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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$248M +$19.5M 14 0.73% Increased
627
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$248M -$1.29M 7 30.97% Reduced
628
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$248M +$1.64M 18 9.93% Increased
629
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$248M +$5.1M 6 6.66% Increased
630
Ruffer LLP
Ruffer LLP
United Kingdom
$248M +$167M 2 8.58% Increased
631
RAM
RWC Asset Management
United Kingdom
$247M -$7.01M 3 7.63% Reduced
632
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$247M -$4.37M 8 9.47% Reduced
633
HHAA
Henry H. Armstrong Associates
Pennsylvania
$246M -$3.04M 5 29.9% Reduced
634
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$245M +$1.73M 5 13.68% Increased
635
OPFM
Optimus Prime Fund Management
Cayman Islands
$244M -$9.52M 5 33.94% Reduced
636
Apollo Management Holdings
Apollo Management Holdings
New York
$244M -$4.03M 1 2.13% Reduced
637
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$243M -$6.76M 11 12.12% Reduced
638
Abrams Capital Management
Abrams Capital Management
Massachusetts
$243M $0 1 7.68% Maintained
639
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$240M -$4.49M 5 15.01% Reduced
640
Gotham Asset Management
Gotham Asset Management
New York
$240M -$4.37M 21 5.81% Reduced
641
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$238M +$3.84M 5 8.76% Increased
642
Bailard
Bailard
California
$237M +$1.92M 11 8.5% Increased
643
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$237M +$2.41M 6 9.83% Increased
644
Cannell & Spears
Cannell & Spears
New York
$234M -$5.32M 8 20.99% Reduced
645
JHP
James Hambro & Partners
United Kingdom
$234M +$6.4M 5 17.08% Increased
646
TFP
Triple Frond Partners
California
$233M +$13.6M 3 33.99% Increased
647
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$233M +$7.75M 7 7.59% Increased
648
Stephens Inc
Stephens Inc
Arkansas
$233M +$6.89M 9 4.47% Increased
649
Penserra Capital Management
Penserra Capital Management
California
$232M +$9.94M 19 4.82% Increased
650
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$232M +$1.39M 8 9.93% Increased