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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
LS Investment Advisors
LS Investment Advisors
Michigan
$70.2M -$1.72M 12 4.18% Reduced
852
Citizens Financial Group
Citizens Financial Group
Rhode Island
$70M -$2.38M 11 5.97% Reduced
853
DCM
Decatur Capital Management
Georgia
$69.8M +$5.85M 3 13.38% Increased
854
Colony Group
Colony Group
Massachusetts
$69.6M +$38.6K 8 4.75% Increased
855
Mark Asset Management
Mark Asset Management
New York
$69.1M -$1.89M 4 15.03% Reduced
856
Community Trust & Investment
Community Trust & Investment
Kentucky
$68.7M -$1.59M 5 7.37% Reduced
857
Clal Insurance
Clal Insurance
Israel
$68.6M +$8.67M 2 1.66% Increased
858
Nippon Life Insurance
Nippon Life Insurance
Japan
$68.5M -$191K 9 1.29% Reduced
859
HHC
Hutchin Hill Capital
New York
$68.4M +$8.32M 7 2.59% Increased
860
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$68.4M +$8.59M 7 12.24% Increased
861
KCM
Keywise Capital Management
Cayman Islands
$68.4M +$47.5M 1 27.04% Increased
862
Howard Capital Management (New York)
Howard Capital Management (New York)
New York
$68.2M -$219K 5 10.51% Reduced
863
Myriad Asset Management
Myriad Asset Management
Hong Kong
$68.2M -$3.55M 1 6.62% Reduced
864
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$68M -$202K 5 4.17% Reduced
865
Todd Asset Management
Todd Asset Management
Kentucky
$68M -$15.5M 4 1.88% Reduced
866
CK
Cohen Klingenstein
New York
$67.8M -$103K 7 10.24% Reduced
867
FHAM
Folger Hill Asset Management
New York
$67.6M +$25.7M 5 5.86% Increased
868
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$67.4M +$1.42M 7 6.9% Increased
869
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$67.4M -$1.88M 8 8.59% Reduced
870
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$67.3M -$7.11M 5 5.83% Reduced
871
Eastern Bank
Eastern Bank
Massachusetts
$67M +$4.59M 6 4.74% Increased
872
IG
Ithaka Group
Virginia
$66.8M +$3.36M 3 12.29% Increased
873
SC
Stralem & Co
New York
$66.6M -$19.5M 3 9.58% Reduced
874
Cohen & Steers
Cohen & Steers
New York
$66.6M +$21.8M 3 0.18% Increased
875
Janney Capital Management
Janney Capital Management
Pennsylvania
$66.5M +$2.99M 7 2.87% Increased