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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
1276
Ninety One North America
Ninety One North America
New York
$109M -$10.1M 2 7.31% Reduced
1277
Callan Family Office
Callan Family Office
Pennsylvania
$108M -$49M 9 8.13% Reduced
1278
German American Bancorp
German American Bancorp
Indiana
$108M -$160K 4 11.64% Reduced
1279
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$108M -$3.08M 5 11.33% Reduced
1280
CC
Cornerstone Capital
California
$108M -$22.5M 3 11.59% Reduced
1281
Palisade Asset Management
Palisade Asset Management
Minnesota
$107M -$2.08M 6 11.03% Reduced
1282
Churchill Management
Churchill Management
California
$107M -$12.7M 6 1.36% Reduced
1283
Jacobs & Co
Jacobs & Co
California
$107M -$2.87M 6 11.43% Reduced
1284
UG Investment Advisers
UG Investment Advisers
Taiwan
$107M $0 2 29.35% Maintained
1285
ValueAct Holdings
ValueAct Holdings
California
$107M +$5.69M 1 2.34% Increased
1286
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$107M -$3.27M 9 13.74% Reduced
1287
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$107M +$3.92M 12 3.56% Increased
1288
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$107M +$4.95M 10 4.98% Increased
1289
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
$107M -$11.7M 3 9.48% Reduced
1290
Coronation Fund Managers
Coronation Fund Managers
South Africa
$107M +$15.3M 3 5.8% Increased
1291
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$107M -$5.66M 9 3.67% Reduced
1292
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$106M +$1.16M 6 10.01% Increased
1293
Weatherly Asset Management
Weatherly Asset Management
California
$106M -$809K 6 9.53% Reduced
1294
Ulysses Management
Ulysses Management
New York
$106M -$9.18M 3 15.29% Reduced
1295
TM
Tikvah Management
North Carolina
$106M -$1.35M 3 36.17% Reduced
1296
FJ Investments
FJ Investments
Utah
$106M +$112K 2 9.52% Increased
1297
Bell Asset Management
Bell Asset Management
Australia
$106M +$9.07M 4 19.47% Increased
1298
TD Private Client Wealth
TD Private Client Wealth
New York
$105M +$4.6M 16 2.91% Increased
1299
Rollins Financial Advisors
Rollins Financial Advisors
New York
$105M -$2.84M 4 18.35% Reduced
1300
Soma Equity Partners
Soma Equity Partners
California
$105M -$68.6M 1 6.15% Reduced