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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
Utah Retirement Systems
Utah Retirement Systems
Utah
$512M +$5.58M 16 10.14% Increased
327
MCIM
Meadow Creek Investment Management
Georgia
$511M +$14.9M 17 10.42% Increased
328
GCCM
Green Court Capital Management
Hong Kong
$510M +$58.1M 1 75.88% Increased
329
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$504M -$8.3M 7 5.67% Reduced
330
Barings
Barings
North Carolina
$502M -$7.81M 15 11.53% Reduced
331
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$495M -$17.1M 17 8.98% Reduced
332
Everett Harris & Co
Everett Harris & Co
California
$491M -$6.31M 8 12.74% Reduced
333
AIM
Allen Investment Management
New York
$489M +$110M 6 15.32% Increased
334
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$487M -$39.7M 8 10.41% Reduced
335
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$484M +$31.4M 12 4.53% Increased
336
Hosking Partners
Hosking Partners
United Kingdom
$481M -$4.66M 8 12.18% Reduced
337
Creative Planning
Creative Planning
Kansas
$480M -$635K 16 1.73% Reduced
338
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$471M +$19.2M 25 3.6% Increased
339
SGAM
Smith Group Asset Management
Texas
$470M +$1.01M 6 15.24% Increased
340
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$470M -$115M 7 21.36% Reduced
341
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$469M +$34.3M 16 2.91% Increased
342
MVIP
Mar Vista Investment Partners
California
$468M +$63.4M 5 12.37% Increased
343
BAMCO Inc
BAMCO Inc
New York
$466M +$57.6M 7 1.98% Increased
344
Davenport & Co
Davenport & Co
Virginia
$455M +$7.91M 8 5.68% Increased
345
Martingale Asset Management
Martingale Asset Management
Massachusetts
$452M +$47.2M 8 4.89% Increased
346
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$446M -$110M 2 3.02% Reduced
347
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$445M +$18.4M 17 3.13% Increased
348
DVF
Discovery Value Fund
Singapore
$441M +$17.4M 2 49.47% Increased
349
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$439M +$5.99M 6 12.44% Increased
350
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$437M +$2.9M 17 0.5% Increased