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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
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.3B -$15.6M 3 12.58% Reduced
277
Amalgamated Bank
Amalgamated Bank
New York
$1.29B +$909M 22 10.34% Increased
278
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28B +$10.1M 16 12.99% Increased
279
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.27B -$4.5M 15 18.95% Reduced
280
Guggenheim Capital
Guggenheim Capital
Illinois
$1.27B +$136M 18 7.48% Increased
281
PGGM Investments
PGGM Investments
Netherlands
$1.27B -$217M 9 5.36% Reduced
282
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.26B +$133M 5 13.19% Increased
283
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.25B -$60M 5 15.26% Reduced
284
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.25B +$921K 18 5.04% Increased
285
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.24B +$148M 4 17.84% Increased
286
Verition Fund Management
Verition Fund Management
Connecticut
$1.23B +$397M 17 11.22% Increased
287
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$1.23B -$49.6M 15 1.09% Reduced
288
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.23B -$46.5M 3 15.88% Reduced
289
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.23B -$35.2M 16 10.78% Reduced
290
Swiss Life Asset Management
Swiss Life Asset Management
$1.22B +$458K 10 12.31% Increased
291
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.21B +$33.2M 6 15.07% Increased
292
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21B +$10.4M 19 11.12% Increased
293
Första AP-fonden
Första AP-fonden
Sweden
$1.2B +$75.2M 14 14.14% Increased
294
PineBridge Investments
PineBridge Investments
New York
$1.18B +$42.6M 18 13.6% Increased
295
Comerica Bank
Comerica Bank
Texas
$1.17B -$46.4M 20 6.99% Reduced
296
MG
Meritage Group
California
$1.16B +$196M 4 21.79% Increased
297
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.16B -$20.7M 7 16.46% Reduced
298
Farallon Capital Management
Farallon Capital Management
California
$1.15B -$507M 4 4.7% Reduced
299
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.14B +$22.4M 9 9.84% Increased
300
Comgest Global Investors
Comgest Global Investors
France
$1.12B +$131M 6 15.28% Increased