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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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$485M -$8.86M 7 5.91% Reduced
277
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$481M +$19.1M 9 2.54% Increased
278
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$480M +$18.9M 9 11.86% Increased
279
PIA
Piedmont Investment Advisors
North Carolina
$478M -$37.6M 9 9.89% Reduced
280
PGGM Investments
PGGM Investments
Netherlands
$478M -$28.7M 7 2.47% Reduced
281
Arizona State Retirement System
Arizona State Retirement System
Arizona
$473M -$390K 11 6.64% Reduced
282
ING Group
ING Group
Netherlands
$472M +$84.4M 10 8.57% Increased
283
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$470M +$3.41M 4 4.54% Increased
284
Two Sigma Investments
Two Sigma Investments
New York
$468M -$103M 10 1.58% Reduced
285
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$466M -$12.7M 10 6.01% Reduced
286
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$466M +$315K 2 7.92% Increased
287
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$464M +$106M 1 16.9% Increased
288
Marshall Wace North America
Marshall Wace North America
New York
$462M +$443M 9 3.64% New
289
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$458M -$11.2M 12 6.26% Reduced
290
CAM
ClariVest Asset Management
California
$458M +$4.04M 10 11.46% Increased
291
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$458M +$82.6M 11 4.62% Increased
292
Balyasny Asset Management
Balyasny Asset Management
Illinois
$455M +$10.4M 14 2.12% Increased
293
GA
Geneva Advisors
Illinois
$454M +$150K 9 8.11% Increased
294
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$453M +$27.6M 5 13.23% Increased
295
AL
AJO LP
Pennsylvania
$449M -$19.6M 8 1.85% Reduced
296
HighTower Advisors
HighTower Advisors
Illinois
$443M +$25.3M 17 4.24% Increased
297
MG
Meritage Group
California
$432M +$305M 3 11.22% Increased
298
ROIC
Route One Investment Company
California
$428M $0 3 15.91% Maintained
299
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$428M -$12.3M 10 8.02% Reduced
300
Suntrust Banks
Suntrust Banks
Georgia
$426M -$81.2M 9 2.71% Reduced