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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
Everett Harris & Co
Everett Harris & Co
California
$1.17B -$12.2M 7 16.19% Reduced
302
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.17B +$81.6M 15 5.69% Increased
303
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.15B -$21.8M 20 4.48% Reduced
304
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.15B -$11.8M 4 9.86% Reduced
305
Vontobel Holding
Vontobel Holding
Switzerland
$1.15B -$551M 23 9.59% Reduced
306
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.15B -$16.8M 9 9.23% Reduced
307
PTC
Provident Trust Company
Wisconsin
$1.13B +$16M 3 20.22% Increased
308
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.13B +$9.75M 20 13.96% Increased
309
Xponance
Xponance
Pennsylvania
$1.13B +$84.7M 19 17.7% Increased
310
WBC
Westpac Banking Corp
Australia
$1.13B +$35.4M 16 11.66% Increased
311
Farallon Capital Management
Farallon Capital Management
California
$1.12B +$27.8M 2 5.6% Increased
312
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.11B +$38.3M 32 1.81% Increased
313
Nissay Asset Management
Nissay Asset Management
Japan
$1.11B +$28M 14 8.5% Increased
314
Capital International Inc
Capital International Inc
California
$1.1B +$11M 7 10.25% Increased
315
Nomura Holdings
Nomura Holdings
Japan
$1.1B +$57.5M 22 2.78% Increased
316
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.08B +$12.8M 15 21.39% Increased
317
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.07B +$237M 15 6.59% Increased
318
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$1.07B -$147M 3 10.43% Reduced
319
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.06B -$39.7M 16 10.27% Reduced
320
Davenport & Co
Davenport & Co
Virginia
$1.06B -$71.6M 14 6.99% Reduced
321
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.06B -$20.1M 9 3.86% Reduced
322
ACM
Atlanta Capital Management
Georgia
$1.05B -$14.7M 2 3.54% Reduced
323
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.04B +$13.5M 27 4.66% Increased
324
First Pacific Advisors
First Pacific Advisors
California
$1.02B -$23.1M 4 12.65% Reduced
325
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$1.01B -$211M 16 14.27% Reduced