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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
Nippon Life Insurance
Nippon Life Insurance
Japan
$61.6M -$484K 9 1.51% Reduced
777
Granite Investment Partners
Granite Investment Partners
California
$61.2M +$5.4M 6 5.55% Increased
778
EARNEST Partners
EARNEST Partners
Georgia
$61.2M -$6.72M 2 0.64% Reduced
779
Global Endowment Management
Global Endowment Management
North Carolina
$61.2M $0 3 13.09% Maintained
780
AI
ArchPoint Investors
Florida
$61.2M +$33.4M 4 33.51% Increased
781
Fullerton Fund Management
Fullerton Fund Management
Singapore
$61M -$3.32M 1 43.91% Reduced
782
First Long Island Investors
First Long Island Investors
New York
$60.7M -$7.34M 4 11.57% Reduced
783
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$60.5M -$2.8M 7 3.03% Reduced
784
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$60.2M +$2.14M 7 6.01% Increased
785
SKBA Capital Management
SKBA Capital Management
California
$59.8M -$1.33M 3 6.02% Reduced
786
Cohen & Steers
Cohen & Steers
New York
$59.1M +$982K 4 0.16% Increased
787
Personal Capital Advisors
Personal Capital Advisors
California
$59.1M +$1.25M 5 2.72% Increased
788
Mark Asset Management
Mark Asset Management
New York
$59M +$10.6M 5 17.11% Increased
789
LMR Partners
LMR Partners
United Kingdom
$59M +$22.4M 6 6.44% Increased
790
Denver Investment Advisors
Denver Investment Advisors
Colorado
$58.7M -$771K 7 2.6% Reduced
791
JMH
J.M. Hartwell
New York
$58.6M +$411K 4 14.15% Increased
792
Palladium Partners
Palladium Partners
Virginia
$58.4M -$4.02M 5 5.37% Reduced
793
Altrinsic Global Advisors
Altrinsic Global Advisors
Connecticut
$58.4M -$3.67M 3 1.63% Reduced
794
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$58.3M -$3.69M 6 3.74% Reduced
795
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$58.1M +$3.6M 6 5.47% Increased
796
BHF Kleinwort Benson Group
BHF Kleinwort Benson Group
Belgium
$57.9M -$209M 6 1.68% Reduced
797
WhitTier Trust Company
WhitTier Trust Company
Nevada
$57.5M +$649K 11 6.72% Increased
798
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$57.5M +$769K 7 7.1% Increased
799
Hikari Tsushin Inc
Hikari Tsushin Inc
Japan
$57.4M +$4.41M 3 13.48% Increased
800
Azimuth Capital Management
Azimuth Capital Management
Michigan
$57.3M -$410K 8 5.47% Reduced