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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
526
CA
Cornerstone Advisors
North Carolina
$300M +$54.4M 4 14.76% Increased
527
Shelton Capital Management
Shelton Capital Management
Colorado
$300M +$10.6M 7 14.28% Increased
528
Eagle Asset Management
Eagle Asset Management
Florida
$300M +$14.3M 7 1.96% Increased
529
Country Trust Bank
Country Trust Bank
Illinois
$300M +$6.47M 9 9.41% Increased
530
HRT Financial
HRT Financial
New York
$299M +$159M 16 3.23% Increased
531
Shell Asset Management
Shell Asset Management
Netherlands
$298M -$103M 18 11.63% Reduced
532
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$298M +$11.8M 6 15.76% Increased
533
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$298M -$7.4M 16 8.26% Reduced
534
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$297M +$19.5M 4 13.27% Increased
535
Oak Associates
Oak Associates
Ohio
$297M -$13.1M 9 25.17% Reduced
536
Bridges Investment Management
Bridges Investment Management
Nebraska
$296M -$9.6M 6 11.43% Reduced
537
Westwood Holdings Group
Westwood Holdings Group
Texas
$295M -$49.7M 8 3.49% Reduced
538
TC
TownSquare Capital
Utah
$294M +$6.11M 11 8.41% Increased
539
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$293M -$6.84M 4 14.64% Reduced
540
SCM
Steadfast Capital Management
New York
$292M -$117M 2 7.88% Reduced
541
Capstone Investment Advisors
Capstone Investment Advisors
New York
$289M +$76.4M 12 1.74% Increased
542
EP Wealth Advisors
EP Wealth Advisors
California
$288M +$37.9M 7 6.54% Increased
543
Advisors Capital Management
Advisors Capital Management
New Jersey
$286M +$24.3M 6 7.64% Increased
544
R.M. Davis Inc
R.M. Davis Inc
Maine
$285M -$361K 7 8.27% Reduced
545
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$285M +$4.02M 14 7.02% Increased
546
Ariel Investments
Ariel Investments
Illinois
$284M -$75.7K 3 3.12% Reduced
547
Synovus Financial
Synovus Financial
Georgia
$283M +$6.86M 15 3.46% Increased
548
Pinnacle Associates
Pinnacle Associates
New York
$282M +$5.43M 11 6.48% Increased
549
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$279M +$23.5M 29 1.57% Increased
550
Abrams Capital Management
Abrams Capital Management
Massachusetts
$278M -$2.02M 1 8.03% Reduced