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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
Ruffer LLP
Ruffer LLP
United Kingdom
$215M +$49.6M 2 11.93% Increased
752
Hancock Whitney
Hancock Whitney
Mississippi
$214M -$8.25M 8 8.82% Reduced
753
Sit Investment Associates
Sit Investment Associates
Minnesota
$213M +$3.12M 7 5.85% Increased
754
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$213M -$2.59M 8 11.8% Reduced
755
United Services Automobile Association
United Services Automobile Association
Texas
$212M +$19.5M 9 5.35% Increased
756
Chilton Capital Management
Chilton Capital Management
Texas
$211M +$652K 7 11.82% Increased
757
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$211M -$13.7M 22 10.52% Reduced
758
Verition Fund Management
Verition Fund Management
Connecticut
$210M +$39.7M 24 2.45% Increased
759
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$210M -$21M 4 28.14% Reduced
760
Washington Trust
Washington Trust
Rhode Island
$209M -$2.66M 14 9.21% Reduced
761
Meag Munich Ergo
Meag Munich Ergo
Germany
$209M +$16.1M 6 9.11% Increased
762
Alpha Cubed Investments
Alpha Cubed Investments
California
$208M +$8.23M 7 14% Increased
763
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$208M +$13.8M 3 21.26% Increased
764
KCM Investment Advisors
KCM Investment Advisors
California
$206M -$6.21M 6 8.88% Reduced
765
HC
Henshaw Capital
Massachusetts
$206M $0 5 11.91% Maintained
766
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$205M +$4.17M 10 7.95% Increased
767
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$205M +$8.32M 10 10.47% Increased
768
Becker Capital Management
Becker Capital Management
Oregon
$205M -$1.35M 6 8.12% Reduced
769
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$204M -$486K 16 7.49% Reduced
770
Strategy Capital
Strategy Capital
California
$204M -$502K 2 28.47% Reduced
771
Westpac Banking Corp
Westpac Banking Corp
Australia
$203M +$13.5M 14 15.16% Increased
772
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$202M -$24.6M 4 26.91% Reduced
773
NAM
NorthCrest Asset Manangement
Minnesota
$202M -$16.5M 10 8.23% Reduced
774
YCG LLC
YCG LLC
Texas
$202M -$4.42M 3 18.64% Reduced
775
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$201M -$1.36M 6 13.07% Reduced