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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
FCI
Financial Counselors Inc
Kansas
$54.1M -$1.05M 5 3.77% Reduced
677
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$54.1M +$34.5M 6 1.01% Increased
678
MIM
Martin Investment Management
Florida
$53.9M -$258K 3 9.68% Reduced
679
Penn Davis McFarland
Penn Davis McFarland
Texas
$53.9M -$1.28M 2 10.55% Reduced
680
PineBridge Investments
PineBridge Investments
New York
$53.8M -$60.8M 7 2.13% Reduced
681
RWC Asset Management
RWC Asset Management
United Kingdom
$53.6M +$15.3M 3 4.78% Increased
682
MCM
McKinley Capital Management
Alaska
$53.5M -$2.05M 4 2.2% Reduced
683
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$53.5M +$17.6M 1 4.28% Increased
684
IG
Ithaka Group
Virginia
$52.9M +$6.48M 3 7.67% Increased
685
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$52.8M -$15.5M 4 6.78% Reduced
686
WI
Wafra Inc
New York
$52.7M -$1.94M 3 6.58% Reduced
687
Mid Continent Capital
Mid Continent Capital
Illinois
$52.6M +$1.16M 4 3.05% Increased
688
CIBC World Market
CIBC World Market
Ontario, Canada
$52.1M +$4.85M 6 0.18% Increased
689
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$51.7M +$49.5M 8 5.72% New
690
Walleye Trading
Walleye Trading
New York
$51.6M +$29.1M 6 0.7% Increased
691
Brighton Jones LLC
Brighton Jones LLC
Washington
$51.5M -$271K 5 11.65% Reduced
692
IHL
Investment House LLC
California
$51.4M -$5.85K 5 8.81% Reduced
693
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$51.4M -$69.3K 5 6.61% Reduced
694
SCM
Stevens Capital Management
Pennsylvania
$51.2M -$29.4M 5 1.37% Reduced
695
HIP
Hengistbury Investment Partners
United Kingdom
$50.7M -$5.9M 1 16.18% Reduced
696
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$50.1M -$14M 3 3.39% Reduced
697
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$49.9M +$632K 5 6.06% Increased
698
Westwood Holdings Group
Westwood Holdings Group
Texas
$49.9M +$4.86M 2 0.37% Increased
699
WhitTier Trust Company
WhitTier Trust Company
Nevada
$49.9M +$109K 10 5.59% Increased
700
Avenir Corporation
Avenir Corporation
Virginia
$49.8M -$17.8K 1 4.13% Reduced