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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
501
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$89.4M +$88.2M 5 5.52% New
502
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$89.3M +$94.1M 6 1.36% New
503
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$89.3M +$86.8M 4 3.69% New
504
Hermes Investment Management
Hermes Investment Management
United Kingdom
$89.2M +$86.1M 5 3.47% New
505
RS Investment Management
RS Investment Management
California
$89.1M +$85.3M 5 0.65% New
506
CC
Colrain Capital
Massachusetts
$89.1M +$86.9M 4 6.5% New
507
HTI
Hikari Tsushin Inc
Japan
$88.6M +$89.3M 3 20.17% New
508
BCIM
Black Creek Investment Management
Ontario, Canada
$88.5M +$89.1M 2 15.61% New
509
People's United Financial
People's United Financial
Connecticut
$87.5M +$87.9M 9 5.69% New
510
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$86.2M +$86.3M 5 10.8% New
511
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$85.9M +$82.5M 3 5.89% New
512
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$85.6M +$85.3M 7 4.49% New
513
HMP
HS Management Partners
New York
$85.5M +$82.5M 1 5.14% New
514
MI
Markston International
New York
$84.9M +$84.4M 5 5.52% New
515
ZDA
Zweig-DiMenna Associates
New York
$84.8M +$81.8M 2 3.43% New
516
Cannell & Spears
Cannell & Spears
New York
$84.6M +$84.8M 5 12.47% New
517
CAM
Centre Asset Management
New York
$84.6M +$83.8M 6 13.77% New
518
GMI
Greystone Managed Investments
Saskatchewan, Canada
$84.5M +$87.6M 3 1.26% New
519
HEIP
Hudson Edge Investment Partners
New Jersey
$83.5M +$83.3M 3 3.3% New
520
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$83.2M +$80.2M 5 3.25% New
521
MSU
Maple Securities USA
New Jersey
$82.8M +$83.5M 4 7.56% New
522
SAM
Securian Asset Management
Minnesota
$82.7M +$82.3M 8 3.35% New
523
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$82.6M +$83.6M 4 9.17% New
524
Whittier Trust
Whittier Trust
California
$82.5M +$83.6M 9 4.62% New
525
Williams Jones & Associates
Williams Jones & Associates
New York
$82.4M +$80.9M 5 4.11% New