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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
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$97.3M -$1.05M 7 6.9% Reduced
652
Barings
Barings
North Carolina
$96.9M -$13.2M 11 2.43% Reduced
653
Twin Capital Management
Twin Capital Management
Pennsylvania
$96.1M -$4.01M 8 6.19% Reduced
654
Starboard Value
Starboard Value
New York
$96.1M -$30.6M 1 2.83% Reduced
655
Impax Asset Management
Impax Asset Management
New Hampshire
$95.9M -$17.2M 5 5.46% Reduced
656
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$95.9M -$814K 3 2.49% Reduced
657
Washington Trust
Washington Trust
Rhode Island
$95.8M -$2.75M 8 6.2% Reduced
658
Renaissance Group
Renaissance Group
Kentucky
$95.7M -$3.81M 6 3.88% Reduced
659
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$95.2M +$151K 6 9.15% Increased
660
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$95.1M +$940K 2 5.19% Increased
661
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$94.7M +$51.3M 3 10.68% Increased
662
Empire Life Investments
Empire Life Investments
Ontario, Canada
$94.6M +$95.7M 5 7.67% New
663
Synovus Financial
Synovus Financial
Georgia
$94.4M +$597K 11 2.14% Increased
664
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$94.3M -$8.71M 6 3.42% Reduced
665
Northeast Investment Management
Northeast Investment Management
Massachusetts
$93.9M +$2.35M 7 9.01% Increased
666
ICP
Indus Capital Partners
New York
$93.9M -$32.4M 1 12.18% Reduced
667
MIS
Morningstar Investment Services
Illinois
$93.8M +$3.86M 5 3.07% Increased
668
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$93.7M +$7.67M 9 4.71% Increased
669
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$93.6M +$323K 6 5.84% Increased
670
BTP
Bloom Tree Partners
New York
$93.5M -$30.6M 2 9.43% Reduced
671
Advisor Group
Advisor Group
Arizona
$93M +$5.79M 20 2.1% Increased
672
Tremblant Capital Group
Tremblant Capital Group
Florida
$92.6M +$13.8M 2 5.87% Increased
673
UIA
UG Investment Advisers
Taiwan
$91.3M +$100M 1 71.09% New
674
Vaughan David Investments
Vaughan David Investments
Illinois
$91M -$2.67M 3 4.86% Reduced
675
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$90.7M -$741K 8 6.39% Reduced