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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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.27B -$4.34M 19 5.13% Reduced
277
Amalgamated Bank
Amalgamated Bank
New York
$1.27B -$58.5M 23 10.69% Reduced
278
Melvin Capital Management
Melvin Capital Management
New York
$1.26B -$837M 4 6.42% Reduced
279
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.26B -$17.8M 5 11.64% Reduced
280
AP
Altarock Partners
Florida
$1.25B +$168M 2 33.7% Increased
281
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25B +$24.4M 19 11.6% Increased
282
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.23B -$53.7M 5 15.4% Reduced
283
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.23B -$33.7M 16 11.02% Reduced
284
Two Sigma Investments
Two Sigma Investments
New York
$1.23B +$177M 19 2.74% Increased
285
ARK Investment Management
ARK Investment Management
Florida
$1.23B -$776M 8 2.94% Reduced
286
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.21B +$56.8M 8 9.58% Increased
287
PineBridge Investments
PineBridge Investments
New York
$1.2B -$2.03M 18 14.42% Reduced
288
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.19B -$54.2M 6 14.24% Reduced
289
SCM
Steadfast Capital Management
New York
$1.19B +$406M 2 11.5% Increased
290
MG
Meritage Group
California
$1.18B -$20.4M 4 23.19% Reduced
291
Nomura Holdings
Nomura Holdings
Japan
$1.18B -$420M 19 2.92% Reduced
292
Scotia Capital
Scotia Capital
Ontario, Canada
$1.17B +$60.3M 14 8.54% Increased
293
Comgest Global Investors
Comgest Global Investors
France
$1.17B -$8.67M 5 15.36% Reduced
294
Railway Pension Investments
Railway Pension Investments
United Kingdom
$1.16B +$20.5M 11 9.42% Increased
295
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.16B -$5.42M 7 16.52% Reduced
296
Manning & Napier Group
Manning & Napier Group
New York
$1.12B -$19.8M 7 9.63% Reduced
297
Verition Fund Management
Verition Fund Management
Connecticut
$1.12B -$64.3M 18 9.71% Reduced
298
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$1.11B +$10.2M 16 14.25% Increased
299
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.1B +$19.6M 11 6.79% Increased
300
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$1.08B -$92.6M 3 10.62% Reduced