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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
USS Investment Management
USS Investment Management
United Kingdom
$2.03B -$73.9M 16 16.09% Reduced
227
Calamos Advisors
Calamos Advisors
Illinois
$2.01B +$226M 12 9.16% Increased
228
JSP
Jackson Square Partners
California
$2B -$189M 4 11.43% Reduced
229
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.97B -$4.55M 10 21.94% Reduced
230
Citadel Advisors
Citadel Advisors
Florida
$1.96B -$1.31B 36 0.44% Reduced
231
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.95B -$256M 4 5.96% Reduced
232
Melvin Capital Management
Melvin Capital Management
New York
$1.94B +$282M 4 11.13% Increased
233
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.9B -$550M 24 10.47% Reduced
234
Longview Partners
Longview Partners
Guernsey
$1.89B -$174M 2 10.41% Reduced
235
Jensen Investment Management
Jensen Investment Management
Oregon
$1.89B +$86.2M 3 14.27% Increased
236
M&G Investment Management
M&G Investment Management
United Kingdom
$1.83B +$807M 13 4.54% Increased
237
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.81B +$18.9M 26 10.22% Increased
238
Vontobel Holding
Vontobel Holding
Switzerland
$1.81B -$138M 22 15.67% Reduced
239
Osaic Holdings
Osaic Holdings
Arizona
$1.8B +$37.7M 34 3.9% Increased
240
GGHC
Gilder Gagnon Howe & Co
New York
$1.8B -$6.74M 9 8.82% Reduced
241
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.79B -$33.7M 12 10.52% Reduced
242
AIM
Allen Investment Management
New York
$1.76B +$4.2M 9 23.68% Increased
243
Nomura Holdings
Nomura Holdings
Japan
$1.74B -$647M 19 4.45% Reduced
244
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.72B +$43.2M 7 8.03% Increased
245
LSV Asset Management
LSV Asset Management
Illinois
$1.71B -$36.9M 9 2.91% Reduced
246
Boston Partners
Boston Partners
Massachusetts
$1.71B -$127M 12 2.18% Reduced
247
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.7B -$121M 21 10.63% Reduced
248
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.69B +$21.3M 10 14.96% Increased
249
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.66B +$9.23M 12 9.97% Increased
250
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$1.65B +$715M 24 11.9% Increased