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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
901
Diversified Trust
Diversified Trust
Tennessee
$217M +$13M 12 6.12% Increased
902
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$216M -$16M 4 3.33% Reduced
903
Vident Advisory
Vident Advisory
Georgia
$216M -$24.2M 23 5.96% Reduced
904
CCPM
Cooper Creek Partners Management
New York
$216M +$64.6M 7 7.2% Increased
905
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$215M -$14.6M 7 14.07% Reduced
906
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$215M -$1.22M 8 16.3% Reduced
907
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$215M +$3.39M 7 16.09% Increased
908
Brookstone Capital Management
Brookstone Capital Management
Illinois
$214M +$16M 8 3.56% Increased
909
Bristlecone Advisors
Bristlecone Advisors
Washington
$214M -$1.3M 6 18.26% Reduced
910
United Services Automobile Association
United Services Automobile Association
Texas
$214M -$14.2M 10 5.42% Reduced
911
Discerene Group
Discerene Group
Connecticut
$214M -$4.16M 1 32.77% Reduced
912
Brandes Investment Partners
Brandes Investment Partners
California
$213M +$16.7M 3 2.63% Increased
913
Axxcess Wealth Management
Axxcess Wealth Management
California
$213M +$15.3M 9 5.64% Increased
914
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$212M -$1.6M 5 14.35% Reduced
915
Delta Asset Management
Delta Asset Management
Tennessee
$212M -$3.58M 11 19.19% Reduced
916
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$212M -$207M 19 1.37% Reduced
917
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$212M +$1.43M 10 8.22% Increased
918
CA
Cullinan Associates
Kentucky
$212M -$251K 7 11.98% Reduced
919
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$212M +$68.1M 12 8.64% Increased
920
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$211M -$321K 5 19.66% Reduced
921
Rakuten Investment Management
Rakuten Investment Management
Japan
$211M +$72.7M 12 1.38% Increased
922
Weitz Investment Management
Weitz Investment Management
Nebraska
$211M -$49.7M 4 11.07% Reduced
923
Avala Global
Avala Global
New York
$211M -$16.5M 2 15.34% Reduced
924
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$210M -$64.5M 4 8.13% Reduced
925
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$210M +$1.85M 6 7.75% Increased