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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
626
Smith Group Asset Management
Smith Group Asset Management
Texas
$74.4M +$5.78M 6 2.76% Increased
627
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$74.2M -$429K 1 11.07% Reduced
628
Chubb Corp
Chubb Corp
New Jersey
$73.9M $0 3 4.01% Maintained
629
Zacks Investment Management
Zacks Investment Management
Illinois
$73.8M +$2.25M 4 2.57% Increased
630
Cambridge Trust
Cambridge Trust
Massachusetts
$72.6M +$36.6K 5 6.45% Increased
631
Banyan Partners
Banyan Partners
Florida
$72.5M +$751K 7 6.15% Increased
632
BOK Financial
BOK Financial
Oklahoma
$72.4M -$1.23M 8 2.42% Reduced
633
National Penn Investors Trust
National Penn Investors Trust
Pennsylvania
$72.3M +$1.47M 4 8.53% Increased
634
Hikari Power
Hikari Power
Japan
$72.3M -$26.6M 3 10.7% Reduced
635
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$71.9M +$70.8M 1 3.55% New
636
Stack Financial Management
Stack Financial Management
Montana
$71.6M -$120K 3 9.11% Reduced
637
Edgar Lomax Company
Edgar Lomax Company
Virginia
$71.4M +$1.64M 1 4.84% Increased
638
Samlyn Capital
Samlyn Capital
New York
$71M +$56.5M 2 1.47% Increased
639
Denver Investment Advisors
Denver Investment Advisors
Colorado
$70.2M +$2.24M 8 2.3% Increased
640
Virtu KCG Holdings
Virtu KCG Holdings
New York
$69.9M -$12M 10 1.35% Reduced
641
Boston Advisors
Boston Advisors
Massachusetts
$69.8M -$1.56M 5 2.97% Reduced
642
Park National Corp
Park National Corp
Ohio
$69.8M -$383K 5 5.07% Reduced
643
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$69.7M -$3.23M 4 2.33% Reduced
644
Synovus Financial
Synovus Financial
Georgia
$69.4M +$699K 9 1.94% Increased
645
PFU
Parus Finance (UK)
United Kingdom
$69.4M +$2.27M 2 13.66% Increased
646
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$69.3M +$5.38M 1 3.54% Increased
647
CCM
Cadence Capital Management
Massachusetts
$68.7M -$5.3M 7 3.62% Reduced
648
JHL Capital Group
JHL Capital Group
Illinois
$68.6M -$9.7M 1 3.72% Reduced
649
TCM
Tekne Capital Management
New York
$68.3M +$29.8M 2 3.99% Increased
650
Vision Capital Management
Vision Capital Management
Oregon
$68.1M +$1.36M 4 8.48% Increased