← All themes

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
651
Hosking & Co
Hosking & Co
Ireland
$66.6M +$67.4M 3 5.01% New
652
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$66.6M -$4.6M 5 3.74% Reduced
653
Academy Capital Management
Academy Capital Management
Texas
$66.5M +$5.59M 4 13.18% Increased
654
RIG
Roosevelt Investment Group
New York
$66.4M +$8.76M 3 3.71% Increased
655
Synovus Financial
Synovus Financial
Georgia
$66.3M -$900K 8 1.75% Reduced
656
Hermes Investment Management
Hermes Investment Management
United Kingdom
$65.7M +$8.62M 3 1.69% Increased
657
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$65.1M +$5.11M 1 5.71% Increased
658
Confluence Investment Management
Confluence Investment Management
Missouri
$64.9M +$3.75M 2 2.64% Increased
659
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$64.6M +$162K 8 4.42% Increased
660
HS
Huntington Steele
Pennsylvania
$64.4M +$169K 3 26.84% Increased
661
BOK Financial
BOK Financial
Oklahoma
$64.1M -$5.76M 8 2.21% Reduced
662
CIBC World Market
CIBC World Market
Ontario, Canada
$63.8M +$5.07M 7 0.24% Increased
663
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$63.8M +$20.5M 1 4.44% Increased
664
PCM
Prime Capital Management
Hong Kong
$63.7M -$39.7M 2 15.43% Reduced
665
Liberty Mutual Group Asset Management
Liberty Mutual Group Asset Management
Massachusetts
$63.6M +$2.39M 9 2% Increased
666
Calvert Investment Management
Calvert Investment Management
Maryland
$63.6M +$6.5M 7 4.35% Increased
667
PineBridge Investments
PineBridge Investments
New York
$63.5M +$6.64M 8 2.4% Increased
668
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$63.1M -$1.96M 6 4.41% Reduced
669
SKBA Capital Management
SKBA Capital Management
California
$63.1M +$2.59M 3 4.85% Increased
670
Avity Investment Management
Avity Investment Management
Connecticut
$62.7M +$2.51M 4 10.05% Increased
671
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$62.6M +$10M 6 1.19% Increased
672
Pinnacle Associates
Pinnacle Associates
New York
$62.5M -$5.18M 7 1.23% Reduced
673
AG
Artal Group
Luxembourg
$62.5M +$624K 2 2.19% Increased
674
Northeast Investment Management
Northeast Investment Management
Massachusetts
$62.5M -$3.28M 7 6.1% Reduced
675
TCP
Tourbillon Capital Partners
New York
$62.1M +$62.3M 1 1.67% New