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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
826
Avity Investment Management
Avity Investment Management
Connecticut
$165M -$4.88M 7 14.92% Reduced
827
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$164M -$11.3M 7 10.12% Reduced
828
Granite Investment Partners
Granite Investment Partners
California
$164M +$7.58M 7 5.46% Increased
829
QCI Asset Management
QCI Asset Management
New York
$164M -$4.86M 5 10.28% Reduced
830
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$164M +$4.76M 3 20.42% Increased
831
KIP
Kayak Investment Partners
California
$164M -$20.1M 4 21.14% Reduced
832
Palladium Partners
Palladium Partners
Virginia
$164M +$91K 8 8.12% Increased
833
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$164M -$2.58M 7 11.51% Reduced
834
HC
Henshaw Capital
Massachusetts
$163M -$1.98M 7 10.92% Reduced
835
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$163M -$10.5M 3 9.6% Reduced
836
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$163M -$10.3M 10 4.88% Reduced
837
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$163M -$6.51M 5 10.84% Reduced
838
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$163M +$4.39M 8 12.25% Increased
839
Blue Whale Capital
Blue Whale Capital
United Kingdom
$163M +$12.3M 3 21.44% Increased
840
Howland Capital Management
Howland Capital Management
Massachusetts
$162M +$368K 8 9.05% Increased
841
Capital Wealth Planning
Capital Wealth Planning
Florida
$162M +$17.8M 7 5.3% Increased
842
Capstone Investment Advisors
Capstone Investment Advisors
New York
$162M +$66.3M 6 0.48% Increased
843
Advisor Partners
Advisor Partners
California
$161M -$3.89M 11 11.52% Reduced
844
MCM
McKinley Capital Management
Alaska
$160M -$4.96M 7 12.06% Reduced
845
IRF
IBM Retirement Fund
New York
$160M -$15M 14 11.3% Reduced
846
MC
Maplelane Capital
New York
$160M -$406M 5 3.37% Reduced
847
LS Investment Advisors
LS Investment Advisors
Michigan
$159M -$1.98M 10 8.89% Reduced
848
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$159M +$903K 17 6.96% Increased
849
Unigestion Holding
Unigestion Holding
Switzerland
$159M +$95.3M 8 5.63% Increased
850
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$158M +$6.8M 6 12.35% Increased