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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
Curi RMB Capital
Curi RMB Capital
Illinois
$402M +$18M 9 9.91% Increased
602
PGGM Investments
PGGM Investments
Netherlands
$401M +$6.19M 8 5.4% Increased
603
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$399M -$3.94M 9 12.98% Reduced
604
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$399M +$84.2M 13 4.65% Increased
605
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$399M +$13.1M 6 12.16% Increased
606
NS Partners
NS Partners
United Kingdom
$398M -$3.25M 3 17.51% Reduced
607
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$398M -$4.52M 5 15.84% Reduced
608
LGT Capital Partners
LGT Capital Partners
Switzerland
$398M -$37.8M 3 17.66% Reduced
609
Citizens Financial Group
Citizens Financial Group
Rhode Island
$397M -$6.42M 11 7.84% Reduced
610
Meyer Handelman Company
Meyer Handelman Company
New York
$397M +$125K 7 13.83% Increased
611
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$396M +$95.4M 9 9.4% Increased
612
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$396M -$157M 16 13.65% Reduced
613
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$392M -$97.6M 15 1.5% Reduced
614
Discerene Group
Discerene Group
Connecticut
$392M $0 1 39.15% Maintained
615
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$392M +$12.6M 3 8.11% Increased
616
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$390M -$16.7M 14 11.38% Reduced
617
SC
SRB Corp
Massachusetts
$390M -$57.9M 3 25.41% Reduced
618
Metropolis Capital
Metropolis Capital
United Kingdom
$387M +$126M 1 14.37% Increased
619
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$386M -$4.5M 6 18.31% Reduced
620
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$383M -$2.07M 10 10.87% Reduced
621
Freestone Grove Partners
Freestone Grove Partners
California
$383M +$138M 10 3.95% Increased
622
RWWM Inc
RWWM Inc
California
$381M -$27.9M 3 30.64% Reduced
623
Chicago Capital
Chicago Capital
Illinois
$380M -$7.41M 8 10.74% Reduced
624
Clal Insurance
Clal Insurance
Israel
$378M -$382M 6 3.91% Reduced
625
EC
Eminence Capital
New York
$375M -$20M 2 6.26% Reduced