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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
OP
Oldfield Partners
United Kingdom
$263M +$26.8M 1 13.47% Increased
277
CCM
Cornerstone Capital Management
Minnesota
$260M -$57.2M 2 8.02% Reduced
278
Sit Investment Associates
Sit Investment Associates
Minnesota
$257M -$4.22M 7 4.93% Reduced
279
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$257M +$212M 3 1.63% Increased
280
DL
Delta Lloyd
Netherlands
$255M -$36.7M 9 9.78% Reduced
281
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$254M -$9.52M 8 6.37% Reduced
282
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$254M -$101M 4 6.7% Reduced
283
SSM
Sound Shore Management
Connecticut
$253M -$7.94M 3 4.7% Reduced
284
Capital International Inc
Capital International Inc
California
$252M -$6.21M 4 11.16% Reduced
285
Polar Capital
Polar Capital
United Kingdom
$250M -$29.9M 8 6.68% Reduced
286
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$250M +$7.76M 3 3.92% Increased
287
Highbridge Capital Management
Highbridge Capital Management
New York
$250M -$17.2M 7 2.64% Reduced
288
Generation Investment Management
Generation Investment Management
United Kingdom
$246M -$10M 1 4.69% Reduced
289
OI
Oakbrook Investments
Illinois
$246M -$38.9M 6 7.18% Reduced
290
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$245M +$12.3M 6 5.88% Increased
291
DFO
Duquesne Family Office
New York
$245M +$47M 2 28.96% Increased
292
SAM
Shell Asset Management
Netherlands
$242M -$5.15M 8 4.45% Reduced
293
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$240M +$43.9M 5 2.71% Increased
294
Saturna Capital
Saturna Capital
Washington
$240M -$19.4M 6 6.37% Reduced
295
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$239M +$16.2M 10 6.24% Increased
296
Royal London Asset Management
Royal London Asset Management
United Kingdom
$239M +$3.61M 9 6.41% Increased
297
CM
CS McKee
Pennsylvania
$239M -$10.3M 3 4.06% Reduced
298
Nomura Holdings
Nomura Holdings
Japan
$238M +$61.7M 12 1.43% Increased
299
Tiger Global Management
Tiger Global Management
New York
$238M -$66.8M 1 3.98% Reduced
300
Edge Asset Management
Edge Asset Management
Washington
$235M -$16.7M 5 2.81% Reduced