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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
726
Martin Currie
Martin Currie
United Kingdom
$41.8M +$41.7M 4 4.54% New
727
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$41.7M +$41.8M 4 3.08% New
728
MIM
Martin Investment Management
Florida
$41.6M +$42.8M 3 9.84% New
729
Bel Air Investment Advisors
Bel Air Investment Advisors
California
$41.5M +$41.5M 3 6.08% New
730
CP
Coho Partners
Pennsylvania
$41.4M +$44.1M 2 4.13% New
731
OAMG
Odey Asset Management Group
United Kingdom
$41.3M +$39.8M 2 1.62% New
732
AIM
Assured Investment Management
New York
$41.2M +$39.8M 1 1.71% New
733
Boston Financial Management
Boston Financial Management
Massachusetts
$41.1M +$41.9M 6 6.35% New
734
Capital Growth Management
Capital Growth Management
Massachusetts
$41M +$39.3M 2 1.09% New
735
VDBMI
Van Den Berg Management I
Texas
$40.9M +$38.8M 1 3.48% New
736
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
$40.9M +$43.5M 1 3.11% New
737
Creative Planning
Creative Planning
Kansas
$40.8M +$41.1M 11 0.95% New
738
Inverness Counsel
Inverness Counsel
New York
$40.7M +$39.6M 3 3.63% New
739
LS Investment Advisors
LS Investment Advisors
Michigan
$40.7M +$40.7M 8 5.23% New
740
RGI
River Global Investors
United Kingdom
$40.4M +$39M 2 6.55% New
741
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$40.4M +$38.3M 1 7.31% New
742
Alliance Trust
Alliance Trust
United Kingdom
$40.4M +$38.3M 1 2.44% New
743
Washington Trust
Washington Trust
Rhode Island
$40.3M +$41.8M 5 3.4% New
744
Goelzer Investment Management
Goelzer Investment Management
Indiana
$40M +$39.8M 4 4.26% New
745
Banyan Partners
Banyan Partners
Florida
$39.9M +$41M 4 7.86% New
746
Capital One National Association
Capital One National Association
New York
$39.9M +$40.9M 7 4.31% New
747
Avity Investment Management
Avity Investment Management
Connecticut
$39.7M +$40.3M 4 8.51% New
748
TCA
Taconic Capital Advisors
New York
$39.7M +$37.7M 1 1.44% New
749
MC
Muhlenkamp & Co
Pennsylvania
$39.7M +$39.9M 3 8.27% New
750
NAP
New Amsterdam Partners
New York
$39.6M +$38.8M 3 2.11% New