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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
876
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$37.7M +$3.26M 2 5.7% Increased
877
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$37.6M -$4.43M 4 0.78% Reduced
878
PDN
Pensionfund DSM Netherlands
Netherlands
$37.5M $0 4 5.5% Maintained
879
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$37.4M +$1.05M 5 3.7% Increased
880
Woodstock Corp
Woodstock Corp
Massachusetts
$37.3M -$1.3M 6 7.18% Reduced
881
Cohen & Steers
Cohen & Steers
New York
$37.3M -$12.2M 3 0.11% Reduced
882
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$37.2M +$11.5M 3 7.33% Increased
883
HBK Investments
HBK Investments
Texas
$37.1M -$110M 7 0.58% Reduced
884
Community Trust & Investment
Community Trust & Investment
Kentucky
$37.1M +$13.2M 4 5.42% Increased
885
Burney Company
Burney Company
Virginia
$37M +$1.51M 5 3.17% Increased
886
Covington Capital Management
Covington Capital Management
California
$36.8M -$4.38M 5 3.37% Reduced
887
LGT Capital Partners
LGT Capital Partners
Switzerland
$36.7M -$11.3M 5 9.47% Reduced
888
Omega Advisors
Omega Advisors
New York
$36.4M +$36.8M 1 0.54% New
889
KLC
Knowledge Leaders Capital
Colorado
$36.4M +$504K 4 11.05% Increased
890
QCI Asset Management
QCI Asset Management
New York
$35.9M +$363K 8 5.63% Increased
891
PAM
Private Asset Management
California
$35.9M +$1.85M 5 5.74% Increased
892
CK
Cohen Klingenstein
New York
$35.8M $0 6 6.31% Maintained
893
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$35.6M +$2.09M 8 5.44% Increased
894
CEI
Clark Estates Inc
New York
$35.6M +$3.17M 5 5.68% Increased
895
SCM
SAB Capital Management
New York
$35.5M +$35.9M 1 1.71% New
896
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$35.5M +$1.65M 5 8.52% Increased
897
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$35.4M -$1.92M 4 5.66% Reduced
898
Acadian Asset Management
Acadian Asset Management
Massachusetts
$35.3M +$17M 6 0.17% Increased
899
OAM
Origin Asset Management
United Kingdom
$35.3M -$1.82M 3 2.29% Reduced
900
Amalgamated Bank
Amalgamated Bank
New York
$35.3M +$2.11M 7 5.25% Increased