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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
801
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$235M +$7.41M 8 8.79% Increased
802
Meag Munich Ergo
Meag Munich Ergo
Germany
$234M +$1.13M 8 8.46% Increased
803
Mission Wealth Management
Mission Wealth Management
California
$233M +$30.9M 12 6.14% Increased
804
XN LP
XN LP
New York
$233M +$52.5M 2 9.32% Increased
805
Causeway Capital Management
Causeway Capital Management
California
$233M +$58.8M 4 6.1% Increased
806
EARNEST Partners
EARNEST Partners
Georgia
$232M +$17.3M 6 1.06% Increased
807
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$232M +$24.7M 8 4.32% Increased
808
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$232M -$6.5M 12 17.5% Reduced
809
Bronte Capital Management
Bronte Capital Management
Australia
$232M -$14.7M 2 18.95% Reduced
810
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$232M -$3.76M 3 29.93% Reduced
811
Aureus Asset Management
Aureus Asset Management
Massachusetts
$232M -$1.08M 5 15.82% Reduced
812
Weitz Investment Management
Weitz Investment Management
Nebraska
$231M -$22.9M 4 11.66% Reduced
813
Formuepleje A/S
Formuepleje A/S
Denmark
$231M +$41M 4 13.05% Increased
814
GAM Holding
GAM Holding
Switzerland
$231M -$7.08M 8 16.69% Reduced
815
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$231M -$11.5M 8 2.44% Reduced
816
SFG
Sather Financial Group
Texas
$231M +$2.16M 4 16.55% Increased
817
Logan Capital Management
Logan Capital Management
Pennsylvania
$231M -$4.34M 8 9.87% Reduced
818
CC
Criteria Caixa
Spain
$230M -$9.13M 4 24.5% Reduced
819
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$229M -$48.3M 4 3.15% Reduced
820
Empire Life Investments
Empire Life Investments
Ontario, Canada
$228M +$12.7M 5 14% Increased
821
Trust Company of Vermont
Trust Company of Vermont
Vermont
$227M +$20.9M 12 12.64% Increased
822
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$227M -$924K 6 23.91% Reduced
823
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$226M -$17.1M 9 15.55% Reduced
824
Vestor Capital
Vestor Capital
Illinois
$226M +$16.2M 9 19.05% Increased
825
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$225M +$606K 5 24.86% Increased