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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
651
HS
Huntington Steele
Pennsylvania
$69.4M -$6.28M 3 29.36% Reduced
652
Inverness Counsel
Inverness Counsel
New York
$69.4M -$2.63M 4 5.03% Reduced
653
AG
Artal Group
Luxembourg
$69.4M -$48.5M 2 2.99% Reduced
654
RIG
Roosevelt Investment Group
New York
$68.9M +$4.88M 4 4.07% Increased
655
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$68.8M +$64.2M 3 0.85% Increased
656
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$68.5M +$2.31M 5 3.78% Increased
657
Sirios Capital Management
Sirios Capital Management
Massachusetts
$68.3M +$18.7M 1 2.25% Increased
658
Perpetual Ltd
Perpetual Ltd
Australia
$68.1M -$226K 4 7.81% Reduced
659
VanEck Associates
VanEck Associates
New York
$68M -$15.1M 5 0.4% Reduced
660
Academy Capital Management
Academy Capital Management
Texas
$67.8M -$6.68M 4 14.06% Reduced
661
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$67.7M +$4.25M 4 6.11% Increased
662
Cambridge Trust
Cambridge Trust
Massachusetts
$67.7M -$698K 5 5.61% Reduced
663
Fullerton Fund Management
Fullerton Fund Management
Singapore
$67.5M +$20.1M 1 37.65% Increased
664
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$67.4M -$6.13M 7 8.05% Reduced
665
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$67.3M -$142K 1 5.12% Reduced
666
Old National Bancorp
Old National Bancorp
Indiana
$67.3M +$597K 6 3.78% Increased
667
Washington Trust
Washington Trust
Rhode Island
$67.1M +$15.1M 6 4.42% Increased
668
HBK Investments
HBK Investments
Texas
$67M +$16.3M 4 0.68% Increased
669
PIM
Profit Investment Management
Maryland
$66.9M -$104M 6 7.72% Reduced
670
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
$66.9M -$10.9M 2 30.27% Reduced
671
SCM
Suffolk Capital Management
New York
$66.7M -$4.39M 4 7.94% Reduced
672
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$66.5M +$2.28M 6 6.78% Increased
673
Logan Capital Management
Logan Capital Management
Pennsylvania
$66.5M -$7.89M 6 4.88% Reduced
674
BOK Financial
BOK Financial
Oklahoma
$66.5M +$3.32M 7 2.26% Increased
675
Artemis Investment Management
Artemis Investment Management
United Kingdom
$66M +$25.3M 4 2.14% Increased