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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
1201
NorthRock Partners
NorthRock Partners
Minnesota
$118M +$6.48M 8 4.51% Increased
1202
American National Bank & Trust
American National Bank & Trust
Texas
$117M +$9.9M 10 15.55% Increased
1203
E Fund Management
E Fund Management
China
$117M +$27.2M 8 7.27% Increased
1204
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$117M -$1.25M 9 14.86% Reduced
1205
ClariVest Asset Management
ClariVest Asset Management
California
$117M -$266M 15 12.17% Reduced
1206
Means Investment Company
Means Investment Company
Maine
$117M -$743K 9 15.18% Reduced
1207
Dundas Partners
Dundas Partners
United Kingdom
$117M -$766K 2 9.22% Reduced
1208
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$117M -$40.9M 3 1.54% Reduced
1209
Castle Hook Partners
Castle Hook Partners
New York
$117M -$206M 2 3.28% Reduced
1210
Public Investment Fund
Public Investment Fund
Saudi Arabia
$117M -$2.02B 1 0.57% Reduced
1211
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$117M +$1.28M 4 13.06% Increased
1212
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$116M +$19.9M 8 10.85% Increased
1213
Alerus Financial
Alerus Financial
North Dakota
$116M +$1.37M 6 8.8% Increased
1214
Choreo LLC
Choreo LLC
Illinois
$116M +$4.64M 9 2.98% Increased
1215
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$116M +$27.8M 2 7.5% Increased
1216
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$116M +$1.45M 5 13.89% Increased
1217
IHT Wealth Management
IHT Wealth Management
Illinois
$116M +$2.82M 10 4.64% Increased
1218
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
$116M +$4.71M 6 13.91% Increased
1219
Rakuten Investment Management
Rakuten Investment Management
Japan
$116M +$100M 12 0.85% Increased
1220
ProVise Management Group
ProVise Management Group
Florida
$115M -$2.61M 6 9.99% Reduced
1221
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$115M +$540K 4 8.36% Increased
1222
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$115M +$52.8M 12 5.73% Increased
1223
Campbell Newman Asset Management
Campbell Newman Asset Management
Wisconsin
$115M -$1.15M 5 9.3% Reduced
1224
Palisade Asset Management
Palisade Asset Management
Minnesota
$115M -$415K 10 11.17% Reduced
1225
Grandfield & Dodd
Grandfield & Dodd
New York
$115M -$773K 6 7.23% Reduced