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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
Old National Bancorp
Old National Bancorp
Indiana
$92.4M +$9.32M 10 4.83% Increased
852
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$92.3M +$555K 3 10.92% Increased
853
Cetera Advisor Networks
Cetera Advisor Networks
California
$92M +$2.38M 12 2.99% Increased
854
Palladium Partners
Palladium Partners
Virginia
$91.7M -$6.34M 6 6.61% Reduced
855
Levin Capital Strategies
Levin Capital Strategies
New York
$91.5M -$1.22M 6 10.26% Reduced
856
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$91.5M +$2.09M 6 4.98% Increased
857
InterOcean Capital
InterOcean Capital
Illinois
$91.4M +$2.93M 7 8.51% Increased
858
WM
WS Management
Florida
$91.4M -$32.1M 2 5.54% Reduced
859
Granite Investment Partners
Granite Investment Partners
California
$91.2M +$269K 6 5.17% Increased
860
EULAV Asset Management
EULAV Asset Management
Florida
$91.1M +$6.62M 3 3.75% Increased
861
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$90.8M -$2.34M 5 9.51% Reduced
862
KCM
Kingdon Capital Management
New York
$90.6M +$40.7M 3 12.11% Increased
863
Park National Corp
Park National Corp
Ohio
$90.6M +$2.33M 7 5.1% Increased
864
Meeder Asset Management
Meeder Asset Management
Ohio
$90.4M -$7M 13 7.14% Reduced
865
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$90M +$5.8M 6 11.69% Increased
866
LCM
Lomas Capital Management
New York
$90M -$18.4M 2 9.67% Reduced
867
Empire Life Investments
Empire Life Investments
Ontario, Canada
$90M -$10.2M 3 7.54% Reduced
868
Aureus Asset Management
Aureus Asset Management
Massachusetts
$89.9M +$8.48M 6 11.91% Increased
869
Junto Capital Management
Junto Capital Management
New York
$89.9M -$69.7M 2 5.17% Reduced
870
QCI Asset Management
QCI Asset Management
New York
$89.4M +$3.32M 7 8.79% Increased
871
ACPU
Arrowgrass Capital Partners (US)
Delaware
$89.1M -$15.6M 5 2.63% Reduced
872
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
$89.1M +$27.7M 2 10.62% Increased
873
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$89.1M -$3.22M 7 10.34% Reduced
874
Cerity Partners
Cerity Partners
New York
$89M -$10.2M 10 5.99% Reduced
875
Azimuth Capital Management
Azimuth Capital Management
Michigan
$88.7M +$6.45M 8 5.95% Increased