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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
576
SC
SRB Corp
Massachusetts
$67.3M +$63.9M 1 15.55% New
577
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$67.1M +$63.7M 2 1.6% New
578
SCM
Sigma Capital Management
Connecticut
$67.1M +$65.8M 4 3.08% New
579
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$66.9M +$66.6M 6 6.4% New
580
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$66.5M +$65.4M 1 2.15% New
581
ECM
Empire Capital Management
Connecticut
$66.3M +$63.3M 4 8% New
582
Munder Capital Management
Munder Capital Management
Michigan
$66.3M +$66.4M 6 0.57% New
583
Capital Counsel
Capital Counsel
New York
$66.3M +$70.9M 5 3.97% New
584
MCI
McDonald Capital Investors
California
$65.9M +$62.5M 1 9.06% New
585
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$65.7M +$64.9M 13 3.17% New
586
BC
Brahman Capital
New York
$65.6M +$70.9M 1 2.58% New
587
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$65.5M +$63.2M 1 4.61% New
588
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$65.5M +$65.9M 5 8.84% New
589
National Penn Investors Trust
National Penn Investors Trust
Pennsylvania
$65.4M +$66.6M 4 8.36% New
590
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$65.2M +$65.4M 7 2.83% New
591
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$64.4M +$64.9M 2 5.39% New
592
Veritable
Veritable
Delaware
$64.4M +$64M 8 1.55% New
593
Penn Davis McFarland
Penn Davis McFarland
Texas
$64.2M +$63.4M 3 15.22% New
594
Daiwa Securities Group
Daiwa Securities Group
Japan
$64.2M +$66.4M 9 0.49% New
595
Estabrook Capital Management
Estabrook Capital Management
New York
$63.4M +$64.1M 6 6.72% New
596
Vision Capital Management
Vision Capital Management
Oregon
$63.3M +$64M 5 10.15% New
597
JMH
J.M. Hartwell
New York
$62.9M +$62.8M 4 15.27% New
598
Marshall Wace
Marshall Wace
United Kingdom
$62.6M +$60.5M 3 3.75% New
599
Absolute Return Capital
Absolute Return Capital
Massachusetts
$62.6M +$67.7M 2 0.81% New
600
Profund Advisors
Profund Advisors
Maryland
$62.5M +$61.5M 7 4.42% New