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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
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$74.3M +$3.44M 5 6.85% Increased
577
Ariel Investments
Ariel Investments
Illinois
$74M +$16.4M 3 0.9% Increased
578
SIM
Sentry Investment Management
Wisconsin
$73.5M +$4.08M 8 3.8% Increased
579
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$73.1M -$1.37M 5 4.03% Reduced
580
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$73.1M -$24.1K 7 5.75% Reduced
581
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$73M +$2.19M 1 7.94% Increased
582
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$72.9M +$183K 6 2.94% Increased
583
Conning Inc
Conning Inc
Connecticut
$72.4M +$854K 7 3.85% Increased
584
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$71.6M +$1.37M 4 5.78% Increased
585
Chubb Corp
Chubb Corp
New Jersey
$71.6M -$32.6K 3 3.73% Reduced
586
Creative Planning
Creative Planning
Kansas
$71.4M +$9.8M 12 0.93% Increased
587
CCM
Cadence Capital Management
Massachusetts
$71.2M -$4.91M 6 3.42% Reduced
588
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$71.1M +$4.61M 5 4.63% Increased
589
AIM
Assured Investment Management
New York
$70.8M +$31.8M 2 1.2% Increased
590
DAC
Dividend Assets Capital
South Carolina
$70.7M -$435K 3 1.89% Reduced
591
BOK Financial
BOK Financial
Oklahoma
$70.7M +$3.31M 7 2.27% Increased
592
Scotia Capital
Scotia Capital
Ontario, Canada
$70.4M +$17.5M 6 1.52% Increased
593
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$70.2M -$8.4M 3 2.22% Reduced
594
PointState Capital
PointState Capital
New York
$69.6M -$54.9M 3 0.88% Reduced
595
Stack Financial Management
Stack Financial Management
Montana
$69.5M -$12.5M 3 8.48% Reduced
596
Cambridge Trust
Cambridge Trust
Massachusetts
$69.5M +$3.48M 5 6.02% Increased
597
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$69.4M $0 2 4.66% Maintained
598
Banyan Partners
Banyan Partners
Florida
$69.2M -$5.44M 5 5.85% Reduced
599
Boston Advisors
Boston Advisors
Massachusetts
$68.9M -$4.64M 5 2.95% Reduced
600
Veritable
Veritable
Delaware
$68.9M -$3.36M 8 1.44% Reduced