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 |
CIBC World Markets
New York
| $1.3B | -$115M | 10 | 12.66% | Reduced |
|
| 252 |
GGHC
Gilder Gagnon Howe & Co
New York
| $1.3B | +$23.4M | 10 | 8% | Increased |
|
| 253 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
| $1.29B | +$130M | 2 | 9.8% | Increased |
|
| 254 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $1.27B | -$94.9M | 9 | 14.72% | Reduced |
|
| 255 |
BAMCO Inc
New York
| $1.26B | +$104M | 9 | 3.88% | Increased |
|
| 256 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $1.26B | +$6.08M | 7 | 7.4% | Increased |
|
| 257 |
Natixis
Paris,
France
| $1.26B | -$20.5M | 17 | 9.25% | Reduced |
|
| 258 |
MSL
Mackay Shields LLC
New York
| $1.25B | +$3.33M | 15 | 8.49% | Increased |
|
| 259 |
Arizona State Retirement System
Phoenix,
Arizona
| $1.25B | +$285M | 21 | 12.39% | Increased |
|
| 260 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $1.23B | +$37.9M | 13 | 11.57% | Increased |
|
| 261 |
Fjarde Ap-fonden
Stockholm,
Sweden
| $1.22B | +$35.9M | 13 | 13.25% | Increased |
|
| 262 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| $1.19B | -$50.2M | 3 | 13.63% | Reduced |
|
| 263 |
M&T Bank
Buffalo,
New York
| $1.19B | +$122K | 14 | 5.85% | Increased |
|
| 264 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $1.18B | +$2.01M | 12 | 12.26% | Increased |
|
| 265 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $1.17B | +$20.7M | 21 | 7.04% | Increased |
|
| 266 |
Marshall Wace
London,
United Kingdom
| $1.16B | +$115M | 12 | 7.41% | Increased |
|
| 267 |
First Pacific Advisors
El Segundo,
California
| $1.12B | -$131M | 8 | 15.61% | Reduced |
|
| 268 |
SG Americas Securities
New York
| $1.1B | +$411M | 21 | 7.03% | Increased |
|
| 269 |
Factory Mutual Insurance
Waltham,
Massachusetts
| $1.1B | -$34.5M | 5 | 17.85% | Reduced |
|
| 270 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| $1.09B | -$938M | 11 | 8.16% | Reduced |
|
| 271 |
DFO
Duquesne Family Office
New York
| $1.08B | +$142M | 6 | 31.29% | Increased |
|
| 272 |
Renaissance Technologies
New York
| $1.07B | -$269M | 15 | 1.07% | Reduced |
|
| 273 |
Carmignac Gestion
Paris,
France
| $1.07B | +$67.6M | 7 | 12.65% | Increased |
|
| 274 |
Commerce Bank
Kansas City,
Missouri
| $1.07B | -$10.7M | 15 | 9.65% | Reduced |
|
| 275 |
Sculptor Capital
New York
| $1.06B | +$141M | 6 | 6.71% | Increased |
|