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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
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$52.8M -$11.1M 5 3.01% Reduced
727
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$52.7M -$396K 5 2.17% Reduced
728
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$52.6M -$893K 3 10.54% Reduced
729
Brighton Jones LLC
Brighton Jones LLC
Washington
$52.5M -$4.46M 5 11.87% Reduced
730
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$52.2M -$5.18M 5 2.31% Reduced
731
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$52.1M +$6.03M 8 2.33% Increased
732
Advisors Asset Management
Advisors Asset Management
Colorado
$51.9M -$12.7M 10 0.69% Reduced
733
Palladium Partners
Palladium Partners
Virginia
$51.6M +$1.4M 4 4.43% Increased
734
Nippon Life Insurance
Nippon Life Insurance
Japan
$51.4M -$1.54M 6 1.27% Reduced
735
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$50.9M +$15M 4 6.22% Increased
736
Sirios Capital Management
Sirios Capital Management
Massachusetts
$50.6M -$1.22M 1 1.87% Reduced
737
Braun Stacey Associates
Braun Stacey Associates
New York
$50.6M -$181K 3 2.96% Reduced
738
Twin Capital Management
Twin Capital Management
Pennsylvania
$50.4M +$5.53M 5 4.42% Increased
739
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$50.4M -$29.9M 3 2.45% Reduced
740
MIS
Morningstar Investment Services
Illinois
$50.3M +$6.39M 6 2.19% Increased
741
Shapiro Capital Management
Shapiro Capital Management
Georgia
$50.2M -$316K 1 1.25% Reduced
742
PFC
Poplar Forest Capital
California
$50M +$6.56M 4 3.66% Increased
743
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$50M +$2.78M 7 3.46% Increased
744
Howland Capital Management
Howland Capital Management
Massachusetts
$50M +$834K 6 5.09% Increased
745
Washington Trust
Washington Trust
Rhode Island
$49.6M +$2.8M 5 3.29% Increased
746
IHL
Investment House LLC
California
$49.5M -$891K 5 7.99% Reduced
747
AIM
Allen Investment Management
New York
$49M +$17.9M 3 3.59% Increased
748
Fullerton Fund Management
Fullerton Fund Management
Singapore
$48.8M +$23.9M 1 42.79% Increased
749
Bridgewater Associates
Bridgewater Associates
Connecticut
$48.8M -$26.7M 7 0.38% Reduced
750
Quest Investment Management
Quest Investment Management
Oregon
$48.8M -$2.43M 6 6.61% Reduced