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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
HighTower Advisors
HighTower Advisors
Illinois
$859M +$53.5M 17 5.11% Increased
252
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$848M -$106M 3 4.54% Reduced
253
CBT
Capital Bank & Trust
California
$841M +$20M 14 10.36% Increased
254
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$834M -$5.66M 13 10.67% Reduced
255
Rockefeller Capital Management
Rockefeller Capital Management
New York
$831M +$29M 17 11.59% Increased
256
M&T Bank
M&T Bank
New York
$828M -$1.7M 13 4.32% Reduced
257
Pendal Group
Pendal Group
Australia
$810M -$65.2M 10 11.26% Reduced
258
Candriam SCA
Candriam SCA
Luxembourg
$805M +$47.1M 12 10.03% Increased
259
Guggenheim Capital
Guggenheim Capital
Illinois
$785M -$8.39M 16 6.39% Reduced
260
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$785M +$132M 13 6.29% Increased
261
Natixis
Natixis
France
$782M -$545M 10 6.01% Reduced
262
TCW Group
TCW Group
California
$781M -$43.9M 9 8.3% Reduced
263
MetLife Investment Management
MetLife Investment Management
New Jersey
$773M -$1.61B 15 8.27% Reduced
264
AL
AJO LP
Pennsylvania
$772M -$89.5M 11 4.01% Reduced
265
Aristotle Capital Management
Aristotle Capital Management
California
$766M -$36.8M 1 4.28% Reduced
266
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$763M +$195M 10 8.08% Increased
267
Causeway Capital Management
Causeway Capital Management
California
$756M -$111M 3 8.27% Reduced
268
Manning & Napier Group
Manning & Napier Group
New York
$754M -$9.82M 7 8.19% Reduced
269
SG Americas Securities
SG Americas Securities
New York
$744M +$398M 17 5.12% Increased
270
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$737M +$29.8M 7 4.47% Increased
271
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$737M +$22.8M 7 7.07% Increased
272
EC
Eminence Capital
New York
$737M +$520M 4 9.72% Increased
273
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$732M -$62.6M 13 8.6% Reduced
274
FAM
Foxhaven Asset Management
Virginia
$710M +$4.01M 3 31.18% Increased
275
Jane Street
Jane Street
New York
$709M -$4B 24 1.25% Reduced