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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
CCM
Cantillon Capital Management
New York
$1.91B -$19.1M 3 10.49% Reduced
302
MML Investors Services
MML Investors Services
Massachusetts
$1.9B +$44.6M 21 5.06% Increased
303
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.88B +$50.1M 27 5.16% Increased
304
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.87B +$213M 5 24.73% Increased
305
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.85B -$204M 3 21.5% Reduced
306
IFM Investors
IFM Investors
Australia
$1.83B -$4.41M 15 16.09% Reduced
307
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.83B -$26.2M 2 19.28% Reduced
308
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.82B -$229M 5 14.31% Reduced
309
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.82B -$16.3M 21 6.94% Reduced
310
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.79B -$14.8M 6 15.94% Reduced
311
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.77B -$937M 17 6.95% Reduced
312
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$1.77B -$31.8M 11 20.26% Reduced
313
Waverton Investment Management
Waverton Investment Management
United Kingdom
$1.76B -$48.7M 6 22.59% Reduced
314
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.75B +$47.1M 8 16.96% Increased
315
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.74B -$362M 6 13.91% Reduced
316
AGF Management
AGF Management
Ontario, Canada
$1.74B -$1.89M 10 7.64% Reduced
317
AIM
Allen Investment Management
New York
$1.73B -$105M 9 19.17% Reduced
318
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.72B +$40M 15 13.13% Increased
319
Huntington National Bank
Huntington National Bank
Ohio
$1.71B +$57.8M 27 10.47% Increased
320
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.71B +$25M 15 14.74% Increased
321
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69B -$15M 20 12.86% Reduced
322
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.69B +$65.5M 15 13.69% Increased
323
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.68B +$109M 14 15.17% Increased
324
PTC
Provident Trust Company
Wisconsin
$1.67B -$1.82M 4 27.81% Reduced
325
Altshuler Shaham
Altshuler Shaham
Israel
$1.65B +$1.1B 12 27.2% Increased