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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
Coldstream Capital Management
Coldstream Capital Management
Washington
$163M -$4.01M 7 17.79% Reduced
652
Echo Street Capital Management
Echo Street Capital Management
New York
$162M +$70M 3 3.49% Increased
653
Busey Bank
Busey Bank
Illinois
$161M +$2.16M 7 13.06% Increased
654
SCM
Somerset Capital Management
United Kingdom
$161M +$111M 2 25.55% Increased
655
Psagot Value Holdings
Psagot Value Holdings
Israel
$159M +$97.7M 7 6.5% Increased
656
Investment House LLC
Investment House LLC
California
$159M -$9.15M 8 18.07% Reduced
657
WesBanco Bank
WesBanco Bank
West Virginia
$158M -$5.28M 10 9.18% Reduced
658
Valiant Capital Management
Valiant Capital Management
California
$157M +$46M 2 16.3% Increased
659
Walleye Trading
Walleye Trading
New York
$157M -$46.4M 14 1.21% Reduced
660
Junto Capital Management
Junto Capital Management
New York
$156M +$45.1M 3 11.3% Increased
661
CA
Cornerstone Advisors
North Carolina
$156M +$9.7M 3 17.25% Increased
662
Motley Fool Wealth Management
Motley Fool Wealth Management
Virginia
$156M +$698K 4 11.28% Increased
663
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$156M +$8.47M 6 14.18% Increased
664
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$156M -$1.32M 14 16.1% Reduced
665
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$155M -$1.54M 5 13.06% Reduced
666
Caxton Associates (New York)
Caxton Associates (New York)
New York
$155M +$144M 10 28.52% Increased
667
International Value Advisers
International Value Advisers
$155M +$43.5M 3 9.78% Increased
668
Munro Partners
Munro Partners
Australia
$154M +$8.69M 3 31.48% Increased
669
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
$154M +$10.4M 3 26.32% Increased
670
Braun Stacey Associates
Braun Stacey Associates
New York
$153M -$2.49M 6 11.7% Reduced
671
Tiedemann Advisors
Tiedemann Advisors
New York
$153M -$1.77M 7 9.93% Reduced
672
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$153M +$8.16M 7 7.21% Increased
673
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$153M +$2.55M 18 12.95% Increased
674
James Hambro & Partners
James Hambro & Partners
United Kingdom
$153M +$1.22M 5 29.87% Increased
675
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$151M $0 4 31.93% Maintained