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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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$717M +$17.1M 12 5.45% Increased
277
HighTower Advisors
HighTower Advisors
Illinois
$714M +$10.7M 17 5.15% Increased
278
Rockefeller Capital Management
Rockefeller Capital Management
New York
$708M -$10.8M 10 10.75% Reduced
279
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$702M +$6.08M 6 5.27% Increased
280
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$698M +$113M 9 9.91% Increased
281
Candriam SCA
Candriam SCA
Luxembourg
$696M -$12.1M 12 9.25% Reduced
282
Swiss Life Asset Management
Swiss Life Asset Management
$692M +$57.2M 9 9.27% Increased
283
Aristotle Capital Management
Aristotle Capital Management
California
$688M +$16.2M 1 4.01% Increased
284
Farallon Capital Management
Farallon Capital Management
California
$684M -$20.3M 3 4.04% Reduced
285
Wolverine Trading
Wolverine Trading
Illinois
$682M -$4.28M 20 1.49% Reduced
286
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$672M +$131M 7 5.61% Increased
287
Suntrust Banks
Suntrust Banks
Georgia
$671M +$3.12M 13 3.47% Increased
288
CCM
Cantillon Capital Management
New York
$670M -$43.7M 2 7.53% Reduced
289
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$666M -$18.8M 12 7.71% Reduced
290
Carmignac Gestion
Carmignac Gestion
France
$657M -$244M 2 5.57% Reduced
291
Marsico Capital Management
Marsico Capital Management
Colorado
$656M +$149M 4 22.15% Increased
292
TPI
Tesco Pension Investment
United Kingdom
$651M -$90.2M 4 16.08% Reduced
293
Artemis Investment Management
Artemis Investment Management
United Kingdom
$649M +$261M 7 7.21% Increased
294
Comerica Bank
Comerica Bank
Texas
$642M -$148M 15 5.18% Reduced
295
MAMU
Marathon Asset Management (UK)
United Kingdom
$638M +$10M 4 8.06% Increased
296
TPSF
Texas Permanent School Fund
Texas
$631M -$48.2M 12 8.71% Reduced
297
Tocqueville Asset Management
Tocqueville Asset Management
New York
$628M -$24.5M 11 7.91% Reduced
298
Norinchukin Bank
Norinchukin Bank
Japan
$620M +$34.1M 10 8.41% Increased
299
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$608M -$60M 15 7.28% Reduced
300
NSLI
Nan Shan Life Insurance
Taiwan
$592M +$73.9M 4 11.49% Increased