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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
226
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$470M -$19.6M 5 14.81% Reduced
227
Los Angeles Capital Management
Los Angeles Capital Management
California
$459M -$56.6M 9 5.54% Reduced
228
VVP
Vulcan Value Partners
Alabama
$458M +$170M 1 6.53% Increased
229
Glenmede Trust
Glenmede Trust
Pennsylvania
$453M +$12.3M 10 3.97% Increased
230
TPSF
Texas Permanent School Fund
Texas
$453M -$23.6M 8 5.12% Reduced
231
John W. Bristol & Co
John W. Bristol & Co
New York
$452M -$17.9M 3 8.11% Reduced
232
EA
Euclid Advisors
Connecticut
$446M +$101M 8 3.2% Increased
233
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$445M +$29M 10 6.03% Increased
234
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$443M +$32M 9 3.56% Increased
235
MC
Montag & Caldwell
Georgia
$432M -$53.1M 3 4.48% Reduced
236
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$430M +$92.6M 5 3.16% Increased
237
GH
GAM Holding
Switzerland
$427M +$122M 10 6.2% Increased
238
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$422M -$17.6M 6 5.84% Reduced
239
CCMH
Cornerstone Capital Management Holdings
New York
$413M -$18.7M 8 4.48% Reduced
240
ACM
Atlanta Capital Management
Georgia
$412M -$79.7M 4 2.96% Reduced
241
Nuveen
Nuveen
North Carolina
$412M +$12.5M 10 2.53% Increased
242
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$408M +$129K 4 9.18% Increased
243
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$408M -$5.78M 5 1.91% Reduced
244
USS Investment Management
USS Investment Management
United Kingdom
$408M +$10.3M 4 7.16% Increased
245
TSU
TD Securities (USA)
New York
$408M +$8.2M 8 6.59% Increased
246
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$407M -$10.6M 3 4.89% Reduced
247
MSA
Mason Street Advisors
Wisconsin
$406M -$3.73M 9 3.18% Reduced
248
VFA
Virtus Fund Advisers
Connecticut
$403M -$80.5M 9 3.06% Reduced
249
M&T Bank
M&T Bank
New York
$401M +$304M 11 2.58% Increased
250
TGA
Trilogy Global Advisors
Florida
$398M -$26.6M 3 8.41% Reduced