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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
MG
Meritage Group
California
$624M -$78.8M 3 10.88% Reduced
277
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$610M -$27.9M 5 5.11% Reduced
278
Rockefeller Capital Management
Rockefeller Capital Management
New York
$610M +$629M 10 10.08% New
279
PCM
Primavera Capital Management
Cayman Islands
$608M -$469M 2 29.4% Reduced
280
Farallon Capital Management
Farallon Capital Management
California
$606M +$133M 2 4.2% Increased
281
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$597M +$108M 14 8.84% Increased
282
MetLife Investment Management
MetLife Investment Management
New Jersey
$594M -$16.9M 15 7% Reduced
283
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$592M +$45.8M 13 5.52% Increased
284
Arizona State Retirement System
Arizona State Retirement System
Arizona
$588M -$9.94M 11 5.93% Reduced
285
TPSF
Texas Permanent School Fund
Texas
$588M -$33.3M 11 7.84% Reduced
286
HighTower Advisors
HighTower Advisors
Illinois
$586M +$8.32M 16 4.91% Increased
287
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$575M +$29.6M 7 4.34% Increased
288
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$574M -$147M 5 19.5% Reduced
289
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$570M +$31.3M 19 3.09% Increased
290
ING Group
ING Group
Netherlands
$563M +$262M 10 10.19% Increased
291
Moore Capital Management
Moore Capital Management
New York
$559M -$145M 4 11.19% Reduced
292
Marsico Capital Management
Marsico Capital Management
Colorado
$556M +$81.5M 4 20.89% Increased
293
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$555M -$42.7M 13 7.52% Reduced
294
Candriam SCA
Candriam SCA
Luxembourg
$549M +$66.1M 12 9.36% Increased
295
Wolverine Trading
Wolverine Trading
Illinois
$541M +$248M 17 1.29% Increased
296
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$539M -$27.8M 6 4.3% Reduced
297
CIBC World Market
CIBC World Market
Ontario, Canada
$539M +$109M 11 2.22% Increased
298
Suntrust Banks
Suntrust Banks
Georgia
$538M +$48.8M 12 3.01% Increased
299
AWM
Ashmore Wealth Management
Delaware
$535M -$14.2M 3 26.81% Reduced
300
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$533M +$10.3M 13 6.44% Increased