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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
926
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$65.6M -$897K 5 11.93% Reduced
927
RNC Capital Management
RNC Capital Management
California
$65.5M -$217K 7 4.54% Reduced
928
Vantage Investment Partners
Vantage Investment Partners
Missouri
$65.4M -$81.8M 3 5.95% Reduced
929
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$65.4M -$402K 3 9.69% Reduced
930
KCM Investment Advisors
KCM Investment Advisors
California
$65.2M -$374K 7 3.81% Reduced
931
Cerity Partners
Cerity Partners
New York
$65.2M +$5.77M 9 4.38% Increased
932
Community Trust & Investment
Community Trust & Investment
Kentucky
$65.2M -$11M 2 8.15% Reduced
933
Amica Pension Fund Board of Trustees
Amica Pension Fund Board of Trustees
Rhode Island
$65.1M -$405K 7 7.49% Reduced
934
CAM
Centre Asset Management
New York
$65.1M +$969K 5 15.87% Increased
935
Taurus Asset Management
Taurus Asset Management
New York
$64.9M -$69.4K 6 9.55% Reduced
936
Bainco International Investors
Bainco International Investors
Massachusetts
$64.7M +$1.09M 5 9.45% Increased
937
Wasatch Advisors
Wasatch Advisors
Utah
$64.4M -$1.04M 5 0.85% Reduced
938
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$64.3M +$60.5M 1 3.06% New
939
BloombergSen
BloombergSen
Ontario, Canada
$64.3M +$248K 1 4.87% Increased
940
Busey Bank
Busey Bank
Illinois
$64.3M -$24.5M 5 8.21% Reduced
941
HC
Hillman Company
Pennsylvania
$63.6M +$185K 3 16.84% Increased
942
EULAV Asset Management
EULAV Asset Management
Florida
$63.5M -$505K 4 3% Reduced
943
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$63.4M -$728K 6 6.97% Reduced
944
Penserra Capital Management
Penserra Capital Management
California
$63.2M +$11M 8 8.31% Increased
945
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$62.8M +$570K 9 5.2% Increased
946
Capital International
Capital International
California
$62.8M -$125M 7 11.9% Reduced
947
Horan Capital Management
Horan Capital Management
Maryland
$62.6M -$434K 5 12.43% Reduced
948
BIC
Beach Investment Counsel
Pennsylvania
$62.6M -$1.92M 6 6.09% Reduced
949
Merriman Wealth Management
Merriman Wealth Management
Washington
$62.5M -$1.14M 6 15.27% Reduced
950
Mark Asset Management
Mark Asset Management
New York
$62.5M -$16.5M 4 15.65% Reduced