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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
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$534M +$119K 12 8.12% Increased
327
Utah Retirement Systems
Utah Retirement Systems
Utah
$533M +$852K 16 10.21% Increased
328
Marsico Capital Management
Marsico Capital Management
Colorado
$528M -$121M 4 18.86% Reduced
329
Creative Planning
Creative Planning
Kansas
$528M +$25M 16 1.78% Increased
330
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$524M +$15.1M 9 10.38% Increased
331
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$517M +$29.9M 12 4.69% Increased
332
Banco Santander
Banco Santander
Spain
$512M +$248M 9 5.2% Increased
333
PineBridge Investments
PineBridge Investments
New York
$506M +$131M 13 8.23% Increased
334
BAMCO Inc
BAMCO Inc
New York
$504M +$48.5M 7 2.02% Increased
335
Everett Harris & Co
Everett Harris & Co
California
$504M -$1.21M 7 12.61% Reduced
336
Martingale Asset Management
Martingale Asset Management
Massachusetts
$498M +$28.5M 7 5.21% Increased
337
Railway Pension Investments
Railway Pension Investments
United Kingdom
$488M +$87.6M 11 6.33% Increased
338
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$488M -$7.89M 27 3.52% Reduced
339
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$484M -$6.39M 15 2.9% Reduced
340
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$482M +$26.5M 16 3.15% Increased
341
Troy Asset Management
Troy Asset Management
United Kingdom
$481M +$86.2M 2 20.14% Increased
342
Sarasin & Partners
Sarasin & Partners
United Kingdom
$481M +$89.5M 5 8.4% Increased
343
Hosking Partners
Hosking Partners
United Kingdom
$480M -$10.3M 8 11.71% Reduced
344
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$478M -$64M 5 15.05% Reduced
345
Barings
Barings
North Carolina
$475M -$15.1M 13 10.27% Reduced
346
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$475M -$36.9M 7 5.76% Reduced
347
SGAM
Smith Group Asset Management
Texas
$470M -$18M 6 15.76% Reduced
348
GHCM
Glen Harbor Capital Management
California
$466M +$26.3M 15 9.73% Increased
349
BB&T Securities
BB&T Securities
Virginia
$462M +$15.2M 14 4.21% Increased
350
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$461M -$18.5M 8 22.59% Reduced