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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
1351
Schafer Cullen Capital Management
Schafer Cullen Capital Management
New York
$64.7M -$12.8M 3 0.96% Reduced
1352
Birinyi Associates
Birinyi Associates
Connecticut
$64.6M +$754K 5 23.92% Increased
1353
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$64.6M -$19M 6 1.14% Reduced
1354
Rosenblum Silverman Sutton
Rosenblum Silverman Sutton
California
$64.6M -$371K 5 16.83% Reduced
1355
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$64.4M -$838K 11 2.94% Reduced
1356
Seeyond
Seeyond
France
$64.3M -$4.86M 15 6.66% Reduced
1357
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$64.2M +$3.78M 6 3.9% Increased
1358
AMG National Trust Bank
AMG National Trust Bank
Colorado
$64.2M +$1.18M 9 2.29% Increased
1359
Sonora Investment Management
Sonora Investment Management
Arizona
$64.2M +$3.85M 15 5.33% Increased
1360
Oxbow Advisors
Oxbow Advisors
Texas
$64.2M +$1.44M 7 8.22% Increased
1361
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$64.1M -$21M 4 17.71% Reduced
1362
1ST Source Bank
1ST Source Bank
Indiana
$64M -$6.73M 6 4.67% Reduced
1363
Conning Inc
Conning Inc
Connecticut
$64M -$1.18M 10 2.03% Reduced
1364
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$63.9M +$4.1M 8 2.99% Increased
1365
MayTech Global Investments
MayTech Global Investments
New York
$63.8M +$354K 5 15.15% Increased
1366
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$63.7M +$5.48M 3 2% Increased
1367
Roundview Capital
Roundview Capital
New Jersey
$63.6M +$1.43M 7 8.7% Increased
1368
Crosslink Capital
Crosslink Capital
California
$63.4M +$21M 1 9.7% Increased
1369
Simmons Bank
Simmons Bank
Arkansas
$63.4M -$2.9M 9 5.03% Reduced
1370
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$63.3M +$26.9M 6 3.67% Increased
1371
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$63.3M +$3.24M 10 7.35% Increased
1372
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$63.2M +$27.3M 7 8.33% Increased
1373
Force Hill Capital Management
Force Hill Capital Management
New York
$63M +$60.5M 3 12.96% New
1374
Ensemble Capital Management
Ensemble Capital Management
California
$63M -$2.49M 3 6.2% Reduced
1375
Washington Trust Bank
Washington Trust Bank
Washington
$62.9M +$860K 7 8.21% Increased