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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
951
QCI Asset Management
QCI Asset Management
New York
$49.7M -$401K 7 6.27% Reduced
952
NEI
Northwest & Ethical Investments
Ontario, Canada
$49.1M +$1.53M 8 3.33% Increased
953
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$49M -$8.67M 3 2.52% Reduced
954
Academy Capital Management
Academy Capital Management
Texas
$48.8M -$14.9M 4 13.29% Reduced
955
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$48.7M +$7.22M 6 6.17% Increased
956
BCM
Barometer Capital Management
Ontario, Canada
$48.6M +$18M 6 4.22% Increased
957
North Star Asset Management
North Star Asset Management
Wisconsin
$48.5M +$562K 8 5.13% Increased
958
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$48.5M +$24.4M 1 49.45% Increased
959
Castle Hook Partners
Castle Hook Partners
New York
$48.5M +$47.7M 2 2.6% New
960
Miller Howard Investments
Miller Howard Investments
New York
$48.4M -$18.7M 1 0.93% Reduced
961
RI
Redwood Investments
Massachusetts
$48M -$11.6M 4 4.75% Reduced
962
IC
Immersion Capital
United Kingdom
$47.8M -$20.3M 1 18.88% Reduced
963
Woodstock Corp
Woodstock Corp
Massachusetts
$47.7M -$717K 8 9.61% Reduced
964
CIP
Champlain Investment Partners
Vermont
$47.5M +$10.1M 1 0.62% Increased
965
Taurus Asset Management
Taurus Asset Management
New York
$47.4M +$4.81K 6 7.77% Increased
966
ECAM
East Coast Asset Management
Massachusetts
$47.4M +$13.1M 5 13.03% Increased
967
Payden & Rygel
Payden & Rygel
California
$47.3M $0 5 4.32% Maintained
968
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$47.2M -$127K 4 8.36% Reduced
969
Ally Financial
Ally Financial
Michigan
$47.1M -$2.04M 5 10.62% Reduced
970
ACM
Ariose Capital Management
Hong Kong
$47.1M +$2.78M 1 23.2% Increased
971
Sandy Spring Bank
Sandy Spring Bank
Maryland
$47M +$202K 9 4.67% Increased
972
Mariner Wealth Advisors (Cincinnati)
Mariner Wealth Advisors (Cincinnati)
Ohio
$46.9M +$441K 6 3.37% Increased
973
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$46.9M -$609K 5 8.64% Reduced
974
Kimelman & Baird
Kimelman & Baird
New York
$46.8M -$564K 6 7.13% Reduced
975
PDN
Pensionfund DSM Netherlands
Netherlands
$46.8M -$6.79M 6 6.93% Reduced