← All themes

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
LSV Asset Management
LSV Asset Management
Illinois
$1.09B -$138M 8 2.54% Reduced
302
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.09B -$11.3M 7 15.18% Reduced
303
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.08B +$146M 12 8.97% Increased
304
GAM
GuardCap Asset Management
United Kingdom
$1.08B -$54.4M 3 14.98% Reduced
305
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.08B +$72.1M 3 12.51% Increased
306
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.07B -$16.4M 4 11.68% Reduced
307
CCM
Cantillon Capital Management
New York
$1.05B -$3.99M 2 7.78% Reduced
308
PTC
Provident Trust Company
Wisconsin
$1.03B -$17M 3 23.85% Reduced
309
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.02B +$53.4M 12 15.07% Increased
310
Nissay Asset Management
Nissay Asset Management
Japan
$998M +$51.7M 14 8.84% Increased
311
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$994M +$16.7M 24 4.64% Increased
312
Everett Harris & Co
Everett Harris & Co
California
$991M -$10M 6 15.46% Reduced
313
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$990M -$58.5M 14 13.13% Reduced
314
Boston Trust Walden
Boston Trust Walden
Massachusetts
$989M -$12.4M 9 8.29% Reduced
315
H&H International Investment
H&H International Investment
California
$973M -$68.7M 2 7.33% Reduced
316
Squarepoint
Squarepoint
New York
$969M -$1.8M 22 2.39% Reduced
317
Davenport & Co
Davenport & Co
Virginia
$969M +$28.5M 11 7.33% Increased
318
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$964M +$17M 13 9.52% Increased
319
First Pacific Advisors
First Pacific Advisors
California
$961M -$66.5M 4 15.06% Reduced
320
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$951M -$8.83M 17 12.8% Reduced
321
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$945M -$117M 21 4.94% Reduced
322
Utah Retirement Systems
Utah Retirement Systems
Utah
$937M +$2.97M 20 13.39% Increased
323
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$936M -$153M 3 4.53% Reduced
324
MCMC
Matrix Capital Management Company
New Hampshire
$933M $0 1 11.19% Maintained
325
Vontobel Holding
Vontobel Holding
Switzerland
$929M -$29.9M 23 8.57% Reduced