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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
Rockefeller Capital Management
Rockefeller Capital Management
New York
$862M +$6.01M 17 11.69% Increased
252
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$857M +$85.1M 7 4.82% Increased
253
M&T Bank
M&T Bank
New York
$852M +$3.45M 14 4.25% Increased
254
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$839M -$176M 14 8.13% Reduced
255
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$829M -$16.8M 13 10.81% Reduced
256
Pzena Investment Management
Pzena Investment Management
New York
$821M -$166M 2 4.47% Reduced
257
CBT
Capital Bank & Trust
California
$818M -$55.8M 14 11.35% Reduced
258
Candriam SCA
Candriam SCA
Luxembourg
$799M -$15.4M 13 10.59% Reduced
259
Aristotle Capital Management
Aristotle Capital Management
California
$799M +$3.06M 1 4.23% Increased
260
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$793M +$99.8M 11 9.73% Increased
261
Guggenheim Capital
Guggenheim Capital
Illinois
$788M -$10.3M 16 6.3% Reduced
262
MetLife Investment Management
MetLife Investment Management
New Jersey
$771M -$16.5M 14 8.48% Reduced
263
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$765M -$113M 10 9.87% Reduced
264
TCW Group
TCW Group
California
$762M -$28.3M 8 8.68% Reduced
265
Causeway Capital Management
Causeway Capital Management
California
$761M +$10.2M 3 9.09% Increased
266
EC
Eminence Capital
New York
$755M -$25.4M 4 9.09% Reduced
267
AL
AJO LP
Pennsylvania
$731M -$37.9M 11 4.24% Reduced
268
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$730M -$23.1M 7 7.04% Reduced
269
Pendal Group
Pendal Group
Australia
$730M -$163M 9 9.5% Reduced
270
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$727M +$195M 2 45.14% Increased
271
Suntrust Banks
Suntrust Banks
Georgia
$722M -$4.3M 14 3.77% Reduced
272
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$718M +$98.2M 2 5.3% Increased
273
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$711M -$31.1K 14 11.79% Reduced
274
PIM
Platinum Investment Management
Australia
$700M +$110M 6 15.66% Increased
275
FAM
Foxhaven Asset Management
Virginia
$695M +$25.1M 3 28.19% Increased