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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
Citizens Financial Group
Citizens Financial Group
Rhode Island
$154M +$1.29M 10 6.84% Increased
752
Empire Life Investments
Empire Life Investments
Ontario, Canada
$154M -$2.01M 4 11.71% Reduced
753
PIM
Platinum Investment Management
Australia
$154M -$2.49M 6 6.43% Reduced
754
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$154M -$1.05M 11 8.59% Reduced
755
NAM
NorthCrest Asset Manangement
Minnesota
$154M +$2.38M 11 8.33% Increased
756
Chicago Capital
Chicago Capital
Illinois
$153M +$1.88M 8 8.86% Increased
757
NFJ Investment Group
NFJ Investment Group
Texas
$153M -$19.1M 8 4% Reduced
758
DAM
Davis Asset Management
California
$153M $0 2 8.95% Maintained
759
Park National Corp
Park National Corp
Ohio
$152M -$1.13M 6 7.64% Reduced
760
MFWM
Motley Fool Wealth Management
Virginia
$152M -$3.42M 4 9.96% Reduced
761
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$152M -$32.3M 12 3.78% Reduced
762
Discerene Group
Discerene Group
Connecticut
$151M $0 1 22.32% Maintained
763
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$151M +$15.7M 4 6.81% Increased
764
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$151M +$7.31M 8 9.5% Increased
765
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$151M +$3.73M 2 7.48% Increased
766
ALPS Advisors
ALPS Advisors
Colorado
$151M -$745K 16 1.43% Reduced
767
Fullerton Fund Management
Fullerton Fund Management
Singapore
$151M +$29.8M 4 11.22% Increased
768
Veritable
Veritable
Delaware
$151M -$20.3M 9 2.92% Reduced
769
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$151M -$2.89M 12 11.63% Reduced
770
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$150M +$32.5M 14 3.97% Increased
771
Covea Finance
Covea Finance
France
$150M +$150M 3 7.89% Increased
772
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$150M -$3.47M 7 12.21% Reduced
773
Wedbush Securities
Wedbush Securities
California
$150M +$6.49M 13 8.42% Increased
774
Altshuler Shaham
Altshuler Shaham
Israel
$150M -$275M 7 3.68% Reduced
775
SCA
Snowden Capital Advisors
New York
$150M +$4.9M 15 6.78% Increased