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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
M&T Bank
M&T Bank
New York
$2.3B -$10.2M 19 7.53% Reduced
252
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$2.3B -$78.1M 11 31.92% Reduced
253
AP
Altarock Partners
Florida
$2.28B -$73.7M 3 55.25% Reduced
254
Wellcome Trust
Wellcome Trust
United Kingdom
$2.28B $0 4 28.13% Maintained
255
Czech National Bank
Czech National Bank
Czech Republic
$2.27B +$84.1M 9 14.93% Increased
256
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.27B +$3.92M 9 12.56% Increased
257
Woodline Partners
Woodline Partners
California
$2.27B +$559M 15 8.57% Increased
258
Boston Partners
Boston Partners
Massachusetts
$2.26B +$163M 9 2.37% Increased
259
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.26B +$126M 30 3.35% Increased
260
Alyeska Investment Group
Alyeska Investment Group
Illinois
$2.25B -$531M 11 6.35% Reduced
261
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.25B -$60.9M 28 11.45% Reduced
262
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$2.23B +$1.22B 27 6.62% Increased
263
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.21B -$292M 21 5.46% Reduced
264
Xponance
Xponance
Pennsylvania
$2.2B +$238M 23 15.66% Increased
265
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.2B -$17.1M 14 22.02% Reduced
266
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.2B +$477M 19 5.06% Increased
267
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.19B -$213M 29 8.09% Reduced
268
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.15B -$970M 25 2.79% Reduced
269
AssetMark Inc
AssetMark Inc
California
$2.13B +$53.8M 25 4.35% Increased
270
Natixis
Natixis
France
$2.07B +$1.16B 15 7.39% Increased
271
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.05B -$95.2M 9 8.62% Reduced
272
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.05B -$363M 8 6.7% Reduced
273
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$2.04B +$968M 13 13.83% Increased
274
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.04B +$94.2M 12 8.57% Increased
275
Farallon Capital Management
Farallon Capital Management
California
$2.03B +$58.4M 3 10.66% Increased