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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
Man Group
Man Group
United Kingdom
$1.93B -$212M 20 6.77% Reduced
227
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.92B +$177M 22 11.64% Increased
228
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.91B -$173M 4 6.1% Reduced
229
Osaic Holdings
Osaic Holdings
Arizona
$1.9B +$93.6M 34 3.95% Increased
230
D1 Capital Partners
D1 Capital Partners
New York
$1.88B -$681M 3 10.53% Reduced
231
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.86B +$78.7M 27 9.77% Increased
232
AIG
American International Group
New York
$1.85B -$469M 25 9.86% Reduced
233
Apollo Management Holdings
Apollo Management Holdings
New York
$1.84B $0 1 9.12% Maintained
234
JSP
Jackson Square Partners
California
$1.84B -$185M 4 11.66% Reduced
235
CA
Capitolis Advisors
New York
$1.84B +$658M 8 16.69% Increased
236
Jensen Investment Management
Jensen Investment Management
Oregon
$1.79B -$123M 3 14.21% Reduced
237
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76B +$62.8M 12 10.05% Increased
238
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.75B -$79.1M 12 9.98% Reduced
239
LSV Asset Management
LSV Asset Management
Illinois
$1.73B -$38.5M 9 3.13% Reduced
240
AIM
Allen Investment Management
New York
$1.7B -$37.9M 10 23.26% Reduced
241
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.67B +$28.4M 12 11.27% Increased
242
Boston Partners
Boston Partners
Massachusetts
$1.67B -$195M 12 2.11% Reduced
243
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.64B -$125M 7 8% Reduced
244
Third Point
Third Point
New York
$1.63B +$171M 3 8.87% Increased
245
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.61B -$17.1M 7 9.73% Reduced
246
Candriam SCA
Candriam SCA
Luxembourg
$1.61B +$13M 14 10.95% Increased
247
Vontobel Holding
Vontobel Holding
Switzerland
$1.61B +$115M 21 14.16% Increased
248
Longview Partners
Longview Partners
Guernsey
$1.58B -$529M 2 9.94% Reduced
249
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.57B +$26.8M 23 12.84% Increased
250
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.56B +$40.5M 6 15.64% Increased