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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
1076
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$182M -$9.7M 4 11.42% Reduced
1077
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$182M -$1.42M 6 8.53% Reduced
1078
LGT Fund Management
LGT Fund Management
Liechtenstein
$181M -$4.76M 10 15.83% Reduced
1079
Kintegral Advisory
Kintegral Advisory
New York
$180M -$240K 9 16.43% Reduced
1080
EARNEST Partners
EARNEST Partners
Georgia
$180M +$1.21M 6 0.81% Increased
1081
Parthenon LLC
Parthenon LLC
Kentucky
$179M -$2.13M 6 20.49% Reduced
1082
Provident Investment Management
Provident Investment Management
Michigan
$179M -$21.8M 5 15.32% Reduced
1083
Main Street Research
Main Street Research
Connecticut
$179M -$41.1M 7 11.14% Reduced
1084
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$179M +$55K 6 10.61% Increased
1085
RIT Capital Partners
RIT Capital Partners
United Kingdom
$179M +$89.1M 2 22.43% Increased
1086
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$179M +$3.65M 6 12.14% Increased
1087
Soros Fund Management
Soros Fund Management
New York
$179M -$58.3M 5 2.25% Reduced
1088
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$179M -$3.44M 6 13.7% Reduced
1089
Mizuho Markets Americas
Mizuho Markets Americas
New York
$178M -$140M 5 5.43% Reduced
1090
BFO
Boston Family Office
Massachusetts
$178M +$3.38M 6 11.82% Increased
1091
SCI
S&CO Inc
Massachusetts
$178M +$2.93M 7 11.41% Increased
1092
Montag & Associates
Montag & Associates
Georgia
$178M -$15.9M 17 8.65% Reduced
1093
SAM
Scopus Asset Management
New York
$178M +$69.4M 2 2.99% Increased
1094
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$178M +$268K 6 9.98% Increased
1095
Petrus Trust Company
Petrus Trust Company
Texas
$177M -$11.6M 9 18.37% Reduced
1096
Meeder Advisory Services
Meeder Advisory Services
Ohio
$177M +$7.59M 11 9.16% Increased
1097
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$176M -$95.6M 16 8.27% Reduced
1098
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$176M -$1.83M 7 7.37% Reduced
1099
Benchstone Capital Management
Benchstone Capital Management
New York
$176M +$103M 5 15.51% Increased
1100
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$175M +$38.5M 3 13.72% Increased