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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$487M -$6.57M 9 7.15% Reduced
327
Marsico Capital Management
Marsico Capital Management
Colorado
$484M -$118M 4 17.33% Reduced
328
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$479M +$12.7M 16 4.61% Increased
329
Commerce Bank
Commerce Bank
Missouri
$477M +$4.63M 13 6.07% Increased
330
MCIM
Meadow Creek Investment Management
Georgia
$476M -$27M 12 10.06% Reduced
331
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$470M +$21.1M 11 7% Increased
332
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$468M +$4.96M 12 10.36% Increased
333
Bahl & Gaynor
Bahl & Gaynor
Ohio
$463M +$13.9M 8 4.85% Increased
334
HL Financial Services
HL Financial Services
Kentucky
$461M +$8.98M 8 7.98% Increased
335
Sachem Head Capital Management
Sachem Head Capital Management
New York
$460M -$399K 3 16.88% Reduced
336
Utah Retirement Systems
Utah Retirement Systems
Utah
$459M +$3.75M 15 9.5% Increased
337
EP
Elkfork Partners
Oregon
$456M -$24.6M 9 11.75% Reduced
338
Everett Harris & Co
Everett Harris & Co
California
$454M +$603K 8 12.37% Increased
339
NSLI
Nan Shan Life Insurance
Taiwan
$452M -$14.3M 3 10.42% Reduced
340
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$451M +$10.7M 6 11.06% Increased
341
SSM
Sound Shore Management
Connecticut
$450M -$71.6M 3 7.56% Reduced
342
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$449M +$59.6M 6 14.83% Increased
343
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$448M -$151M 9 3.19% Reduced
344
London Company of Virginia
London Company of Virginia
Virginia
$448M -$12.6M 4 3.66% Reduced
345
MC
Maplelane Capital
New York
$441M +$322M 7 9.42% Increased
346
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$440M +$134M 7 20.24% Increased
347
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$440M -$6.28M 8 9.94% Reduced
348
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$436M +$719K 10 2.45% Increased
349
VM
Valinor Management
New York
$434M -$74.3M 4 13.61% Reduced
350
SAM
Shell Asset Management
Netherlands
$433M +$330K 13 8.87% Increased