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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
851
Fiduciary Trust International of Pennsylvania
Fiduciary Trust International of Pennsylvania
Pennsylvania
$56.5M +$3.38M 7 4.55% Increased
852
Private Advisor Group
Private Advisor Group
New Jersey
$56.4M +$1.42M 9 2.3% Increased
853
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$56.2M -$3.15M 9 7.34% Reduced
854
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$56M +$9.4M 4 9.31% Increased
855
Community Trust & Investment
Community Trust & Investment
Kentucky
$55.9M -$1.58M 5 7.14% Reduced
856
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$55.8M -$2.98M 7 6.05% Reduced
857
Junto Capital Management
Junto Capital Management
New York
$55.8M +$48.3M 3 7.33% Increased
858
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$55.7M -$7.2M 9 8.81% Reduced
859
VIA
Virtus Investment Advisers
Connecticut
$55.7M +$53.3M 10 3.56% New
860
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$55.7M -$3.61M 5 10.29% Reduced
861
Regal Partners
Regal Partners
Australia
$55.4M +$3.11M 1 14.42% Increased
862
HCM
Herndon Capital Management
Georgia
$55.1M -$32.1M 10 2.75% Reduced
863
Cetera Advisor Networks
Cetera Advisor Networks
California
$55.1M +$16.4M 8 2.1% Increased
864
MSI Financial Services
MSI Financial Services
Massachusetts
$55.1M -$2.41M 18 1.89% Reduced
865
First Allied Advisory Services
First Allied Advisory Services
California
$54.7M -$41.2K 9 2.9% Reduced
866
EULAV Asset Management
EULAV Asset Management
Florida
$54.7M -$2.88M 5 2.89% Reduced
867
Natixis Investment Managers International
Natixis Investment Managers International
France
$54.6M +$3.04M 7 5.58% Increased
868
TM
Tiger Management
New York
$54.4M -$1.06M 3 12.86% Reduced
869
JCM
Jag Capital Management
Missouri
$54.4M -$923K 7 10.63% Reduced
870
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$54.2M +$6.33M 12 3.74% Increased
871
Huber Capital Management
Huber Capital Management
California
$54.2M -$809K 3 2.13% Reduced
872
Quantitative Investment Management
Quantitative Investment Management
Virginia
$54M -$22.8M 7 1.78% Reduced
873
PDN
Pensionfund DSM Netherlands
Netherlands
$53.9M +$11.4M 6 7.23% Increased
874
Capital Growth Management
Capital Growth Management
Massachusetts
$53.8M +$9.26M 1 2.54% Increased
875
DS
Dalal Street
Texas
$53.8M $0 1 15.9% Maintained