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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
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$73M +$781K 6 8.66% Increased
727
RIM
Rainier Investment Management
Washington
$72.7M +$4.14M 3 2.84% Increased
728
MIS
Morningstar Investment Services
Illinois
$71.8M +$4.14M 7 2.84% Increased
729
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$71.7M +$12M 11 1.7% Increased
730
Meeder Asset Management
Meeder Asset Management
Ohio
$71.6M +$41.9M 10 6.46% Increased
731
First Long Island Investors
First Long Island Investors
New York
$71.1M -$493K 5 13.5% Reduced
732
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$70.9M +$18.5M 5 4.05% Increased
733
South Texas Money Management
South Texas Money Management
Texas
$70.5M -$3.89M 5 4.03% Reduced
734
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$70.3M -$11.2M 1 3.27% Reduced
735
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$70.2M -$10.5M 9 6.4% Reduced
736
Park National Corp
Park National Corp
Ohio
$69.9M +$909K 7 4.73% Increased
737
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$69.8M -$48.5M 5 8.99% Reduced
738
T
TOBAM
France
$69.7M +$31.4M 4 3.01% Increased
739
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$68.8M $0 2 21.46% Maintained
740
ZAM
Zenit Asset Management
Sweden
$68.8M -$53.3M 3 15.31% Reduced
741
Pinnacle Associates
Pinnacle Associates
New York
$68.8M +$742K 11 1.44% Increased
742
Avenir Corporation
Avenir Corporation
Virginia
$68.4M -$487K 1 5.51% Reduced
743
WMS Partners
WMS Partners
Maryland
$68.4M +$248K 8 9.85% Increased
744
SG
Swarthmore Group
Pennsylvania
$68.2M +$23.2M 4 7.31% Increased
745
Global Endowment Management
Global Endowment Management
North Carolina
$67.9M -$7.32M 3 12.49% Reduced
746
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$67.8M -$7.33M 4 1.02% Reduced
747
R.M. Davis Inc
R.M. Davis Inc
Maine
$67.6M -$3.53M 6 3.46% Reduced
748
Fullerton Fund Management
Fullerton Fund Management
Singapore
$66.6M -$6.52M 1 50.91% Reduced
749
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$66.5M +$6.17M 6 1.1% Increased
750
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$66.5M +$74.7K 6 12.47% Increased