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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
Becker Capital Management
Becker Capital Management
Oregon
$226M -$10.5M 6 7.46% Reduced
827
CC
Criteria Caixa
Spain
$226M +$53.3M 3 33.11% Increased
828
Central Trust Company
Central Trust Company
Missouri
$225M -$2.77M 18 5.54% Reduced
829
Seilern Investment Management
Seilern Investment Management
United Kingdom
$225M -$22.3M 2 14.72% Reduced
830
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$225M $0 3 26.16% Maintained
831
SCA
Snowden Capital Advisors
New York
$225M +$3.97M 14 7.19% Increased
832
Frontier Capital Management
Frontier Capital Management
Massachusetts
$224M +$69.6M 6 2.45% Increased
833
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$223M +$8.48M 18 7.5% Increased
834
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$223M -$94.5M 5 1.61% Reduced
835
DAM
Davis Asset Management
California
$222M $0 2 9.25% Maintained
836
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$222M -$486K 8 12.41% Reduced
837
Diversified Trust
Diversified Trust
Tennessee
$222M +$4.59M 15 5.49% Increased
838
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$222M +$3.78M 6 13.99% Increased
839
VCM
Violich Capital Management
California
$222M +$637K 5 29.94% Increased
840
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$222M -$8.46M 14 16.61% Reduced
841
GA
GuoLine Advisory
Singapore
$221M $0 3 23.45% Maintained
842
Fullerton Fund Management
Fullerton Fund Management
Singapore
$221M -$185M 6 14.17% Reduced
843
Capital Investment Advisors
Capital Investment Advisors
Georgia
$220M +$12.6M 7 4.31% Increased
844
Aureus Asset Management
Aureus Asset Management
Massachusetts
$219M -$2.37M 6 15.34% Reduced
845
CGL
Clarius Group LLC
Washington
$219M +$14.2M 9 13.75% Increased
846
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$219M +$66.8K 11 3.47% Increased
847
Community Trust & Investment
Community Trust & Investment
Kentucky
$219M +$2.01M 5 13.98% Increased
848
Osterweis Capital Management
Osterweis Capital Management
California
$219M -$8.06M 6 10.79% Reduced
849
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$218M +$2.46M 17 6.94% Increased
850
Private Wealth Partners
Private Wealth Partners
California
$218M -$15M 8 18.06% Reduced