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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
751
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$421M +$3.48M 2 1.23% Increased
752
Bowie Capital Management
Bowie Capital Management
Texas
$420M -$67.7M 4 17.88% Reduced
753
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$420M -$8.72M 8 7.38% Reduced
754
IHL
Investment House LLC
California
$417M +$1.27M 9 18.87% Increased
755
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$416M -$7.11M 9 9.22% Reduced
756
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$416M +$27.9M 4 6.42% Increased
757
Sterling Capital Management
Sterling Capital Management
North Carolina
$415M -$54.5M 33 7.03% Reduced
758
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$414M +$16.9M 17 3.89% Increased
759
Braun Stacey Associates
Braun Stacey Associates
New York
$413M +$6.88M 5 11.71% Increased
760
Harvest Fund Management
Harvest Fund Management
China
$413M -$12.8M 14 13.67% Reduced
761
CSM Advisors
CSM Advisors
Pennsylvania
$413M +$15.1M 11 8.82% Increased
762
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$412M -$5.95M 11 10.72% Reduced
763
SBI Securities
SBI Securities
Japan
$412M +$767K 43 9.36% Increased
764
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$412M -$56.1M 7 13.37% Reduced
765
NS Partners
NS Partners
United Kingdom
$411M -$25.5M 4 17.62% Reduced
766
Ossiam
Ossiam
France
$410M +$2.17M 16 5.43% Increased
767
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$408M -$13.4M 12 13.1% Reduced
768
FOF
Fenelon Opportunity Fund
Texas
$407M +$448M 1 20.26% New
769
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$406M +$37.5M 15 5.17% Increased
770
Vise Technologies
Vise Technologies
New York
$406M +$100M 20 4.59% Increased
771
Choreo LLC
Choreo LLC
Illinois
$404M -$207K 20 4.43% Reduced
772
WesBanco Bank
WesBanco Bank
West Virginia
$404M -$10.3M 12 10.04% Reduced
773
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services
New York
$403M +$7.58M 12 1.39% Increased
774
Caprock Group
Caprock Group
Idaho
$402M +$114M 18 7.71% Increased
775
Styrax Capital
Styrax Capital
New York
$402M -$27.1M 3 26.48% Reduced