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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
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$122M -$205K 9 2.22% Reduced
852
Granite Investment Partners
Granite Investment Partners
California
$121M -$28M 7 5.04% Reduced
853
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$121M -$2.14M 7 5.49% Reduced
854
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$121M -$23.9M 12 3.13% Reduced
855
Verition Fund Management
Verition Fund Management
Connecticut
$121M +$18.8M 20 1.88% Increased
856
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$121M +$4.24M 6 11.45% Increased
857
SAI
Systematic Alpha Investments
New Jersey
$121M -$2.29M 7 6.11% Reduced
858
Evergreen Capital Management
Evergreen Capital Management
Washington
$121M +$3.3M 10 5.67% Increased
859
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$120M +$1.6M 5 16.95% Increased
860
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$120M +$1.31M 7 8.84% Increased
861
CDH
Charles D. Hyman
$120M -$629K 7 8.2% Reduced
862
GAMCO Investors
GAMCO Investors
Connecticut
$120M -$4.84M 13 1.29% Reduced
863
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$120M +$1.53M 5 9.88% Increased
864
Sigma Planning Corp
Sigma Planning Corp
Michigan
$120M -$4.02M 16 4.28% Reduced
865
Timucuan Asset Management
Timucuan Asset Management
Florida
$120M +$1.81M 1 5.19% Increased
866
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$119M +$493K 4 9.9% Increased
867
IG
Ithaka Group
Virginia
$119M +$56.2M 2 13.67% Increased
868
PointState Capital
PointState Capital
New York
$119M -$435M 1 3.62% Reduced
869
Magnetar Financial
Magnetar Financial
Illinois
$119M -$5.43M 4 2.02% Reduced
870
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$119M +$8.37M 5 8.13% Increased
871
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$119M -$5.77M 7 13.37% Reduced
872
Vident Investment Advisory
Vident Investment Advisory
Georgia
$118M +$13.1M 24 4.46% Increased
873
Styrax Capital
Styrax Capital
New York
$118M +$51.9M 2 26.85% Increased
874
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$118M -$3.03M 7 9.23% Reduced
875
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$118M -$160M 5 0.92% Reduced