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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
Rathbones Group
Rathbones Group
United Kingdom
$1.08B +$20.2M 9 12.11% Increased
252
NMO
Newlands Management Operations
Texas
$1.07B +$1.16B 6 28.18% New
253
Amalgamated Bank
Amalgamated Bank
New York
$1.07B -$1.17M 26 9.53% Reduced
254
Creative Planning
Creative Planning
Kansas
$1.07B +$72M 24 1.61% Increased
255
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.07B -$353K 25 10.31% Reduced
256
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.06B -$96.5M 9 11.27% Reduced
257
Commerce Bank
Commerce Bank
Missouri
$1.05B -$14M 20 8.57% Reduced
258
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.05B -$380M 3 11.46% Reduced
259
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.05B +$200M 17 8.04% Increased
260
Laurion Capital Management
Laurion Capital Management
New York
$1.04B +$349M 8 4.88% Increased
261
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.02B +$39.9M 9 7.86% Increased
262
Epoch Investment Partners
Epoch Investment Partners
New York
$1.02B -$112M 8 6.07% Reduced
263
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.01B -$12.5M 10 6.81% Reduced
264
CCM
Cantillon Capital Management
New York
$1B -$21M 3 8.49% Reduced
265
Carmignac Gestion
Carmignac Gestion
France
$995M +$52.2M 5 17.98% Increased
266
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$987M +$6.4M 3 16.42% Increased
267
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$981M -$41.2M 10 12.12% Reduced
268
M&G Investment Management
M&G Investment Management
United Kingdom
$965M +$40.5M 12 4.79% Increased
269
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$958M -$3.98M 16 11.85% Reduced
270
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$949M +$146M 7 4.25% Increased
271
Yacktman Asset Management
Yacktman Asset Management
Texas
$945M -$5.96M 3 9.42% Reduced
272
Acadian Asset Management
Acadian Asset Management
Massachusetts
$943M -$214M 22 4.65% Reduced
273
Scotia Capital
Scotia Capital
Ontario, Canada
$908M -$11.1M 10 6.98% Reduced
274
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$901M -$154M 8 9.22% Reduced
275
WCM Investment Management
WCM Investment Management
California
$901M +$93.4M 4 3.01% Increased