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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
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$96M +$4.94M 8 5.19% Increased
777
TAM
Telemark Asset Management
Massachusetts
$96M $0 2 14% Maintained
778
Brandes Investment Partners
Brandes Investment Partners
California
$95.4M -$6.99M 3 2.04% Reduced
779
Bailard
Bailard
California
$94.7M +$7.7M 9 6.05% Increased
780
RCM
Riverhead Capital Management
Delaware
$94.6M -$6.61M 13 3.98% Reduced
781
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$93.4M -$1.74M 8 4.51% Reduced
782
Bridges Investment Management
Bridges Investment Management
Nebraska
$93M +$29.9M 6 4.28% Increased
783
WestEnd Advisors
WestEnd Advisors
North Carolina
$93M -$6.08M 2 8.76% Reduced
784
Oaktree Capital Management
Oaktree Capital Management
California
$92.9M +$2.84M 1 1.47% Increased
785
Veritable
Veritable
Delaware
$92.8M +$1.16M 12 2% Increased
786
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$92.8M +$2.35M 10 7.24% Increased
787
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$92.6M +$48.9M 6 5.7% Increased
788
Coldstream Capital Management
Coldstream Capital Management
Washington
$92.6M +$15.5M 9 10% Increased
789
Jefferies Group
Jefferies Group
New York
$92.4M +$38.9M 16 0.5% Increased
790
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$92.2M -$14.2M 7 7.68% Reduced
791
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$91.8M -$9.14M 2 25.68% Reduced
792
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$91.7M -$1.29M 6 8.53% Reduced
793
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$91.6M -$3.85M 11 8.7% Reduced
794
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$91.5M -$2.68M 6 10.72% Reduced
795
GAMCO Investors
GAMCO Investors
Connecticut
$91.5M -$7.33M 7 0.62% Reduced
796
Stack Financial Management
Stack Financial Management
Montana
$91.5M -$650K 3 10.81% Reduced
797
Levin Capital Strategies
Levin Capital Strategies
New York
$91.5M -$3.1M 8 1.66% Reduced
798
Think Investments
Think Investments
California
$91.3M -$8M 2 19.93% Reduced
799
MI
Markston International
New York
$91.1M -$4.21M 7 9.82% Reduced
800
CMG
Cavalry Management Group
California
$90.9M -$2M 3 25.93% Reduced