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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
PineBridge Investments
PineBridge Investments
New York
$1.85B -$36.6M 19 13.93% Reduced
277
Magellan Asset Management
Magellan Asset Management
Australia
$1.81B +$62.2M 4 19.93% Increased
278
DSM Capital Partners
DSM Capital Partners
Florida
$1.78B -$109M 4 27.52% Reduced
279
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.78B +$401M 12 8.71% Increased
280
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.77B -$94.2M 6 17.13% Reduced
281
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.75B -$1B 2 25.72% Reduced
282
Aristotle Capital Management
Aristotle Capital Management
California
$1.75B -$33M 3 3.37% Reduced
283
Nissay Asset Management
Nissay Asset Management
Japan
$1.73B +$107M 15 10.58% Increased
284
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.73B -$383M 19 3.74% Reduced
285
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.73B -$124M 5 10.1% Reduced
286
USS Investment Management
USS Investment Management
United Kingdom
$1.71B +$405M 12 11.92% Increased
287
Czech National Bank
Czech National Bank
Czech Republic
$1.68B +$97.8M 9 15.54% Increased
288
Amalgamated Bank
Amalgamated Bank
New York
$1.67B -$23.3M 26 13.72% Reduced
289
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.66B -$78.7M 5 9.65% Reduced
290
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66B -$35.1M 15 10.31% Reduced
291
Altshuler Shaham
Altshuler Shaham
Israel
$1.66B +$1.32B 7 56.23% Increased
292
ING Group
ING Group
Netherlands
$1.65B -$1.25B 14 11.11% Reduced
293
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.61B -$686M 5 28.95% Reduced
294
M&G plc
M&G plc
United Kingdom
$1.59B -$5.41M 12 9.8% Reduced
295
Epoch Investment Partners
Epoch Investment Partners
New York
$1.58B -$116M 7 7.64% Reduced
296
AssetMark Inc
AssetMark Inc
California
$1.57B +$121M 21 4.28% Increased
297
CCM
Cantillon Capital Management
New York
$1.57B +$8.11M 3 9.48% Increased
298
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.55B -$434M 3 17.94% Reduced
299
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.54B -$18.9M 8 15.33% Reduced
300
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.53B +$500M 22 2.29% Increased