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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
Cetera Advisors
Cetera Advisors
Colorado
$207M +$30.9M 16 4.02% Increased
777
Ashfield Capital Partners
Ashfield Capital Partners
California
$206M -$10.7M 9 14.69% Reduced
778
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$206M -$2.19M 17 7.52% Reduced
779
Park National Corp
Park National Corp
Ohio
$204M -$2.96M 6 8.61% Reduced
780
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$204M -$13.2M 8 13.36% Reduced
781
RWWM Inc
RWWM Inc
California
$202M +$39M 3 26.07% Increased
782
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$202M +$2.86M 9 13.47% Increased
783
Chilton Capital Management
Chilton Capital Management
Texas
$201M +$46.3K 5 11.28% Increased
784
Old National Bancorp
Old National Bancorp
Indiana
$201M -$4.97M 7 7.58% Reduced
785
Boston Financial Management
Boston Financial Management
Massachusetts
$201M -$2.11M 6 8.17% Reduced
786
MP
MFN Partners
Massachusetts
$201M -$136M 1 9.19% Reduced
787
QCI Asset Management
QCI Asset Management
New York
$199M +$5.76M 5 11.59% Increased
788
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$199M -$3.24M 6 12.99% Reduced
789
Granite Investment Partners
Granite Investment Partners
California
$198M +$4.64M 8 6.16% Increased
790
Atika Capital Management
Atika Capital Management
New York
$196M +$26.3M 8 11.69% Increased
791
General American Investors
General American Investors
New York
$196M +$2.29M 4 16.65% Increased
792
Howland Capital Management
Howland Capital Management
Massachusetts
$196M -$1.31M 8 10.33% Reduced
793
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$196M -$4.21M 5 9.96% Reduced
794
Logan Capital Management
Logan Capital Management
Pennsylvania
$196M -$3.18M 7 9.13% Reduced
795
Woodline Partners
Woodline Partners
California
$196M +$98.8M 9 3.2% Increased
796
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$196M -$2.46M 3 10.63% Reduced
797
Advisors Capital Management
Advisors Capital Management
New Jersey
$196M +$14.9M 7 5.97% Increased
798
Sound Shore Management
Sound Shore Management
Connecticut
$195M +$5.38M 2 5.5% Increased
799
HC
Henshaw Capital
Massachusetts
$194M -$1.88M 7 12.15% Reduced
800
TAM
Telemark Asset Management
Massachusetts
$194M +$22.1M 6 14.06% Increased