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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
Dragoneer Investment Group
Dragoneer Investment Group
California
$58.4M -$2.54M 1 22.96% Reduced
727
MIS
Morningstar Investment Services
Illinois
$58.1M +$295K 6 2.47% Increased
728
PIM
Profit Investment Management
Maryland
$57.4M -$9.7M 7 8.36% Reduced
729
WMS Partners
WMS Partners
Maryland
$57.2M -$2.93M 7 8.73% Reduced
730
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$57M -$12.5M 7 4.09% Reduced
731
DCM
Destrier Capital Management
New York
$56.4M -$26.8M 3 16.6% Reduced
732
NIT
NumerixS Investment Technologies
British Columbia, Canada
$56.1M +$6.45M 7 6.42% Increased
733
Trillium Asset Management
Trillium Asset Management
Massachusetts
$56.1M -$9.22M 5 3.93% Reduced
734
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$56M +$1.59M 7 9.44% Increased
735
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$55.8M -$10.4K 5 11.04% Reduced
736
Twin Capital Management
Twin Capital Management
Pennsylvania
$55.3M +$3.29M 6 5.24% Increased
737
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$55.1M -$3.58M 9 5.77% Reduced
738
Avenir Corporation
Avenir Corporation
Virginia
$55M -$97.4K 1 4.58% Reduced
739
Vision Capital Management
Vision Capital Management
Oregon
$54.8M -$7.49M 4 12.26% Reduced
740
Denver Investment Advisors
Denver Investment Advisors
Colorado
$54.7M +$3.09M 8 2.38% Increased
741
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$54.6M -$4.49M 4 8.82% Reduced
742
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$54.6M -$147K 5 3.49% Reduced
743
Veritable
Veritable
Delaware
$54.3M +$1.11M 8 1.59% Increased
744
Graticule Asia Macro Advisors
Graticule Asia Macro Advisors
New York
$54.3M -$33.6M 2 6.33% Reduced
745
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$53.7M -$1.28M 1 0.96% Reduced
746
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$53.6M -$2.63M 5 2.65% Reduced
747
Shapiro Capital Management
Shapiro Capital Management
Georgia
$53.6M -$169K 1 1.61% Reduced
748
Fullerton Fund Management
Fullerton Fund Management
Singapore
$53.2M +$5.92M 1 33.19% Increased
749
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$53M -$265K 5 7.13% Reduced
750
Nippon Life Insurance
Nippon Life Insurance
Japan
$52.7M -$1.65M 6 1.39% Reduced