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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
Commerce Bank
Commerce Bank
Missouri
$1.66B -$3.87M 18 10.87% Reduced
252
Rathbones Group
Rathbones Group
United Kingdom
$1.65B +$35.7M 10 16.01% Increased
253
M&T Bank
M&T Bank
New York
$1.64B -$4.13M 19 6.87% Reduced
254
USS Investment Management
USS Investment Management
United Kingdom
$1.62B -$2.81M 16 12.28% Reduced
255
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.61B +$658M 9 19.23% Increased
256
Epoch Investment Partners
Epoch Investment Partners
New York
$1.61B -$32.6M 8 8.15% Reduced
257
Amalgamated Bank
Amalgamated Bank
New York
$1.61B +$211M 24 11.85% Increased
258
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.6B -$101M 15 14.11% Reduced
259
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.59B -$17.3M 2 35.46% Reduced
260
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.58B -$41.4M 11 15.05% Reduced
261
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.56B -$249M 12 10.44% Reduced
262
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.55B -$443M 21 11.6% Reduced
263
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.54B +$55.3M 15 8.65% Increased
264
Longview Partners
Longview Partners
Guernsey
$1.51B -$140M 2 9.63% Reduced
265
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.51B +$26.3M 4 13.72% Increased
266
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.5B +$3.23M 18 13.74% Increased
267
SG Americas Securities
SG Americas Securities
New York
$1.5B -$2.6B 26 8.14% Reduced
268
CCM
Cantillon Capital Management
New York
$1.49B -$131M 3 9.87% Reduced
269
Guggenheim Capital
Guggenheim Capital
Illinois
$1.48B +$29.5M 20 7.73% Increased
270
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.48B +$36.1M 15 19.2% Increased
271
PGGM Investments
PGGM Investments
Netherlands
$1.47B -$45.1M 9 7.3% Reduced
272
Boston Partners
Boston Partners
Massachusetts
$1.46B -$294M 12 1.76% Reduced
273
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.46B -$54.2M 3 13% Reduced
274
Första AP-fonden
Första AP-fonden
Sweden
$1.46B +$35.6M 14 14.68% Increased
275
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.45B +$130M 7 10.55% Increased