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 |
Nikko Asset Management Americas
New York
| $1.63B | +$15.9M | 7 | 6.37% | Increased |
|
| 252 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $1.61B | +$78.4M | 12 | 10.94% | Increased |
|
| 253 |
BAMCO Inc
New York
| $1.6B | -$43M | 9 | 3.67% | Reduced |
|
| 254 |
Westfield Capital Management
Boston,
Massachusetts
| $1.6B | -$136M | 8 | 9.59% | Reduced |
|
| 255 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $1.56B | +$120M | 14 | 10.65% | Increased |
|
| 256 |
Fjarde Ap-fonden
Stockholm,
Sweden
| $1.51B | -$74.4M | 14 | 13.86% | Reduced |
|
| 257 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $1.51B | -$27.1M | 17 | 7.81% | Reduced |
|
| 258 |
Arizona State Retirement System
Phoenix,
Arizona
| $1.51B | -$8.61M | 23 | 12.28% | Reduced |
|
| 259 |
Mairs & Power Inc
St Paul,
Minnesota
| $1.48B | +$56.2M | 6 | 14.58% | Increased |
|
| 260 |
Two Sigma Advisers
New York
| $1.46B | -$780M | 17 | 3.86% | Reduced |
|
| 261 |
Troy Asset Management
London,
United Kingdom
| $1.46B | +$32.6M | 2 | 24.93% | Increased |
|
| 262 |
M&T Bank
Buffalo,
New York
| $1.45B | -$76.1M | 17 | 6.39% | Reduced |
|
| 263 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $1.45B | +$318M | 2 | 32.13% | Increased |
|
| 264 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $1.45B | -$64.5M | 9 | 14.84% | Reduced |
|
| 265 |
Commerce Bank
Kansas City,
Missouri
| $1.43B | +$5.82M | 16 | 10.16% | Increased |
|
| 266 |
Third Point
New York
| $1.42B | +$79.7M | 3 | 8.32% | Increased |
|
| 267 |
Rathbones Group
Liverpool,
United Kingdom
| $1.42B | +$36M | 9 | 15.73% | Increased |
|
| 268 |
CCM
Cantillon Capital Management
New York
| $1.39B | +$78.7M | 3 | 9.36% | Increased |
|
| 269 |
Carmignac Gestion
Paris,
France
| $1.38B | -$25.6M | 6 | 15.96% | Reduced |
|
| 270 |
Orbis Allan Gray
Hamilton,
Bermuda
| $1.34B | +$701M | 5 | 8.47% | Increased |
|
| 271 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| $1.34B | +$28.6M | 5 | 11.28% | Increased |
|
| 272 |
Epoch Investment Partners
New York
| $1.33B | -$548M | 7 | 7.16% | Reduced |
|
| 273 |
MUFG Securities EMEA
London,
United Kingdom
| $1.33B | +$212M | 9 | 12.65% | Increased |
|
| 274 |
TCW Group
Los Angeles,
California
| $1.33B | +$15.2M | 11 | 11.51% | Increased |
|
| 275 |
GIM
Genesis Investment Management
London,
United Kingdom
| $1.33B | -$5.27M | 2 | 39.3% | Reduced |
|