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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
776
Coldstream Capital Management
Coldstream Capital Management
Washington
$40.4M -$19.5M 3 13.01% Reduced
777
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$40.3M +$4.38M 2 9.19% Increased
778
CK
Cohen Klingenstein
New York
$40M -$278K 6 7.95% Reduced
779
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$40M -$194K 3 5.82% Reduced
780
RWC Asset Management
RWC Asset Management
United Kingdom
$39.9M +$3.87M 3 4.23% Increased
781
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$39.8M +$4.78M 5 9.61% Increased
782
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$39.7M -$6.95M 4 8.15% Reduced
783
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$39.5M -$13.2M 8 0.85% Reduced
784
BFO
Boston Family Office
Massachusetts
$39.4M +$87.5K 8 5.2% Increased
785
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$39.3M +$330K 12 1.21% Increased
786
Constellation Investments
Constellation Investments
Ohio
$39.2M +$2.55M 7 9.98% Increased
787
Webster Bank
Webster Bank
Connecticut
$39.1M -$2.03M 5 5.47% Reduced
788
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$39M -$282K 8 6.74% Reduced
789
BBVA USA Bancshares
BBVA USA Bancshares
Texas
$39M -$262K 6 1.7% Reduced
790
Capstone Investment Advisors
Capstone Investment Advisors
New York
$39M -$1.02M 3 0.43% Reduced
791
PDN
Pensionfund DSM Netherlands
Netherlands
$39M +$1.06M 4 6.04% Increased
792
Washington Trust
Washington Trust
Rhode Island
$38.9M -$213K 5 2.96% Reduced
793
Central Trust Company
Central Trust Company
Missouri
$38.8M +$2.01M 9 3.26% Increased
794
Select Equity Group
Select Equity Group
New York
$38.8M +$35M 2 0.4% New
795
Henry H. Armstrong Associates
Henry H. Armstrong Associates
Pennsylvania
$38.7M -$1.33M 3 8.01% Reduced
796
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$38.6M -$311K 4 4.06% Reduced
797
QV Investors
QV Investors
Alberta, Canada
$38.6M +$37.5M 1 7.19% New
798
NEI
Northwest & Ethical Investments
Ontario, Canada
$38.6M -$9.6M 3 2.56% Reduced
799
TH
Timber Hill
Connecticut
$38.6M -$50.2M 6 0.14% Reduced
800
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$38.4M +$167K 4 3.88% Increased