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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
Creative Planning
Creative Planning
Kansas
$1.08B +$11.4M 22 1.92% Increased
302
CIBC World Market
CIBC World Market
Ontario, Canada
$1.08B -$2.39B 19 3.53% Reduced
303
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.08B -$47.8M 4 9.67% Reduced
304
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.07B -$417M 6 4.61% Reduced
305
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.06B -$37.2M 9 9.35% Reduced
306
Capital International Inc
Capital International Inc
California
$1.06B -$119M 6 10.18% Reduced
307
Everett Harris & Co
Everett Harris & Co
California
$1.05B -$9.79M 7 16.62% Reduced
308
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.05B +$42.5M 19 4.47% Increased
309
GAM
GuardCap Asset Management
United Kingdom
$1.04B -$168M 3 14.39% Reduced
310
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.04B -$172M 5 7.17% Reduced
311
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.04B -$57.3M 11 10.66% Reduced
312
PTC
Provident Trust Company
Wisconsin
$1.03B +$9.03M 3 19.95% Increased
313
Davenport & Co
Davenport & Co
Virginia
$1.03B +$87.5M 12 7.27% Increased
314
E Fund Management
E Fund Management
China
$1.02B +$1.24B 10 42.69% New
315
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.02B -$270M 3 13.42% Reduced
316
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.02B -$53.9M 20 13.77% Reduced
317
WBC
Westpac Banking Corp
Australia
$1.01B -$43.7M 15 10.76% Reduced
318
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1B -$4.11M 15 10.1% Reduced
319
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$999M -$2.99M 15 21.58% Reduced
320
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$998M +$12.1M 15 5.21% Increased
321
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$984M +$27.7M 27 1.8% Increased
322
Nissay Asset Management
Nissay Asset Management
Japan
$983M +$83.3M 15 8.33% Increased
323
ING Group
ING Group
Netherlands
$975M +$322M 11 12.51% Increased
324
Farallon Capital Management
Farallon Capital Management
California
$971M -$194M 4 4.53% Reduced
325
ESCM
Echo Street Capital Management
New York
$967M +$29.7M 12 6.79% Increased