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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
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$168M +$25.6M 6 4.34% Increased
652
CG
Cutler Group
California
$168M -$22.7M 19 10.27% Reduced
653
OC
Oakmont Corp
California
$168M -$18.9M 2 25.64% Reduced
654
Consulta
Consulta
United Kingdom
$167M +$51.6M 1 13.98% Increased
655
Coldstream Capital Management
Coldstream Capital Management
Washington
$167M +$92.1K 7 13.66% Increased
656
MCM
McKinley Capital Management
Alaska
$166M -$5.45M 5 10.86% Reduced
657
Trillium Asset Management
Trillium Asset Management
Massachusetts
$164M -$3.95M 6 7.31% Reduced
658
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$164M -$6.88M 8 7.76% Reduced
659
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$163M +$32.1M 3 22.14% Increased
660
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$163M +$2.59M 5 11.05% Increased
661
Busey Bank
Busey Bank
Illinois
$163M +$1.2M 8 10.7% Increased
662
RG
Riverstone Group
Virginia
$163M $0 1 54.84% Maintained
663
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$162M +$1.46M 14 13.42% Increased
664
Abrams Capital Management
Abrams Capital Management
Massachusetts
$162M -$4M 1 5.04% Reduced
665
PAM
Pinpoint Asset Management
Hong Kong
$161M +$133M 1 38.58% New
666
Braun Stacey Associates
Braun Stacey Associates
New York
$160M +$6.98M 6 8.9% Increased
667
BPIH
Broad Peak Investment Holdings
Singapore
$159M -$5.77M 1 17.93% Reduced
668
James Hambro & Partners
James Hambro & Partners
United Kingdom
$159M +$13M 5 27.04% Increased
669
MFWM
Motley Fool Wealth Management
Virginia
$159M +$9.29M 4 9.56% Increased
670
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$159M $0 4 27.07% Maintained
671
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$159M +$150M 18 10.89% New
672
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$158M +$260K 10 11.48% Increased
673
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$156M -$2.44M 6 21.76% Reduced
674
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$156M -$2.53M 7 6.27% Reduced
675
Luxor Capital Group
Luxor Capital Group
New York
$155M -$56M 4 4.08% Reduced