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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
BAMCO Inc
BAMCO Inc
New York
$483M +$67.2M 5 2.29% Increased
302
Arizona State Retirement System
Arizona State Retirement System
Arizona
$483M -$34.4M 11 5.77% Reduced
303
MAMU
Marathon Asset Management (UK)
United Kingdom
$473M -$8.8M 4 7.77% Reduced
304
Harding Loevner
Harding Loevner
New Jersey
$472M -$385M 5 2.69% Reduced
305
TCI Fund Management
TCI Fund Management
United Kingdom
$468M +$454M 1 3.23% New
306
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$462M +$40.1M 7 2.37% Increased
307
AL
AJO LP
Pennsylvania
$461M -$45.6M 7 2% Reduced
308
PIA
Piedmont Investment Advisors
North Carolina
$461M +$3.8M 9 9.79% Increased
309
Suntrust Banks
Suntrust Banks
Georgia
$461M -$7.32M 11 2.74% Reduced
310
Sculptor Capital
Sculptor Capital
New York
$457M -$314M 5 2.21% Reduced
311
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$447M +$7.1M 11 8.51% Increased
312
Capital Guardian Trust
Capital Guardian Trust
California
$444M +$7.85M 10 7.72% Increased
313
PGGM Investments
PGGM Investments
Netherlands
$442M -$20.9M 7 2.18% Reduced
314
Natixis
Natixis
France
$441M +$3.78M 12 4.06% Increased
315
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$440M -$1.27M 13 5.28% Reduced
316
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$435M +$42.1M 12 4.07% Increased
317
HCM
Highfields Capital Management
Massachusetts
$435M +$51M 2 3.74% Increased
318
MCIM
Meadow Creek Investment Management
Georgia
$433M -$27.2M 11 10.07% Reduced
319
VM
Valinor Management
New York
$432M +$112M 4 13.53% Increased
320
LPL Financial
LPL Financial
California
$432M +$36.6M 16 1.53% Increased
321
CLM
ClearBridge LLC (Maryland)
Maryland
$431M -$132M 6 9.32% Reduced
322
CIBC World Market
CIBC World Market
Ontario, Canada
$431M -$4.42M 11 2.06% Reduced
323
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$429M -$5.36M 11 8.08% Reduced
324
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$428M -$259M 11 7.78% Reduced
325
IVA
International Value Advisers
$427M -$9.58M 4 12.84% Reduced