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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
276
Los Angeles Capital Management
Los Angeles Capital Management
California
$261M +$265M 5 3.69% New
277
H
Hexavest
Quebec, Canada
$257M +$260M 5 4.37% New
278
BWA
Brave Warrior Advisors
New York
$256M +$268M 2 11.84% New
279
TAM
Tiverton Asset Management
Delaware
$255M +$252M 3 6.63% New
280
Edge Asset Management
Edge Asset Management
Washington
$254M +$248M 5 3.19% New
281
FI
Focused Investors
California
$254M +$254M 2 11.03% New
282
JC
Joho Capital
New York
$253M +$244M 1 21.72% New
283
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$253M +$249M 6 4.48% New
284
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$251M +$255M 5 1.28% New
285
Saturna Capital
Saturna Capital
Washington
$250M +$251M 6 6.82% New
286
SAM
Shell Asset Management
Netherlands
$249M +$249M 8 4.74% New
287
CM
CS McKee
Pennsylvania
$248M +$246M 3 4.21% New
288
AL
AJO LP
Pennsylvania
$246M +$236M 4 1.15% New
289
CRM
Cramer Rosenthal McGlynn
Connecticut
$245M +$263M 2 1.85% New
290
KBC Group
KBC Group
Belgium
$244M +$244M 10 4.53% New
291
OP
Oldfield Partners
United Kingdom
$243M +$231M 1 15.74% New
292
Tocqueville Asset Management
Tocqueville Asset Management
New York
$242M +$236M 8 3.28% New
293
SIM
Sprucegrove Investment Management
Ontario, Canada
$241M +$230M 2 4.39% New
294
Highbridge Capital Management
Highbridge Capital Management
New York
$239M +$254M 9 2.37% New
295
CCM
Criterion Capital Management
California
$238M +$229M 3 9.64% New
296
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$237M +$239M 3 4.04% New
297
Sculptor Capital
Sculptor Capital
New York
$237M +$234M 5 0.74% New
298
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$234M +$234M 5 5.11% New
299
Nomura Asset Management
Nomura Asset Management
Japan
$233M +$232M 10 4.61% New
300
Generation Investment Management
Generation Investment Management
United Kingdom
$232M +$249M 1 4.47% New