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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
HMP
HS Management Partners
New York
$86.4M +$1.37M 1 4.76% Increased
502
Hermes Investment Management
Hermes Investment Management
United Kingdom
$86M -$6.21M 5 2.9% Reduced
503
Acadian Asset Management
Acadian Asset Management
Massachusetts
$85.2M -$78.3M 6 0.55% Reduced
504
BB&T Securities
BB&T Securities
Virginia
$85.1M -$7.42M 7 2.64% Reduced
505
Oppenheimer & Co
Oppenheimer & Co
New York
$85.1M +$4.87M 10 2.99% Increased
506
Securian Asset Management
Securian Asset Management
Minnesota
$85.1M +$1.65M 8 3.42% Increased
507
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$84.7M +$607K 3 3.51% Increased
508
GJCM
Grand Jean Capital Management
California
$84.6M +$358K 4 27.4% Increased
509
CPIM
Columbia Partners Investment Management
Virginia
$84.5M +$12.6M 6 3.77% Increased
510
Evercore Wealth Management
Evercore Wealth Management
New York
$84.2M -$15.3M 7 4.82% Reduced
511
People's United Financial
People's United Financial
Connecticut
$84.2M -$2.95M 9 5.34% Reduced
512
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$84.2M +$1.91M 6 1.83% Increased
513
DC
Deere & Company
Illinois
$84.2M +$1.13M 8 4.81% Increased
514
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$83.4M +$1.97M 5 3.04% Increased
515
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$82.7M +$713K 1 0.33% Increased
516
Whittier Trust
Whittier Trust
California
$82.7M -$268K 10 4.48% Reduced
517
SCM
Stevens Capital Management
Pennsylvania
$82.7M -$13M 4 2.44% Reduced
518
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$82M +$1.44M 1 8.76% Increased
519
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$82M +$58.4M 7 2.46% Increased
520
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$81.8M +$871K 1 2.39% Increased
521
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$81.6M -$5.05M 4 3.23% Reduced
522
BAM
Barrett Asset Management
New York
$80.8M +$205K 5 7.83% Increased
523
Greystone Managed Investments
Greystone Managed Investments
Saskatchewan, Canada
$80.1M -$4.54M 3 1.14% Reduced
524
MI
Markston International
New York
$80M -$3.59M 5 5.38% Reduced
525
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$79.3M +$79M 8 6.39% New