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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.84B -$90.6M 6 11.15% Reduced
277
Epoch Investment Partners
Epoch Investment Partners
New York
$1.82B -$14.2M 8 8.33% Reduced
278
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.82B +$272M 19 7.65% Increased
279
Clear Street
Clear Street
New York
$1.82B +$280M 7 17.11% Increased
280
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.81B +$669M 20 4.11% Increased
281
TCW Group
TCW Group
California
$1.81B +$172M 9 16.18% Increased
282
Xponance
Xponance
Pennsylvania
$1.81B +$20.2M 18 18.47% Increased
283
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.81B +$156M 10 17.44% Increased
284
Harding Loevner
Harding Loevner
New Jersey
$1.8B +$6.42M 5 9.95% Increased
285
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.76B +$29.8M 2 14.3% Increased
286
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.75B +$92.9M 17 16.89% Increased
287
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.71B -$132M 8 6.98% Reduced
288
Verition Fund Management
Verition Fund Management
Connecticut
$1.66B +$1.26B 27 9.1% Increased
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66B +$403K 15 10.96% Increased
290
Amalgamated Bank
Amalgamated Bank
New York
$1.64B -$10.1M 26 13.98% Reduced
291
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.63B +$190M 5 23.14% Increased
292
Cresset Asset Management
Cresset Asset Management
Illinois
$1.61B +$315M 22 6.75% Increased
293
Carmignac Gestion
Carmignac Gestion
France
$1.59B +$318M 6 27.34% Increased
294
CCM
Cantillon Capital Management
New York
$1.59B -$75.1M 3 10.6% Reduced
295
Nissay Asset Management
Nissay Asset Management
Japan
$1.57B +$73.7M 14 10.41% Increased
296
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.57B +$33.6M 23 7.08% Increased
297
IFM Investors
IFM Investors
Australia
$1.54B +$18.8M 14 15.63% Increased
298
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.51B -$39.3M 15 15.85% Reduced
299
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.51B +$191M 7 16.88% Increased
300
Holocene Advisors
Holocene Advisors
New York
$1.5B +$17.2M 15 6.28% Increased