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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
MML Investors Services
MML Investors Services
Massachusetts
$1.66B +$72.1M 21 4.79% Increased
302
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.65B -$232M 20 6.54% Reduced
303
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.65B +$17.3M 27 5.02% Increased
304
Waverton Investment Management
Waverton Investment Management
United Kingdom
$1.65B +$42.6M 6 22.73% Increased
305
IFM Investors
IFM Investors
Australia
$1.64B +$57.3M 15 15.64% Increased
306
C WorldWide Group
C WorldWide Group
Denmark
$1.63B -$258M 3 22.08% Reduced
307
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$1.62B -$36M 11 20.28% Reduced
308
Two Sigma Investments
Two Sigma Investments
New York
$1.61B -$217M 27 2.84% Reduced
309
VanEck Associates
VanEck Associates
New York
$1.6B -$94.3M 17 1.81% Reduced
310
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.59B -$8.93M 6 15.13% Reduced
311
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.59B -$191M 4 22.88% Reduced
312
CCM
Cantillon Capital Management
New York
$1.56B -$40.1M 3 9.04% Reduced
313
QRG Capital Management
QRG Capital Management
Illinois
$1.56B +$41.8M 16 13.58% Increased
314
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.53B -$73.9M 2 20.96% Reduced
315
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.53B -$37.1M 9 16.7% Reduced
316
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52B +$9.97M 18 12.29% Increased
317
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.5B +$213M 15 13.86% Increased
318
IEQ Capital
IEQ Capital
California
$1.5B -$14.3M 22 9.18% Reduced
319
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.49B -$83.8M 5 7.95% Reduced
320
AGF Management
AGF Management
Ontario, Canada
$1.48B -$251M 11 6.72% Reduced
321
Huntington National Bank
Huntington National Bank
Ohio
$1.47B +$33.4M 27 9.62% Increased
322
Epoch Investment Partners
Epoch Investment Partners
New York
$1.47B -$107M 7 7.58% Reduced
323
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.47B +$50M 15 13.22% Increased
324
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$1.46B +$351M 6 19.43% Increased
325
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.45B -$163M 15 13.18% Reduced