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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
Twin Capital Management
Twin Capital Management
Pennsylvania
$100M +$10.9M 9 6.67% Increased
652
JFB Holdings Corp
JFB Holdings Corp
Georgia
$100M -$5.86M 1 3.18% Reduced
653
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$99.4M -$3.31M 10 5.23% Reduced
654
SCM
Suffolk Capital Management
New York
$99.3M -$21.3M 7 13.68% Reduced
655
Logan Capital Management
Logan Capital Management
Pennsylvania
$98.8M -$949K 6 8.07% Reduced
656
Becker Capital Management
Becker Capital Management
Oregon
$98.6M +$833K 6 3.86% Increased
657
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$98.5M +$5.52M 5 9.28% Increased
658
Renaissance Group
Renaissance Group
Kentucky
$98M -$3.85M 6 3.96% Reduced
659
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$97.3M +$20.8M 9 1.81% Increased
660
Conning Inc
Conning Inc
Connecticut
$97.1M -$3.12M 9 3.87% Reduced
661
CAM
Centre Asset Management
New York
$97.1M +$2.89M 5 17.61% Increased
662
Summitry LLC
Summitry LLC
California
$96.8M -$32K 5 9.71% Reduced
663
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$96.2M -$2.77M 5 4.38% Reduced
664
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$96M +$4.65M 5 3.51% Increased
665
IronBridge Capital Management
IronBridge Capital Management
Illinois
$95.8M -$3.56M 4 4.39% Reduced
666
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$95.6M -$2.4M 7 7.06% Reduced
667
BOK Financial
BOK Financial
Oklahoma
$95.1M +$4.31M 9 3.15% Increased
668
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$94.9M +$6.75M 3 8.48% Increased
669
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$94.6M -$431K 8 6.84% Reduced
670
HS
Huntington Steele
Pennsylvania
$94.5M +$11.7K 3 31.74% Increased
671
WesBanco Bank
WesBanco Bank
West Virginia
$93.4M -$36K 7 5.51% Reduced
672
GTP
Global Thematic Partners
New York
$93.2M -$2.78M 2 2.78% Reduced
673
Tremblant Capital Group
Tremblant Capital Group
Florida
$93.2M +$52.2M 2 5.19% Increased
674
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$93.1M -$2.21M 6 9.3% Reduced
675
Synovus Financial
Synovus Financial
Georgia
$92.9M -$7.63M 11 2.19% Reduced