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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
301
Glenview Capital Management
Glenview Capital Management
New York
$288M +$108M 1 1.14% Increased
302
Edge Asset Management
Edge Asset Management
Washington
$287M +$34.5M 6 2.6% Increased
303
HH
HSG Holding
Hong Kong
$286M $0 1 23.83% Maintained
304
Findlay Park Partners
Findlay Park Partners
United Kingdom
$284M +$194M 2 2.91% Increased
305
CI Investments Inc
CI Investments Inc
Ontario, Canada
$284M -$19.8M 3 3.13% Reduced
306
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$281M +$20.2M 3 3.58% Increased
307
IRF
IBM Retirement Fund
New York
$279M -$5.41M 9 5.32% Reduced
308
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$278M +$69.9M 8 8.9% Increased
309
BWA
Brave Warrior Advisors
New York
$275M -$71.5K 1 7.94% Reduced
310
Magnetar Financial
Magnetar Financial
Illinois
$274M -$275M 4 3.9% Reduced
311
SH
SeaTown Holdings
Singapore
$273M -$266M 1 32.52% Reduced
312
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$272M +$8.9M 6 1.67% Increased
313
Two Sigma Advisers
Two Sigma Advisers
New York
$271M -$68.6M 10 2.02% Reduced
314
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$270M +$34.1M 6 2.9% Increased
315
CCM
Cornerstone Capital Management
Minnesota
$268M +$12.8M 2 8.79% Increased
316
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$266M -$13.6M 7 1.44% Reduced
317
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$265M -$8.54M 3 4.49% Reduced
318
SAM
Sawgrass Asset Management
Florida
$265M +$53.4M 4 12.07% Increased
319
GTP
Global Thematic Partners
New York
$263M -$143M 2 3.49% Reduced
320
Baird Financial Group
Baird Financial Group
Wisconsin
$261M +$271M 8 2.57% New
321
MG
Meritage Group
California
$261M +$73.8M 1 5.84% Increased
322
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$260M -$16.6M 4 10.12% Reduced
323
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$259M -$23.4M 11 3.57% Reduced
324
GL
GLG LLC
New York
$256M +$77.9M 10 5.45% Increased
325
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$256M +$7.18M 1 4.98% Increased