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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
TDAM USA
TDAM USA
Ontario, Canada
$109M -$1.35M 7 7.64% Reduced
777
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$109M -$1.52M 9 8.13% Reduced
778
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$109M -$1.19M 6 9% Reduced
779
Boston Advisors
Boston Advisors
Massachusetts
$109M -$30.9M 9 5.81% Reduced
780
Alta Capital Management
Alta Capital Management
Utah
$109M +$9.31M 6 6.07% Increased
781
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$108M -$1.67M 7 8.73% Reduced
782
HC
Henshaw Capital
Massachusetts
$108M -$10.7K 7 9.22% Reduced
783
Central Trust Company
Central Trust Company
Missouri
$107M +$2.51M 15 6.1% Increased
784
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$107M -$316M 11 2.51% Reduced
785
Levin Capital Strategies
Levin Capital Strategies
New York
$107M +$9.6M 6 10.55% Increased
786
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$107M +$3.65M 7 6.94% Increased
787
HAM
Honeycomb Asset Management
New York
$107M -$56.7M 2 11.13% Reduced
788
CPWM LLC
CPWM LLC
Washington
$106M -$1.05M 7 14.86% Reduced
789
Avenir Corporation
Avenir Corporation
Virginia
$106M -$1.01M 2 11.06% Reduced
790
Osterweis Capital Management
Osterweis Capital Management
California
$106M -$12.5M 5 7.46% Reduced
791
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$106M +$6.74M 4 9.49% Increased
792
OP
Oldfield Partners
United Kingdom
$105M +$1.24M 2 10.06% Increased
793
Raymond James Trust
Raymond James Trust
Florida
$105M +$709K 10 5.79% Increased
794
Deer VIII & Co
Deer VIII & Co
New York
$105M -$103M 1 23.27% Reduced
795
Ashfield Capital Partners
Ashfield Capital Partners
California
$105M -$4.78M 8 10.77% Reduced
796
Boston Financial Management
Boston Financial Management
Massachusetts
$104M -$1.37M 6 6.04% Reduced
797
SCM
Silvant Capital Management
Georgia
$104M -$7.52M 7 18.69% Reduced
798
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$104M -$5.14M 6 7.58% Reduced
799
Mercer Global Advisors
Mercer Global Advisors
Colorado
$104M -$808K 14 2.76% Reduced
800
Thrive Capital Management (New York)
Thrive Capital Management (New York)
New York
$104M -$108M 1 67.34% Reduced