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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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$149M -$8.91M 5 1.31% Reduced
927
Windward Capital Management
Windward Capital Management
California
$149M -$2.68M 5 14.59% Reduced
928
Capital Investment Advisors
Capital Investment Advisors
Georgia
$149M +$10.9M 7 4.12% Increased
929
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$148M +$8.43M 11 3.21% Increased
930
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$148M -$5.8M 6 10.79% Reduced
931
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$148M +$12.1M 8 10.91% Increased
932
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$148M -$3.22M 13 16.21% Reduced
933
Rockland Trust
Rockland Trust
Massachusetts
$148M +$2.7M 7 8.88% Increased
934
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$147M -$1.3M 10 2.97% Reduced
935
JCM
Jag Capital Management
Missouri
$147M +$5.35M 6 17.78% Increased
936
TCIM
TOMS Capital Investment Management
New York
$147M +$42.9M 2 6.44% Increased
937
Shapiro Capital Management
Shapiro Capital Management
Georgia
$147M -$10.8M 2 4.28% Reduced
938
MCM
Mason Capital Management
New York
$147M +$79.4M 1 12.65% Increased
939
Sigma Planning Corp
Sigma Planning Corp
Michigan
$147M -$4.79M 12 5.51% Reduced
940
NBT Bank
NBT Bank
New York
$146M +$92.3M 6 14.04% Increased
941
Todd Asset Management
Todd Asset Management
Kentucky
$146M +$3.53M 7 3.46% Increased
942
Savant Capital
Savant Capital
Illinois
$146M +$3.17M 10 2.18% Increased
943
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$146M $0 3 1.8% Maintained
944
Destination Wealth Management
Destination Wealth Management
California
$146M -$4.86M 6 5.66% Reduced
945
Pzena Investment Management
Pzena Investment Management
New York
$145M -$261M 3 0.62% Reduced
946
Corvex Management
Corvex Management
New York
$144M +$91.3M 3 7.8% Increased
947
Academy Capital Management
Academy Capital Management
Texas
$144M -$856K 5 30.63% Reduced
948
Thomasville National Bank
Thomasville National Bank
Georgia
$144M -$721K 6 14.18% Reduced
949
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$144M $0 3 25.42% Maintained
950
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$144M +$150K 7 6.26% Increased