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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
1251
Anatole Investment Management
Anatole Investment Management
Hong Kong
$87.5M +$82.3M 1 5.68% New
1252
IndexIQ Advisors
IndexIQ Advisors
New York
$87.5M +$2.83M 12 2.91% Increased
1253
Galvin Gaustad & Stein
Galvin Gaustad & Stein
Arizona
$87.4M -$5.13M 6 8.44% Reduced
1254
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
$87.3M -$3.49M 7 12.03% Reduced
1255
Vigilant Capital Management
Vigilant Capital Management
Maine
$87.2M +$205K 11 6.99% Increased
1256
Eagle Ridge Investment Management
Eagle Ridge Investment Management
Connecticut
$86.8M -$2.63M 5 9.67% Reduced
1257
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$86.8M -$14.5M 7 11.84% Reduced
1258
Summit Global Investments
Summit Global Investments
Utah
$86.7M +$1.58M 8 6.5% Increased
1259
Professional Advisory Services
Professional Advisory Services
Florida
$86.6M -$5.4M 6 12.72% Reduced
1260
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$86.4M -$26.6M 4 4.99% Reduced
1261
Estabrook Capital Management
Estabrook Capital Management
New York
$86.3M -$4.8M 8 13.59% Reduced
1262
Vista Equity Partners Management
Vista Equity Partners Management
California
$86.3M +$41.8M 5 0.83% Increased
1263
BIC
Beach Investment Counsel
Pennsylvania
$86.2M +$10M 6 8.17% Increased
1264
German American Bancorp
German American Bancorp
Indiana
$85.8M +$2.41M 5 13.2% Increased
1265
United Services Automobile Association
United Services Automobile Association
Texas
$85.7M +$24.5M 4 1.5% Increased
1266
Clearstead Advisors
Clearstead Advisors
Ohio
$85.6M -$3.02M 18 6.39% Reduced
1267
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$85.6M -$15.4M 2 9.55% Reduced
1268
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$85.6M -$2.41M 7 7.89% Reduced
1269
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$85.3M -$193K 4 4.63% Reduced
1270
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands
Netherlands
$85M +$53.4M 12 10.8% Increased
1271
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$84.8M -$2.62M 6 10.78% Reduced
1272
Group One Trading
Group One Trading
Illinois
$84.8M -$82.6M 15 0.09% Reduced
1273
HighTower Trust
HighTower Trust
Texas
$84.7M -$257K 2 10.41% Reduced
1274
Strategic Global Advisors
Strategic Global Advisors
California
$84.7M +$14M 6 12.41% Increased
1275
L1 Capital
L1 Capital
Australia
$84.7M +$104M 1 10.54% New