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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
976
Bank of Hawaii
Bank of Hawaii
Hawaii
$26.5M +$2.02M 5 2.67% Increased
977
Murphy Capital Management
Murphy Capital Management
New Jersey
$26.4M -$707K 5 4.59% Reduced
978
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$26.4M +$13.9M 4 1.47% Increased
979
Buckhead Capital Management
Buckhead Capital Management
Georgia
$26.4M +$5M 3 3.44% Increased
980
Stephens Inc
Stephens Inc
Arkansas
$26.3M +$919K 7 1.31% Increased
981
TAM
Taylor Asset Management
Ontario, Canada
$26.3M +$4.18M 1 3.22% Increased
982
Kennedy Capital Management
Kennedy Capital Management
Missouri
$26.2M -$13M 2 0.48% Reduced
983
MIM
Marco Investment Management
Georgia
$26.1M +$327K 6 1.37% Increased
984
NBW Capital
NBW Capital
Massachusetts
$26.1M -$69.4K 3 4.21% Reduced
985
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$26.1M -$134K 4 4.45% Reduced
986
Rockland Trust
Rockland Trust
Massachusetts
$26M +$196K 3 6.26% Increased
987
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$26M -$353K 5 5.14% Reduced
988
Stifel Trust
Stifel Trust
Missouri
$25.7M +$211K 7 4.83% Increased
989
KCM
Kingdon Capital Management
New York
$25.7M +$24.8M 2 1.18% New
990
Great Lakes Advisors
Great Lakes Advisors
Illinois
$25.6M -$12.9M 5 1.16% Reduced
991
Raymond James Trust
Raymond James Trust
Florida
$25.6M +$1.66M 5 3.35% Increased
992
Meritage Portfolio Management
Meritage Portfolio Management
Kansas
$25.5M -$16.6M 5 3.16% Reduced
993
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$25.5M -$4.49M 4 1.43% Reduced
994
Royce & Associates
Royce & Associates
New York
$25.5M -$1.03M 3 0.07% Reduced
995
Pitcairn
Pitcairn
Pennsylvania
$25.5M -$1.89M 5 2.82% Reduced
996
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$25.5M +$23.1M 5 10% New
997
Towle & Co
Towle & Co
Colorado
$25.3M +$367K 1 4.84% Increased
998
OFI Advisors
OFI Advisors
Pennsylvania
$25.3M +$949K 9 2.05% Increased
999
Kanawha Capital Management
Kanawha Capital Management
Virginia
$25.1M +$122K 3 4.77% Increased
1000
Jefferies Group
Jefferies Group
New York
$25M -$17.2M 8 0.16% Reduced