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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
Foundry Partners
Foundry Partners
Minnesota
$51.9M +$4.84M 2 4.27% Increased
727
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$51.9M +$5.5M 6 5.24% Increased
728
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$51.6M +$6.42M 2 21.81% Increased
729
Jefferies Group
Jefferies Group
New York
$51.4M +$7.24M 9 0.3% Increased
730
Howland Capital Management
Howland Capital Management
Massachusetts
$51.4M +$386K 5 5.11% Increased
731
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$51.4M -$2.41M 6 3.94% Reduced
732
BTP
Bloom Tree Partners
New York
$51.1M +$21.8M 1 7.65% Increased
733
GW Henssler & Associates
GW Henssler & Associates
Georgia
$50.9M +$253K 3 5.7% Increased
734
IHL
Investment House LLC
California
$50.8M -$738K 5 8.2% Reduced
735
Great Lakes Advisors
Great Lakes Advisors
Illinois
$50.7M +$5.92M 5 1.57% Increased
736
RWC Asset Management
RWC Asset Management
United Kingdom
$50.4M -$12.9M 4 3.88% Reduced
737
SGA
Siguler Guff Advisers
New York
$50.3M $0 1 45.04% Maintained
738
Community Trust & Investment
Community Trust & Investment
Kentucky
$50.3M +$14.3M 4 6.92% Increased
739
WMC
Westwood Management Corporation
Illinois
$50.2M +$19.2M 4 8.65% Increased
740
Mizuho Securities USA
Mizuho Securities USA
New York
$50.1M -$1.29M 6 4.93% Reduced
741
PFC
Poplar Forest Capital
California
$50.1M -$1.66M 4 4.16% Reduced
742
Perpetual Ltd
Perpetual Ltd
Australia
$50M +$4.26M 4 5.88% Increased
743
MCM
McKinley Capital Management
Alaska
$50M -$195K 5 2.01% Reduced
744
Brighton Jones LLC
Brighton Jones LLC
Washington
$50M -$141K 5 11.44% Reduced
745
Quest Investment Management
Quest Investment Management
Oregon
$49.8M +$7.57M 5 5.92% Increased
746
Sirios Capital Management
Sirios Capital Management
Massachusetts
$49.7M -$27.3M 1 1.8% Reduced
747
SFM
Systematic Financial Management
New Jersey
$49.6M -$4.63M 2 0.37% Reduced
748
VFAM
Valley Forge Asset Management
Pennsylvania
$49.4M -$8.2M 3 5.86% Reduced
749
Aviance Capital Management
Aviance Capital Management
Florida
$49.3M +$20.1M 6 1.77% Increased
750
Old National Bancorp
Old National Bancorp
Indiana
$49.3M -$993K 5 3.14% Reduced