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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
ET
Equitable Trust
Tennessee
$116M +$579K 8 10.71% Increased
877
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$116M $0 2 26.27% Maintained
878
HP
Hound Partners
New York
$116M -$66.2M 2 10.54% Reduced
879
Community Trust & Investment
Community Trust & Investment
Kentucky
$116M +$77K 3 13.93% Increased
880
Wasatch Advisors
Wasatch Advisors
Utah
$116M -$15.6M 3 0.84% Reduced
881
Oribel Capital Management
Oribel Capital Management
New York
$115M +$20.7M 5 9.38% Increased
882
Madison Asset Management
Madison Asset Management
Wisconsin
$115M -$21.6M 6 2.01% Reduced
883
DAM
Davis Asset Management
California
$115M +$50.3M 2 11.37% Increased
884
Alpha Cubed Investments
Alpha Cubed Investments
California
$115M -$14.8M 7 12.54% Reduced
885
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$114M +$9.8M 6 12.2% Increased
886
Delta Asset Management
Delta Asset Management
Tennessee
$114M +$252K 10 15.08% Increased
887
EFMH
E Fund Management (HK)
Hong Kong
$114M -$6.18M 3 55.7% Reduced
888
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$114M -$1.05M 4 10.7% Reduced
889
First National Trust
First National Trust
Pennsylvania
$114M +$3.99M 6 9.59% Increased
890
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$113M +$951K 7 11.72% Increased
891
Cerity Partners
Cerity Partners
New York
$113M -$2.78M 13 6.25% Reduced
892
Brandes Investment Partners
Brandes Investment Partners
California
$113M -$12.7M 4 3.45% Reduced
893
Taurus Asset Management
Taurus Asset Management
New York
$113M -$264K 5 15.7% Reduced
894
GAMCO Investors
GAMCO Investors
Connecticut
$113M -$12.4M 9 1.28% Reduced
895
Todd Asset Management
Todd Asset Management
Kentucky
$112M -$12.8M 7 3.56% Reduced
896
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$112M +$6.18M 7 11.14% Increased
897
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$111M +$10.1M 4 5.49% Increased
898
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$111M -$97.7M 5 19.42% Reduced
899
Seizert Capital Partners
Seizert Capital Partners
Michigan
$111M -$18.1M 5 7.54% Reduced
900
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$111M +$1.91M 4 13.53% Increased