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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
326
Alyeska Investment Group
Alyeska Investment Group
Illinois
$459M -$112M 11 3.8% Reduced
327
AL
AJO LP
Pennsylvania
$454M -$65.9M 9 2.08% Reduced
328
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$451M -$34.8M 10 8.99% Reduced
329
SCM
Suvretta Capital Management
New York
$447M -$111M 2 11.29% Reduced
330
Artemis Investment Management
Artemis Investment Management
United Kingdom
$441M +$22.6M 6 6.82% Increased
331
Sachem Head Capital Management
Sachem Head Capital Management
New York
$438M +$39.8M 2 14.61% Increased
332
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$436M +$30.3M 15 4.39% Increased
333
EP
Elkfork Partners
Oregon
$436M -$21.8M 9 11.74% Reduced
334
Commerce Bank
Commerce Bank
Missouri
$435M -$9.92M 12 5.74% Reduced
335
Scharf Investments
Scharf Investments
California
$434M -$132M 2 12.19% Reduced
336
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$432M +$3.41M 12 6.53% Increased
337
BA
Boston Advisors
Massachusetts
$432M -$77M 10 11.06% Reduced
338
Sentry Investments
Sentry Investments
Ontario, Canada
$431M -$101M 5 6.43% Reduced
339
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$428M -$14.7M 12 9.92% Reduced
340
HL Financial Services
HL Financial Services
Kentucky
$427M +$3.84M 8 7.57% Increased
341
London Company of Virginia
London Company of Virginia
Virginia
$427M +$8.44M 4 3.42% Increased
342
Norinchukin Bank
Norinchukin Bank
Japan
$425M +$30.5M 10 7.11% Increased
343
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$422M -$167M 11 4.07% Reduced
344
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$419M +$213M 9 8.9% Increased
345
Utah Retirement Systems
Utah Retirement Systems
Utah
$419M +$1.8M 12 8.91% Increased
346
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$418M +$292M 16 0.56% Increased
347
NSLI
Nan Shan Life Insurance
Taiwan
$417M +$46M 4 8.51% Increased
348
Bahl & Gaynor
Bahl & Gaynor
Ohio
$416M -$46.3M 7 4.58% Reduced
349
Everett Harris & Co
Everett Harris & Co
California
$414M +$12.7M 7 11.48% Increased
350
PIA
Piedmont Investment Advisors
North Carolina
$414M -$139M 10 11.04% Reduced