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 | |
|---|---|---|---|---|---|---|---|
| 376 |
OA
Oak Associates
Akron,
Ohio
| $395M | +$3.78M | 10 | 24.19% | Increased |
|
| 377 |
BB&T Securities
Richmond,
Virginia
| $394M | +$1.49M | 14 | 3.88% | Increased |
|
| 378 |
Nissay Asset Management
Tokyo,
Japan
| $394M | +$6.53M | 12 | 10.59% | Increased |
|
| 379 |
IVA
International Value Advisers
| $394M | -$51.8M | 3 | 10.79% | Reduced |
|
| 380 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
| $391M | +$41.8M | 4 | 11.49% | Increased |
|
| 381 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| $390M | -$32.6M | 6 | 8.5% | Reduced |
|
| 382 |
Bahl & Gaynor
Cincinnati,
Ohio
| $389M | -$140M | 8 | 5% | Reduced |
|
| 383 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
| $388M | +$225M | 4 | 24.45% | Increased |
|
| 384 |
Antipodes Partners
Royal Exchange,
Australia
| $388M | -$18.8M | 4 | 18.01% | Reduced |
|
| 385 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| $385M | -$327M | 2 | 7.19% | Reduced |
|
| 386 |
AIM
Allen Investment Management
New York
| $385M | +$6.16M | 6 | 13.18% | Increased |
|
| 387 |
Huntington National Bank
Columbus,
Ohio
| $382M | +$10.3M | 17 | 5.97% | Increased |
|
| 388 |
Segall Bryant & Hamill
Chicago,
Illinois
| $380M | -$9.04M | 10 | 5.59% | Reduced |
|
| 389 |
VanEck Associates
New York
| $377M | +$15.1M | 7 | 1.84% | Increased |
|
| 390 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| $377M | +$12.9M | 3 | 13.12% | Increased |
|
| 391 |
Holocene Advisors
New York
| $376M | -$69M | 6 | 6.07% | Reduced |
|
| 392 |
B
BP
London,
United Kingdom
| $374M | -$3.7M | 12 | 11.45% | Reduced |
|
| 393 |
Markel Group
Glen Allen,
Virginia
| $374M | +$11.5M | 4 | 6.31% | Increased |
|
| 394 |
SCGE Management
Menlo Park,
California
| $373M | +$101M | 4 | 31.37% | Increased |
|
| 395 |
PGGM Investments
Zeist,
Netherlands
| $372M | +$177K | 3 | 1.96% | Increased |
|
| 396 |
EC
Eminence Capital
New York
| $372M | -$35.2M | 2 | 6.12% | Reduced |
|
| 397 |
Silvercrest Asset Management
New York
| $372M | -$3.26M | 9 | 3.38% | Reduced |
|
| 398 |
Scotia Capital
Toronto,
Ontario, Canada
| $370M | +$16.7M | 11 | 4.69% | Increased |
|
| 399 |
VM
Valinor Management
New York
| $370M | -$83.6M | 4 | 13.77% | Reduced |
|
| 400 |
Douglas Lane & Associates
New York
| $369M | +$8.32M | 7 | 7.26% | Increased |
|