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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
DSM Capital Partners
DSM Capital Partners
Florida
$1.63B -$62.2M 4 26.34% Reduced
227
VVP
Vulcan Value Partners
Alabama
$1.62B -$274M 3 20.41% Reduced
228
WCM Investment Management
WCM Investment Management
California
$1.62B +$348M 4 4.84% Increased
229
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.61B -$9.55M 25 11.84% Reduced
230
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.6B -$14.6M 26 11.65% Reduced
231
Renaissance Technologies
Renaissance Technologies
New York
$1.58B -$817M 34 2.28% Reduced
232
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.58B +$61.4M 23 12.79% Increased
233
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.57B +$12.9M 16 6.02% Increased
234
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.57B -$116M 7 9.33% Reduced
235
AIM
Allen Investment Management
New York
$1.56B -$32.4M 11 22.93% Reduced
236
Creative Planning
Creative Planning
Kansas
$1.56B +$32.5M 25 2.07% Increased
237
Rathbones Group
Rathbones Group
United Kingdom
$1.55B -$11.3M 9 14.44% Reduced
238
Candriam SCA
Candriam SCA
Luxembourg
$1.53B -$338M 14 11.06% Reduced
239
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.52B +$256M 23 5.29% Increased
240
Amalgamated Bank
Amalgamated Bank
New York
$1.49B -$25.9M 27 12.06% Reduced
241
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.49B -$251M 2 13.66% Reduced
242
Appaloosa LP
Appaloosa LP
New Jersey
$1.49B +$846M 4 27.59% Increased
243
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.48B -$92.2M 5 16.13% Reduced
244
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47B -$20.6M 16 10.12% Reduced
245
Third Point
Third Point
New York
$1.47B +$375M 4 21.52% Increased
246
Commerce Bank
Commerce Bank
Missouri
$1.47B -$5.26M 20 10.97% Reduced
247
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.47B -$545M 3 5.44% Reduced
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.46B +$509M 10 6.36% Increased
249
Farallon Capital Management
Farallon Capital Management
California
$1.44B -$152M 4 7.24% Reduced
250
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.43B -$57.6M 14 19.41% Reduced