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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
$1.24B -$15.3M 21 9.71% Reduced
252
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.22B -$396M 3 10.99% Reduced
253
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.2B -$233M 3 5.61% Reduced
254
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$1.19B +$347K 3 18.25% Increased
255
Carmignac Gestion
Carmignac Gestion
France
$1.17B +$2.14M 5 19.45% Increased
256
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.17B +$98.1M 7 9.6% Increased
257
M&G Investment Management
M&G Investment Management
United Kingdom
$1.15B +$4.59M 10 5.43% Increased
258
Viking Global Investors
Viking Global Investors
Connecticut
$1.15B -$1.02B 3 5.39% Reduced
259
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15B -$1.1M 17 13.13% Reduced
260
Första AP-fonden
Första AP-fonden
Sweden
$1.14B -$149M 12 13.39% Reduced
261
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.13B -$5.86M 7 4.73% Reduced
262
LSV Asset Management
LSV Asset Management
Illinois
$1.13B -$116M 11 2.54% Reduced
263
Scotia Capital
Scotia Capital
Ontario, Canada
$1.13B +$40.6M 12 8.22% Increased
264
Epoch Investment Partners
Epoch Investment Partners
New York
$1.12B -$15.1M 8 6.69% Reduced
265
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.12B -$79.8M 8 7.91% Reduced
266
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.11B +$37.6M 4 14.06% Increased
267
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.11B -$3.35M 3 11.01% Reduced
268
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.11B -$57.3M 10 6.77% Reduced
269
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.1B -$67.1M 10 13.43% Reduced
270
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.09B +$36.4M 31 1.53% Increased
271
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.08B -$178M 10 11.16% Reduced
272
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.08B -$6.68M 23 4.73% Reduced
273
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.07B -$317M 6 3.86% Reduced
274
Pershing Square Capital Management
Pershing Square Capital Management
New York
$1.07B +$989M 2 10.43% New
275
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.06B -$171M 20 4.32% Reduced