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 |
Osaic Holdings
Scottsdale,
Arizona
| $1.44B | -$25.7M | 34 | 3.85% | Reduced |
|
| 252 |
Calamos Advisors
Naperville,
Illinois
| $1.41B | -$56.5M | 13 | 8.2% | Reduced |
|
| 253 |
Nikko Asset Management Americas
New York
| $1.36B | +$325M | 9 | 7.72% | Increased |
|
| 254 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $1.36B | +$11.1M | 7 | 6.91% | Increased |
|
| 255 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $1.35B | -$176M | 8 | 14.28% | Reduced |
|
| 256 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $1.34B | +$8M | 10 | 11.77% | Increased |
|
| 257 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $1.33B | -$46.3M | 9 | 14.54% | Reduced |
|
| 258 |
BAMCO Inc
New York
| $1.32B | +$95.5M | 9 | 3.26% | Increased |
|
| 259 |
Point72 Asset Management
Stamford,
Connecticut
| $1.32B | -$564M | 12 | 6.43% | Reduced |
|
| 260 |
Boston Partners
Boston,
Massachusetts
| $1.31B | -$194M | 12 | 2.04% | Reduced |
|
| 261 |
MSL
Mackay Shields LLC
New York
| $1.31B | -$36.8M | 15 | 9.06% | Reduced |
|
| 262 |
GIM
Genesis Investment Management
London,
United Kingdom
| $1.31B | -$49.7M | 2 | 38.99% | Reduced |
|
| 263 |
Fjarde Ap-fonden
Stockholm,
Sweden
| $1.31B | -$10.5M | 14 | 12.43% | Reduced |
|
| 264 |
Arizona State Retirement System
Phoenix,
Arizona
| $1.28B | -$65.7M | 23 | 11.65% | Reduced |
|
| 265 |
M&T Bank
Buffalo,
New York
| $1.26B | -$14.9M | 17 | 5.55% | Reduced |
|
| 266 |
Carmignac Gestion
Paris,
France
| $1.26B | +$25.7M | 5 | 13.21% | Increased |
|
| 267 |
TCW Group
Los Angeles,
California
| $1.25B | +$199M | 11 | 10.87% | Increased |
|
| 268 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $1.25B | -$41.7M | 15 | 6.86% | Reduced |
|
| 269 |
SG Americas Securities
New York
| $1.24B | +$77M | 26 | 6.63% | Increased |
|
| 270 |
Two Sigma Investments
New York
| $1.24B | +$485M | 22 | 3.56% | Increased |
|
| 271 |
Farallon Capital Management
San Francisco,
California
| $1.22B | +$111M | 3 | 7.35% | Increased |
|
| 272 |
Commerce Bank
Kansas City,
Missouri
| $1.17B | +$13.2M | 15 | 9.44% | Increased |
|
| 273 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $1.16B | -$141M | 13 | 9.19% | Reduced |
|
| 274 |
Parallax Volatility Advisers
San Francisco,
California
| $1.16B | +$26.2M | 23 | 0.85% | Increased |
|
| 275 |
PGGM Investments
Zeist,
Netherlands
| $1.15B | +$187M | 8 | 5.3% | Increased |
|