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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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.31B +$9.43M 14 9.82% Increased
227
VVP
Vulcan Value Partners
Alabama
$1.27B -$159M 3 17.08% Reduced
228
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.26B -$58.4M 14 8.78% Reduced
229
Public Investment Fund
Public Investment Fund
Saudi Arabia
$1.25B $0 4 4.04% Maintained
230
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.25B +$19.9M 3 21.07% Increased
231
AIG
American International Group
New York
$1.22B -$28M 25 8.55% Reduced
232
LSV Asset Management
LSV Asset Management
Illinois
$1.22B -$387M 11 2.68% Reduced
233
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.21B +$61.7M 3 5.5% Increased
234
Federated Hermes
Federated Hermes
Pennsylvania
$1.21B +$5.31M 23 3.35% Increased
235
Man Group
Man Group
United Kingdom
$1.21B +$70.5M 20 4.32% Increased
236
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.2B -$472M 9 4.3% Reduced
237
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.18B +$20.8M 7 7.7% Increased
238
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.16B -$26M 26 8.75% Reduced
239
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.15B -$19.8M 25 9.09% Reduced
240
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.15B -$149M 22 8.37% Reduced
241
Boston Partners
Boston Partners
Massachusetts
$1.14B +$7.3M 8 1.54% Increased
242
Harding Loevner
Harding Loevner
New Jersey
$1.12B +$118M 5 6.46% Increased
243
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.11B +$65.1M 16 4.67% Increased
244
Two Sigma Investments
Two Sigma Investments
New York
$1.11B +$108M 29 3.48% Increased
245
AIM
Allen Investment Management
New York
$1.1B -$49.5M 12 17.71% Reduced
246
Första AP-fonden
Första AP-fonden
Sweden
$1.1B +$167M 14 12.43% Increased
247
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.1B -$13.9M 6 13.21% Reduced
248
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.09B -$56.9M 15 6.38% Reduced
249
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.08B +$5.39M 20 4.22% Increased
250
Farallon Capital Management
Farallon Capital Management
California
$1.08B +$225M 4 6.37% Increased