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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
Summitry LLC
Summitry LLC
California
$103M -$2.34M 5 9.55% Reduced
777
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$103M +$1.4M 8 5.36% Increased
778
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$102M +$19.1M 7 2.94% Increased
779
Howland Capital Management
Howland Capital Management
Massachusetts
$102M -$2.61M 7 8.14% Reduced
780
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$102M -$728K 1 2.98% Reduced
781
TDAM USA
TDAM USA
Ontario, Canada
$102M -$8.23M 9 6.45% Reduced
782
WAM
WIM Asset Management
Hong Kong
$101M $0 3 47.08% Maintained
783
Unigestion Holding
Unigestion Holding
Switzerland
$101M +$104M 8 2% New
784
Todd Asset Management
Todd Asset Management
Kentucky
$101M +$9.8M 7 2.83% Increased
785
Wealthfront
Wealthfront
California
$100M -$13.1M 11 1.03% Reduced
786
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$100M -$518K 6 8.67% Reduced
787
RCM
Riverhead Capital Management
Delaware
$100M -$56.4K 13 3.96% Reduced
788
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$100M -$112K 8 4.66% Reduced
789
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$100M +$9.8M 11 9.09% Increased
790
Horan Capital Management
Horan Capital Management
Maryland
$100M +$37.8M 5 19.55% Increased
791
Veritable
Veritable
Delaware
$100M -$22.9K 12 2.1% Reduced
792
HCM
Hoplite Capital Management
New York
$100M +$49.6M 2 8.7% Increased
793
Think Investments
Think Investments
California
$100M $0 2 30.35% Maintained
794
Twin Tree Management
Twin Tree Management
Texas
$99.4M +$3.26M 10 0.61% Increased
795
Coldstream Capital Management
Coldstream Capital Management
Washington
$99.4M -$1.48M 7 10.04% Reduced
796
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$98.7M -$2.7M 3 2.47% Reduced
797
EAM
EastBay Asset Management
New York
$98.4M +$52M 2 5.54% Increased
798
Global Endowment Management
Global Endowment Management
North Carolina
$98.3M +$648K 4 12.86% Increased
799
Cigna Investments
Cigna Investments
Connecticut
$98.3M -$12.1M 11 7.1% Reduced
800
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$97M -$1.87M 6 8.79% Reduced