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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
Amica Pension Fund Board of Trustees
Amica Pension Fund Board of Trustees
Rhode Island
$45.1M -$15.8K 7 5.79% Reduced
727
PFC
Poplar Forest Capital
California
$45M +$873K 3 4.47% Increased
728
GCM
Glynn Capital Management
California
$45M +$5.78M 4 14.51% Increased
729
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
$44.9M +$41.9M 1 2.89% New
730
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$44.5M -$768K 5 3.34% Reduced
731
Granite Investment Partners
Granite Investment Partners
California
$44.4M -$883K 5 6.3% Reduced
732
BAMCO Inc
BAMCO Inc
New York
$44M +$1.14M 4 0.17% Increased
733
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$43.9M -$13.2M 7 0.96% Reduced
734
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$43.8M +$282K 3 5.79% Increased
735
Torray Investment Partners
Torray Investment Partners
Maryland
$43.8M +$19.4M 3 4.44% Increased
736
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$43.7M +$16.5M 3 2.04% Increased
737
PRC
Platte River Capital
Colorado
$43.7M -$1.05M 5 6.62% Reduced
738
GAMCO Investors
GAMCO Investors
Connecticut
$43.5M +$1.9M 5 0.23% Increased
739
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$43.4M +$2.3M 5 0.62% Increased
740
Advisory Research
Advisory Research
Illinois
$43.4M -$167K 2 0.4% Reduced
741
Azimuth Capital Management
Azimuth Capital Management
Michigan
$43.2M +$6.36M 6 4.81% Increased
742
LS Investment Advisors
LS Investment Advisors
Michigan
$43.1M -$4.56M 9 3.67% Reduced
743
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$43.1M -$254K 5 5.4% Reduced
744
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$43M +$42.8M 10 2.58% New
745
Tufton Capital Management
Tufton Capital Management
Maryland
$43M +$4.25M 5 8.71% Increased
746
SG
Swarthmore Group
Pennsylvania
$42.8M +$12.1M 2 4.51% Increased
747
KG
Killen Group
Pennsylvania
$42.6M +$414K 2 2.22% Increased
748
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$42.6M -$29.8K 3 10.16% Reduced
749
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$42.5M -$6.45M 4 10.16% Reduced
750
WA
Wintergreen Advisers
New Jersey
$42.4M -$291K 1 5.44% Reduced