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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
601
IIM
Ivory Investment Management
New York
$71.4M -$14.3M 4 3.51% Reduced
602
Veritable
Veritable
Delaware
$71.3M -$3.02M 8 1.56% Reduced
603
National Penn Investors Trust
National Penn Investors Trust
Pennsylvania
$70.9M -$368K 4 7.95% Reduced
604
Munder Capital Management
Munder Capital Management
Michigan
$70.8M +$20.1M 6 0.52% Increased
605
Northeast Investment Management
Northeast Investment Management
Massachusetts
$70.5M -$2.1M 7 7.89% Reduced
606
SC
SRB Corp
Massachusetts
$70.5M -$2.36M 1 16.09% Reduced
607
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$69.7M +$240K 7 2.57% Increased
608
HS
Huntington Steele
Pennsylvania
$69.5M +$232K 4 31.26% Increased
609
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$68.9M +$15.8M 7 5.48% Increased
610
Synovus Financial
Synovus Financial
Georgia
$68.5M -$1.39M 8 1.98% Reduced
611
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$68.2M +$3.42M 5 7.08% Increased
612
Denver Investment Advisors
Denver Investment Advisors
Colorado
$67.7M -$9.39M 8 1.91% Reduced
613
Conning Inc
Conning Inc
Connecticut
$67.4M +$21.2M 8 4.18% Increased
614
Cannell & Co
Cannell & Co
New York
$67.4M +$1.4M 3 3.18% Increased
615
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$67.3M +$2.86M 5 4.33% Increased
616
Chubb Corp
Chubb Corp
New Jersey
$67.2M $0 3 3.74% Maintained
617
Barings
Barings
North Carolina
$67.1M -$1.45M 9 2.8% Reduced
618
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$67M +$77.1K 5 5.76% Increased
619
BOK Financial
BOK Financial
Oklahoma
$67M +$2.56M 7 2.24% Increased
620
Gotham Asset Management
Gotham Asset Management
New York
$66.9M +$21.5M 7 1.59% Increased
621
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$66.7M +$1.23M 5 9.28% Increased
622
First Foundation Advisors
First Foundation Advisors
California
$66.7M +$14.7M 4 8.98% Increased
623
Cohen & Steers
Cohen & Steers
New York
$66.5M -$13.1M 4 0.22% Reduced
624
Clough Capital Partners
Clough Capital Partners
Massachusetts
$66.5M +$1.12M 1 2.19% Increased
625
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$66.5M $0 2 4.88% Maintained