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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
551
EA
Euclid Advisors
Connecticut
$97.1M -$1.36M 8 1.92% Reduced
552
Cannell & Spears
Cannell & Spears
New York
$97M +$57K 4 10.73% Increased
553
Whittier Trust
Whittier Trust
California
$96.6M +$5.02M 11 4.29% Increased
554
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$96.6M +$4.57M 1 12.06% Increased
555
Virtu KCG Holdings
Virtu KCG Holdings
New York
$96.2M +$9.21M 9 1.72% Increased
556
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$96.2M -$48.2K 6 11.71% Reduced
557
IAM
Impax Asset Management
New Hampshire
$96M -$4.08M 5 5.13% Reduced
558
TIP
Torray Investment Partners
Maryland
$95.4M +$38.5M 3 6.2% Increased
559
HC
Hosking & Co
Ireland
$95.2M +$5.73M 3 6.41% Increased
560
Castleark Management
Castleark Management
Illinois
$94.3M +$30.4M 4 2.52% Increased
561
ACM
Argent Capital Management
Missouri
$93.7M -$579K 4 4.3% Reduced
562
RG
Renaissance Group
Kentucky
$93.6M +$200K 5 3.57% Increased
563
MC
Maplelane Capital
New York
$93.4M +$32.9M 2 3.22% Increased
564
Creative Planning
Creative Planning
Kansas
$93M +$4.87M 6 0.84% Increased
565
Hermes Investment Management
Hermes Investment Management
United Kingdom
$93M +$26.7M 4 2.09% Increased
566
OAMG
Odey Asset Management Group
United Kingdom
$92.2M -$20.4M 2 5.46% Reduced
567
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$92.1M -$1.83M 5 3.96% Reduced
568
SAM
Scopus Asset Management
New York
$91.5M +$62.6M 1 1.58% Increased
569
Becker Capital Management
Becker Capital Management
Oregon
$91.4M -$8.64M 5 3.59% Reduced
570
Select Equity Group
Select Equity Group
New York
$91.4M +$8.77M 3 0.83% Increased
571
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$91.1M +$95.1M 1 3.19% New
572
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$90.8M +$2.83M 6 6.1% Increased
573
Swiss Life Asset Management
Swiss Life Asset Management
$90.8M -$5.12M 6 3.19% Reduced
574
WesBanco Bank
WesBanco Bank
West Virginia
$90.8M -$1.83M 5 5.05% Reduced
575
NG
NatWest Group
United Kingdom
$90.4M -$6.09M 5 1.14% Reduced