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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
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$230M +$13.7M 12 4.17% Increased
952
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$228M +$3.37M 6 24.13% Increased
953
Jefferies Financial Group
Jefferies Financial Group
New York
$228M -$545M 20 1.56% Reduced
954
FAB
First American Bank
Illinois
$227M +$574K 5 14.24% Increased
955
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$226M -$1.53M 6 12.25% Reduced
956
CWA Asset Management Group
CWA Asset Management Group
Florida
$226M -$1.64M 10 7.67% Reduced
957
Empire Life Investments
Empire Life Investments
Ontario, Canada
$226M -$16.5M 4 13.71% Reduced
958
Osterweis Capital Management
Osterweis Capital Management
California
$225M -$30.2M 9 11.61% Reduced
959
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$224M -$24.9M 6 3.83% Reduced
960
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$224M -$53M 5 19.02% Reduced
961
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$224M -$3.21M 8 5.27% Reduced
962
Talbot Financial
Talbot Financial
Washington
$224M +$8.74M 5 18.81% Increased
963
MO
McMillan Office
Michigan
$224M +$1.37M 10 28.63% Increased
964
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$223M -$14.8M 6 8.38% Reduced
965
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$223M +$290K 13 15.16% Increased
966
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$223M +$3.55M 5 2.31% Increased
967
Atomi Financial Group
Atomi Financial Group
New York
$222M -$12.4M 15 6.82% Reduced
968
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$222M -$18.8M 6 5.97% Reduced
969
Vantage Investment Partners
Vantage Investment Partners
Missouri
$222M +$14.7M 5 15.31% Increased
970
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$221M -$41.8M 9 5.29% Reduced
971
Ballentine Partners
Ballentine Partners
Massachusetts
$221M +$17.7M 13 3.08% Increased
972
LBW
Landesbank Baden-Wuerttemberg
Germany
$221M $0 1 45.11% Maintained
973
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$220M +$614K 6 17.31% Increased
974
Eagle Global Advisors
Eagle Global Advisors
Texas
$220M -$11.6M 6 7.92% Reduced
975
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$220M -$6.44M 3 1.69% Reduced