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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
326
Seizert Capital Partners
Seizert Capital Partners
Michigan
$239M -$851K 5 4.8% Reduced
327
HI
Honeywell International
North Carolina
$239M -$9.61M 4 5.61% Reduced
328
Sit Investment Associates
Sit Investment Associates
Minnesota
$236M +$1.89M 7 4.11% Increased
329
Castleark Management
Castleark Management
Illinois
$234M -$12.6M 6 6.65% Reduced
330
CAM
ClariVest Asset Management
California
$232M +$10.8M 5 8.52% Increased
331
Regions Financial Corp
Regions Financial Corp
Alabama
$231M -$2.76M 8 2.89% Reduced
332
Abrams Capital Management
Abrams Capital Management
Massachusetts
$231M +$69.6M 1 13.66% Increased
333
PointState Capital
PointState Capital
New York
$230M +$154M 3 4.17% Increased
334
Parnassus Investments
Parnassus Investments
California
$230M +$89.8K 3 1.97% Increased
335
1919 Investment Counsel
1919 Investment Counsel
Maryland
$230M +$2.14M 8 4.72% Increased
336
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$227M +$29.6M 8 3.8% Increased
337
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$227M -$21.9M 4 9.71% Reduced
338
OP
Oldfield Partners
United Kingdom
$226M -$72.8M 2 12.96% Reduced
339
SAM
Shell Asset Management
Netherlands
$225M -$3.02M 8 3.49% Reduced
340
BWA
Brave Warrior Advisors
New York
$224M -$320M 1 8.3% Reduced
341
Eagle Asset Management
Eagle Asset Management
Florida
$224M +$10.7M 3 1.28% Increased
342
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$221M +$14.9K 2 2.96% Increased
343
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$217M +$7.15M 9 3.27% Increased
344
HighTower Advisors
HighTower Advisors
Illinois
$217M +$34.7M 8 3.66% Increased
345
HAM
HHR Asset Management
New Jersey
$216M +$5.35M 2 8.46% Increased
346
WIM
Weitz Investment Management
Nebraska
$216M -$15.2M 3 6.35% Reduced
347
Commerce Bank
Commerce Bank
Missouri
$215M +$4.94M 8 3.55% Increased
348
PIM
Profit Investment Management
Maryland
$214M -$26.8M 6 11.21% Reduced
349
KCM
Kames Capital Management
United Kingdom
$214M -$770K 5 6.69% Reduced
350
Asset Management One
Asset Management One
Japan
$214M +$14.1M 10 2.96% Increased