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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
BCM
Brown Capital Management
Maryland
$36.9M -$3.01M 6 0.64% Reduced
877
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$36.6M +$5.53M 6 9.33% Increased
878
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$36.5M +$5.1M 8 8.68% Increased
879
Compass Capital Management
Compass Capital Management
Minnesota
$36.5M -$956K 3 7.79% Reduced
880
Apex Capital Management
Apex Capital Management
Ohio
$36.4M -$50.6K 6 0.97% Reduced
881
PDN
Pensionfund DSM Netherlands
Netherlands
$36.3M $0 4 5.04% Maintained
882
DS
Dalal Street
Texas
$36.3M +$37.1M 1 6.58% New
883
GIM
Gyrus Investment Management
Ontario, Canada
$36.3M +$1.36M 4 5.99% Increased
884
Cohen & Steers
Cohen & Steers
New York
$36.2M -$230K 3 0.1% Reduced
885
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$36.1M -$335K 2 6.76% Reduced
886
CIA
CSat Investment Advisory
Michigan
$36M +$3.39M 3 14.97% Increased
887
PAM
Private Asset Management
California
$36M +$1.84M 5 5.72% Increased
888
GAMCO Investors
GAMCO Investors
Connecticut
$36M -$5.47M 5 0.19% Reduced
889
WA
Wintergreen Advisers
New Jersey
$36M $0 1 4.51% Maintained
890
BIC
Beach Investment Counsel
Pennsylvania
$36M -$8.73M 3 2.99% Reduced
891
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$35.8M +$408K 4 8.31% Increased
892
CEI
Clark Estates Inc
New York
$35.8M -$734K 5 5.36% Reduced
893
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$35.6M +$33.3M 5 7.19% Increased
894
NCCM
Nine Chapters Capital Management
New Jersey
$35.5M +$22.3M 6 3.06% Increased
895
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$35.4M +$1.26M 4 6.59% Increased
896
Cetera Advisor Networks
Cetera Advisor Networks
California
$35M -$3.2M 6 2.48% Reduced
897
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$35M -$413K 3 6.47% Reduced
898
NEI
Northwest & Ethical Investments
Ontario, Canada
$34.8M +$1.77M 5 2.35% Increased
899
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$34.8M +$532K 5 6.62% Increased
900
RP
RBS Partners
Florida
$34.8M +$36M 1 1.5% New