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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
701
Metropolis Capital
Metropolis Capital
United Kingdom
$217M +$16.9M 2 18.77% Increased
702
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$217M -$423K 5 26.72% Reduced
703
Vantage Investment Partners
Vantage Investment Partners
Missouri
$216M +$23.2M 3 10.53% Increased
704
Atria Investments
Atria Investments
North Carolina
$216M +$16.9M 10 4.78% Increased
705
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$214M -$183M 7 3.1% Reduced
706
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$214M -$2.26M 6 28.27% Reduced
707
AGDR
AdamCapital Gestao de Recursos
Brazil
$214M -$54.2M 4 25.71% Reduced
708
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$213M +$11.7M 11 12.61% Increased
709
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$212M -$17.3M 8 8.8% Reduced
710
Weitz Investment Management
Weitz Investment Management
Nebraska
$212M -$15.6M 4 9.36% Reduced
711
CA
Cornerstone Advisors
North Carolina
$212M -$52M 4 18.55% Reduced
712
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$211M -$46.1M 11 3.64% Reduced
713
O'Shares Investment Advisers
O'Shares Investment Advisers
Massachusetts
$209M +$13.4M 12 15.56% Increased
714
IHL
Investment House LLC
California
$209M -$36.5M 8 16.19% Reduced
715
Hexavest
Hexavest
Quebec, Canada
$209M -$46M 11 9.26% Reduced
716
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$208M -$2.43M 5 9.43% Reduced
717
TimesSquare Capital Management
TimesSquare Capital Management
New York
$208M -$55.2M 4 1.78% Reduced
718
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$208M -$21.8M 8 9.12% Reduced
719
NEI
Northwest & Ethical Investments
Ontario, Canada
$208M +$4.22M 7 7.28% Increased
720
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$208M +$4.44M 6 18.8% Increased
721
Raymond James Trust
Raymond James Trust
Florida
$207M +$7.26M 13 7.23% Increased
722
AEPIP
AH Equity Partners III (Parallel)
California
$207M +$203M 1 53.09% New
723
Castleark Management
Castleark Management
Illinois
$206M -$8.85M 5 7.42% Reduced
724
Maryland Capital Management
Maryland Capital Management
Maryland
$205M +$2.9M 8 13.7% Increased
725
Aureus Asset Management
Aureus Asset Management
Massachusetts
$205M +$4.01M 6 15.89% Increased