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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
451
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$456M +$190M 3 13.16% Increased
452
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$450M +$95.2M 19 6.05% Increased
453
DCM
Dupont Capital Management
Delaware
$449M -$58.3M 12 9.55% Reduced
454
Oppenheimer & Co
Oppenheimer & Co
New York
$447M +$29M 20 9.43% Increased
455
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$444M +$11.4M 10 12.67% Increased
456
DF Dent & Co
DF Dent & Co
Maryland
$444M -$27.8M 6 5.16% Reduced
457
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$443M +$6.98M 23 10.51% Increased
458
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$443M -$5.43M 13 9.44% Reduced
459
Bartlett & Co
Bartlett & Co
Ohio
$443M -$5.43M 13 9.45% Reduced
460
MML Investors Services
MML Investors Services
Massachusetts
$442M +$16.4M 18 4.72% Increased
461
RE
RBC Europe
United Kingdom
$439M +$10.1M 16 25.13% Increased
462
Homestead Advisers
Homestead Advisers
Virginia
$438M -$10M 3 10.83% Reduced
463
Barings
Barings
North Carolina
$437M -$186M 11 11.2% Reduced
464
CIP
Champlain Investment Partners
Vermont
$436M -$46.5M 1 2.51% Reduced
465
CCLA Investment Management
CCLA Investment Management
United Kingdom
$434M -$205K 3 9.77% Reduced
466
MVP
Miller Value Partners
Florida
$430M -$25.1M 5 13.09% Reduced
467
Bridgewater Associates
Bridgewater Associates
Connecticut
$430M +$122M 8 3.72% Increased
468
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$429M +$869K 8 10.49% Increased
469
Fiduciary Trust
Fiduciary Trust
Massachusetts
$429M +$7.15M 9 8.94% Increased
470
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$428M -$3.6M 7 6.05% Reduced
471
IFM Investors
IFM Investors
Australia
$427M +$59.5M 14 13.56% Increased
472
OA
Oak Associates
Ohio
$423M -$24.6M 9 25.59% Reduced
473
Stockbridge Partners
Stockbridge Partners
Massachusetts
$422M -$51.5M 1 9.82% Reduced
474
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$422M -$65.5M 3 1.46% Reduced
475
Welch & Forbes
Welch & Forbes
Massachusetts
$422M -$1.27M 10 8.26% Reduced