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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
Advisors Capital Management
Advisors Capital Management
New Jersey
$321M -$17M 5 8.15% Reduced
602
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$320M +$5.94M 7 9.78% Increased
603
Bridgewater Associates
Bridgewater Associates
Connecticut
$319M -$46.4M 8 1.93% Reduced
604
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$318M +$7.2M 7 6.9% Increased
605
SAM
Shell Asset Management
Netherlands
$318M +$563K 21 13.13% Increased
606
NP
NS Partners
United Kingdom
$317M -$2.89M 5 17.08% Reduced
607
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$317M +$3.04M 6 12.26% Increased
608
Atria Investments
Atria Investments
North Carolina
$316M +$3.88M 9 5.63% Increased
609
Meyer Handelman Company
Meyer Handelman Company
New York
$315M +$24.7M 7 12.67% Increased
610
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$314M -$11.2M 12 3.8% Reduced
611
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$314M -$11.2M 12 3.8% Reduced
612
MC
Martin Currie
United Kingdom
$314M -$790K 3 11.23% Reduced
613
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$314M +$8.69M 8 8.69% Increased
614
Coldstream Capital Management
Coldstream Capital Management
Washington
$312M -$12.6M 10 10.2% Reduced
615
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$311M -$2.16M 6 18.58% Reduced
616
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$311M -$1.04M 8 9.28% Reduced
617
AKO Capital
AKO Capital
United Kingdom
$310M -$31.1M 1 5.06% Reduced
618
Hantz Financial Services
Hantz Financial Services
Michigan
$309M -$20.9M 19 7.83% Reduced
619
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$307M +$3.28M 6 4.02% Increased
620
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$305M +$127M 20 6.02% Increased
621
Apollo Management Holdings
Apollo Management Holdings
New York
$305M $0 1 3.13% Maintained
622
Abrams Capital Management
Abrams Capital Management
Massachusetts
$304M $0 1 10.04% Maintained
623
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$301M +$750K 5 10.26% Increased
624
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$301M +$311M 13 1.42% New
625
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$301M +$34.5M 14 13.58% Increased