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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
Winton Group
Winton Group
United Kingdom
$451M +$244M 7 3.59% Increased
227
SEI Investments
SEI Investments
Pennsylvania
$450M -$39M 11 3.91% Reduced
228
DSM Capital Partners
DSM Capital Partners
Florida
$446M +$67.9M 2 7.65% Increased
229
C WorldWide Group
C WorldWide Group
Denmark
$444M -$426M 2 6.34% Reduced
230
Ninety One (UK)
Ninety One (UK)
United Kingdom
$443M -$124M 4 2.59% Reduced
231
DnB Asset Management
DnB Asset Management
Norway
$437M +$48.9M 7 9.74% Increased
232
GGHC
Gilder Gagnon Howe & Co
New York
$434M +$24.8M 5 6.02% Increased
233
Nuveen
Nuveen
North Carolina
$433M -$4.8M 8 2.37% Reduced
234
Polar Capital
Polar Capital
United Kingdom
$429M +$12.6M 8 8.1% Increased
235
Glenmede Trust
Glenmede Trust
Pennsylvania
$426M -$499K 10 3.11% Reduced
236
Comgest Global Investors
Comgest Global Investors
France
$426M -$9.57M 5 13.27% Reduced
237
TGA
Trilogy Global Advisors
Florida
$422M +$16.3M 5 9.06% Increased
238
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$421M -$5.24M 10 5.26% Reduced
239
Raymond James & Associates
Raymond James & Associates
Florida
$421M +$21.2M 10 1.85% Increased
240
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$417M +$16.1M 8 3.09% Increased
241
CCMH
Cornerstone Capital Management Holdings
New York
$415M -$2.49M 8 3.88% Reduced
242
TPSF
Texas Permanent School Fund
Texas
$414M -$7.31M 8 4.58% Reduced
243
HCM
Holland Capital Management
Illinois
$414M -$14.1M 4 9.39% Reduced
244
Appaloosa Management
Appaloosa Management
Florida
$413M -$64.1M 1 7.25% Reduced
245
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$411M +$8.83M 6 13.97% Increased
246
Federated Hermes
Federated Hermes
Pennsylvania
$409M +$58.9M 12 1.25% Increased
247
Millennium Management
Millennium Management
New York
$406M -$11.8M 10 0.76% Reduced
248
USS Investment Management
USS Investment Management
United Kingdom
$402M -$24M 3 6.57% Reduced
249
TSU
TD Securities (USA)
New York
$397M -$23.6M 8 5.99% Reduced
250
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$397M +$31.7M 2 4.39% Increased