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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$397M -$109M 15 2.13% Reduced
302
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$396M +$27.9M 4 13.57% Increased
303
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$393M -$13M 12 5.01% Reduced
304
Sarasin & Partners
Sarasin & Partners
United Kingdom
$388M -$125M 4 6.55% Reduced
305
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$388M +$168M 1 90.87% Increased
306
HighTower Advisors
HighTower Advisors
Illinois
$384M +$8.53M 14 4.18% Increased
307
Martingale Asset Management
Martingale Asset Management
Massachusetts
$382M -$23.9M 7 5.39% Reduced
308
TGA
Trilogy Global Advisors
Florida
$382M +$8.19M 5 12.83% Increased
309
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$377M +$46.4M 11 7.8% Increased
310
Appaloosa LP
Appaloosa LP
New Jersey
$373M -$19.5M 1 6.61% Reduced
311
MCIM
Meadow Creek Investment Management
Georgia
$372M +$374M 11 9.63% New
312
FC
Fairpointe Capital
Illinois
$367M +$85.3K 5 7.42% Increased
313
MC
Montag & Caldwell
Georgia
$365M +$109M 3 8.82% Increased
314
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$363M -$17.8M 8 6.26% Reduced
315
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$362M -$37.2M 10 8.11% Reduced
316
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$362M +$81.2M 12 6.96% Increased
317
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$360M -$30.8M 7 7.65% Reduced
318
Artemis Investment Management
Artemis Investment Management
United Kingdom
$359M +$63.9M 6 9.66% Increased
319
ING Group
ING Group
Netherlands
$358M +$50M 10 6.72% Increased
320
Hermes Investment Management
Hermes Investment Management
United Kingdom
$358M -$14.2M 5 6.11% Reduced
321
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$356M +$64M 7 2.75% Increased
322
Alyeska Investment Group
Alyeska Investment Group
Illinois
$356M +$82.2M 6 2.94% Increased
323
Marsico Capital Management
Marsico Capital Management
Colorado
$354M -$32.3M 3 15.68% Reduced
324
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$354M +$26.5M 13 2.97% Increased
325
IVA
International Value Advisers
$352M -$45M 4 11.87% Reduced