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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
Cambiar Investors
Cambiar Investors
Colorado
$110M -$3.25M 2 4.9% Reduced
977
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$110M -$5.85M 6 9.62% Reduced
978
First Long Island Investors
First Long Island Investors
New York
$110M -$650K 4 11.42% Reduced
979
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$109M -$4.33M 6 14.49% Reduced
980
Parthenon LLC
Parthenon LLC
Kentucky
$109M -$717K 6 18.52% Reduced
981
Pentwater Capital Management
Pentwater Capital Management
Florida
$109M +$74.6M 5 1.28% Increased
982
Cadian Capital Management
Cadian Capital Management
New York
$109M +$41.8M 3 7.37% Increased
983
Montag & Associates
Montag & Associates
Georgia
$109M -$6.96M 17 7.06% Reduced
984
IFP Advisors
IFP Advisors
Florida
$109M -$648M 34 3.48% Reduced
985
Bowie Capital Management
Bowie Capital Management
Texas
$109M +$1.94M 3 15.2% Increased
986
Front Barnett Associates
Front Barnett Associates
Illinois
$108M +$542K 4 13.16% Increased
987
Ancora Advisors
Ancora Advisors
Ohio
$108M -$1.62M 22 3.04% Reduced
988
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$108M +$18M 4 5.44% Increased
989
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$108M +$111M 10 11.76% New
990
Calamos Wealth Management
Calamos Wealth Management
Illinois
$108M -$6.82M 7 9.54% Reduced
991
WestEnd Advisors
WestEnd Advisors
North Carolina
$107M +$118M 10 3.38% New
992
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$107M +$44.8M 3 9.87% Increased
993
EARNEST Partners
EARNEST Partners
Georgia
$107M +$14.3M 16 0.71% Increased
994
JCM
Jag Capital Management
Missouri
$107M -$43M 5 13.22% Reduced
995
AC
Alfreton Capital
United Kingdom
$107M +$55.1M 2 79.45% Increased
996
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$107M +$4.63M 11 2.5% Increased
997
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$106M +$2.96M 4 13.5% Increased
998
Everence Capital Management
Everence Capital Management
Indiana
$106M +$6.92M 9 9.47% Increased
999
CC
Cornerstone Capital
California
$106M -$97.6K 3 13.58% Reduced
1000
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$106M -$4.24M 5 13.74% Reduced