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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
Palladium Partners
Palladium Partners
Virginia
$81.9M +$119K 6 6.06% Increased
852
Lannebo Fonder
Lannebo Fonder
Sweden
$81.8M +$7.56M 6 35.14% Increased
853
Empire Life Investments
Empire Life Investments
Ontario, Canada
$81.8M +$18.9M 4 5.8% Increased
854
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$81.6M -$16.9M 6 7.23% Reduced
855
AAM
AO Asset Management
New York
$81.6M -$11.7M 5 14.03% Reduced
856
Timucuan Asset Management
Timucuan Asset Management
Florida
$80.8M +$86.5M 1 6.11% New
857
Granite Investment Partners
Granite Investment Partners
California
$80.8M -$3.52M 6 5.4% Reduced
858
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$80.5M +$4.08M 5 7.77% Increased
859
Citizens Financial Group
Citizens Financial Group
Rhode Island
$80.3M -$4.27M 10 6.74% Reduced
860
James Hambro & Partners
James Hambro & Partners
United Kingdom
$80.3M +$37.9M 4 31.56% Increased
861
Ashfield Capital Partners
Ashfield Capital Partners
California
$80M -$795K 9 10.4% Reduced
862
Castle Hook Partners
Castle Hook Partners
New York
$79.3M -$79M 3 5.69% Reduced
863
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$79.3M -$14.4M 3 17.78% Reduced
864
Old National Bancorp
Old National Bancorp
Indiana
$79.2M -$2.63M 10 4.18% Reduced
865
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$78.9M +$24.7M 12 4.46% Increased
866
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$78.8M -$858K 7 13.35% Reduced
867
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$78.6M -$12.6M 9 12.72% Reduced
868
Deltec Asset Management
Deltec Asset Management
New York
$78.4M -$1.03M 7 15.66% Reduced
869
Barton Investment Management
Barton Investment Management
Pennsylvania
$78.4M -$3.45M 5 14.45% Reduced
870
Eastern Bank
Eastern Bank
Massachusetts
$78.1M -$3.67M 6 5.46% Reduced
871
Raymond James Trust
Raymond James Trust
Florida
$78.1M +$923K 11 5.39% Increased
872
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$77.6M +$971K 11 3.77% Increased
873
CAM
Centre Asset Management
New York
$77.4M +$8.02M 5 17.89% Increased
874
Burney Company
Burney Company
Virginia
$77.4M -$2.33M 12 4.79% Reduced
875
BIC
Beach Investment Counsel
Pennsylvania
$77.3M +$9.12M 7 8.05% Increased