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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
Private Advisor Group
Private Advisor Group
New Jersey
$67.3M +$9M 11 2.21% Increased
777
RCM
Riverhead Capital Management
Delaware
$67M -$8.19M 11 4.13% Reduced
778
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$67M -$1.85M 6 7.21% Reduced
779
Nippon Life Insurance
Nippon Life Insurance
Japan
$66.6M +$1.55M 9 1.33% Increased
780
Old National Bancorp
Old National Bancorp
Indiana
$66.5M -$2.4M 9 3.81% Reduced
781
Horan Capital Management
Horan Capital Management
Maryland
$66.5M -$409K 5 17.19% Reduced
782
Cigna Investments
Cigna Investments
Connecticut
$66.5M +$66.6M 11 7.24% New
783
Mark Asset Management
Mark Asset Management
New York
$66.4M -$639K 4 17.34% Reduced
784
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$66.3M -$222K 5 5.75% Reduced
785
WhitTier Trust Company
WhitTier Trust Company
Nevada
$66.3M +$2.46M 11 7.04% Increased
786
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$66.2M +$2.22M 8 11.96% Increased
787
ARS Investment Partners
ARS Investment Partners
New York
$66.2M +$29.3M 6 10.19% Increased
788
JMH
J.M. Hartwell
New York
$66.2M -$3.07M 4 16.39% Reduced
789
First Long Island Investors
First Long Island Investors
New York
$66.1M -$848K 4 11.52% Reduced
790
Quest Investment Management
Quest Investment Management
Oregon
$66M +$3.12M 5 8.43% Increased
791
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$65.8M +$3.18M 11 7.35% Increased
792
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$65.4M $0 1 2.35% Maintained
793
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$65.3M +$661K 7 4.24% Increased
794
Soros Fund Management
Soros Fund Management
New York
$65.3M -$43.4M 5 1.51% Reduced
795
Close Asset Management
Close Asset Management
United Kingdom
$65M +$65.2M 8 9.86% New
796
Azimuth Capital Management
Azimuth Capital Management
Michigan
$65M +$3.47M 8 5.56% Increased
797
WI
Wafra Inc
New York
$64.6M -$9.24M 5 3.49% Reduced
798
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$64.4M $0 7 5.4% Maintained
799
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$64.2M -$196K 5 3.05% Reduced
800
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$64.1M -$1.85M 6 7.77% Reduced