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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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.87B -$332M 8 16.01% Reduced
227
Magellan Asset Management
Magellan Asset Management
Australia
$1.87B -$125M 5 18.6% Reduced
228
Jensen Investment Management
Jensen Investment Management
Oregon
$1.86B -$131M 3 14.12% Reduced
229
WCM Investment Management
WCM Investment Management
California
$1.86B +$3.91M 4 5.15% Increased
230
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.84B +$580M 3 19.95% Increased
231
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.84B +$30.1M 18 9.53% Increased
232
Natixis
Natixis
France
$1.83B +$156M 17 13.28% Increased
233
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.82B -$68.1M 6 10.26% Reduced
234
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.79B -$217M 8 6.28% Reduced
235
C WorldWide Group
C WorldWide Group
Denmark
$1.78B -$214M 3 23.92% Reduced
236
Axiom Investors
Axiom Investors
Connecticut
$1.78B +$430M 4 17.48% Increased
237
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.78B -$7.59M 23 12.59% Reduced
238
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.77B +$14.8M 21 13.46% Increased
239
Candriam SCA
Candriam SCA
Luxembourg
$1.77B +$97.1M 13 12.2% Increased
240
Temasek Holdings
Temasek Holdings
Singapore
$1.76B -$687M 5 9.84% Reduced
241
AIM
Allen Investment Management
New York
$1.76B -$43.4M 11 23.49% Reduced
242
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.75B -$13.8M 4 19.25% Reduced
243
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.73B -$34.3M 24 12.46% Reduced
244
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.72B -$7.54M 21 5.6% Reduced
245
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.72B +$116M 25 5.93% Increased
246
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.72B +$98M 18 5.01% Increased
247
Boston Partners
Boston Partners
Massachusetts
$1.71B +$211M 7 2.27% Increased
248
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.69B +$110M 16 8.49% Increased
249
Two Sigma Investments
Two Sigma Investments
New York
$1.67B +$252M 30 3.84% Increased
250
Commerce Bank
Commerce Bank
Missouri
$1.67B +$12.5M 19 11.87% Increased