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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
251
CCM
Cornerstone Capital Management
Minnesota
$312M +$300M 3 10.27% New
252
PHS
PFM Health Sciences
California
$308M +$297M 2 6.41% New
253
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$308M +$307M 9 6.4% New
254
Brandes Investment Partners
Brandes Investment Partners
California
$304M +$289M 2 3.8% New
255
Canada Life
Canada Life
Manitoba, Canada
$303M +$301M 9 1.99% New
256
HCM
Herndon Capital Management
Georgia
$300M +$300M 4 4.47% New
257
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$297M +$300M 10 0.69% New
258
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$294M +$294M 8 5.54% New
259
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$292M +$291M 9 6.47% New
260
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$292M +$290M 9 5.72% New
261
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$287M +$272M 1 5.48% New
262
F&C Asset Management
F&C Asset Management
United Kingdom
$286M +$276M 9 3.92% New
263
Westwood Holdings Group
Westwood Holdings Group
Texas
$285M +$285M 3 2.49% New
264
DL
Delta Lloyd
Netherlands
$284M +$284M 8 10.94% New
265
KCM
Kames Capital Management
United Kingdom
$284M +$288M 6 9.97% New
266
WestEnd Advisors
WestEnd Advisors
North Carolina
$283M +$303M 3 9.3% New
267
OI
Oakbrook Investments
Illinois
$280M +$279M 7 8.1% New
268
HCM
Highfields Capital Management
Massachusetts
$277M +$277M 2 2.3% New
269
Tiger Global Management
Tiger Global Management
New York
$273M +$262M 1 4.76% New
270
Polar Capital
Polar Capital
United Kingdom
$273M +$269M 9 9.51% New
271
FC
Fairpointe Capital
Illinois
$270M +$257M 3 5.42% New
272
SSM
Sound Shore Management
Connecticut
$266M +$255M 3 5.19% New
273
GH
GAM Holding
Switzerland
$265M +$266M 9 5.81% New
274
Sit Investment Associates
Sit Investment Associates
Minnesota
$262M +$267M 7 5.29% New
275
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$261M +$260M 8 6.52% New