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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
Mercer Global Advisors
Mercer Global Advisors
Colorado
$199M +$22.1M 15 3.61% Increased
652
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$199M -$293K 6 15.12% Reduced
653
Cannell & Spears
Cannell & Spears
New York
$198M -$9.8M 7 20.84% Reduced
654
CPWM LLC
CPWM LLC
Washington
$198M +$30M 9 22.52% Increased
655
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$198M -$2.5M 4 14.37% Reduced
656
James Hambro & Partners
James Hambro & Partners
United Kingdom
$197M +$8.38M 5 30.55% Increased
657
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$197M +$13.3M 8 11.69% Increased
658
WesBanco Bank
WesBanco Bank
West Virginia
$196M -$5.12M 10 9.66% Reduced
659
Colony Group
Colony Group
Massachusetts
$195M +$6.82M 8 5.66% Increased
660
Argent Capital Management
Argent Capital Management
Missouri
$195M -$19.5M 6 8.16% Reduced
661
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$194M +$113M 16 4.99% Increased
662
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$193M -$875K 7 10.64% Reduced
663
FA
FDx Advisors
Illinois
$193M +$7.64M 9 10.12% Increased
664
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$193M -$71.7M 2 4.67% Reduced
665
Stephens Inc
Stephens Inc
Arkansas
$192M +$526K 15 4.14% Increased
666
WhitTier Trust Company
WhitTier Trust Company
Nevada
$191M +$1.21M 14 12% Increased
667
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$190M -$582K 7 7.54% Reduced
668
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$190M -$2.73M 5 28.51% Reduced
669
Private Wealth Partners
Private Wealth Partners
California
$188M -$611K 7 25.82% Reduced
670
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$188M -$4.83M 4 30.78% Reduced
671
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
$186M -$107M 1 7.52% Reduced
672
Lannebo Fonder
Lannebo Fonder
Sweden
$186M +$15.6M 6 31.56% Increased
673
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$185M -$37.7M 2 7.23% Reduced
674
Wolverine Trading
Wolverine Trading
Illinois
$184M -$87.6M 19 0.5% Reduced
675
Harvest Fund Management
Harvest Fund Management
China
$183M -$24.7M 8 16.93% Reduced