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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
676
BSPF
British Steel Pension Fund
United Kingdom
$48.2M +$47.9M 5 4.97% New
677
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$47.9M +$47.2M 4 3.93% New
678
Old National Bancorp
Old National Bancorp
Indiana
$47.9M +$51M 6 5.05% New
679
D.J. St. Germain
D.J. St. Germain
Massachusetts
$47.6M +$46.9M 4 7.89% New
680
Palladium Partners
Palladium Partners
Virginia
$47.6M +$48.4M 6 5.02% New
681
GHA
Garcia Hamilton & Associates
Texas
$47.5M +$48.3M 4 8.56% New
682
Liberty Mutual Group Asset Management
Liberty Mutual Group Asset Management
Massachusetts
$47.3M +$47.3M 8 1.85% New
683
Cambridge Trust
Cambridge Trust
Massachusetts
$47.2M +$46M 4 4.89% New
684
Boston Advisors
Boston Advisors
Massachusetts
$47M +$47.6M 6 2.26% New
685
WMS Partners
WMS Partners
Maryland
$47M +$46.2M 5 8.55% New
686
CBCM
Cook & Bynum Capital Management
Alabama
$46.8M +$44.4M 1 30.97% New
687
GMIM
General Motors Investment Management
New York
$46.8M +$46.7M 6 4.05% New
688
MVP
Miller Value Partners
Florida
$46.4M +$44.4M 2 3.19% New
689
SCM
Suffolk Capital Management
New York
$46.3M +$46.2M 4 6.68% New
690
ASA
Armstrong Shaw Associates
Connecticut
$46.3M +$50M 1 1.93% New
691
Atwood & Palmer
Atwood & Palmer
Missouri
$46.2M +$46.5M 4 12.51% New
692
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$46.2M +$46M 5 11.21% New
693
FCI
Financial Counselors Inc
Kansas
$46.1M +$46M 5 3.83% New
694
Loews Corp
Loews Corp
New York
$45.9M +$46.1M 3 0.27% New
695
ICC Capital Management
ICC Capital Management
Florida
$45.6M +$43.7M 5 3.26% New
696
PRC
Platte River Capital
Colorado
$45.5M +$44M 5 5.3% New
697
Granite Investment Partners
Granite Investment Partners
California
$45.4M +$45M 5 8.03% New
698
Summitry LLC
Summitry LLC
California
$45.3M +$43.3M 3 7.1% New
699
NAM
North American Management
Massachusetts
$45.1M +$46.4M 4 8.92% New
700
FA
Friess Associates
Delaware
$45M +$42.8M 3 3.52% New