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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
$544M +$1.77M 17 10.34% Increased
327
Artemis Investment Management
Artemis Investment Management
United Kingdom
$539M -$40.9M 8 7.35% Reduced
328
PineBridge Investments
PineBridge Investments
New York
$538M +$29.1M 12 8.72% Increased
329
Everett Harris & Co
Everett Harris & Co
California
$534M +$3.52M 7 13.19% Increased
330
Creative Planning
Creative Planning
Kansas
$532M +$1.39M 18 1.73% Increased
331
TPSF
Texas Permanent School Fund
Texas
$528M -$22.3M 12 8.36% Reduced
332
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$522M -$18.2M 11 8.18% Reduced
333
Banco Santander
Banco Santander
Spain
$520M +$16.1M 7 5.05% Increased
334
Nomura Holdings
Nomura Holdings
Japan
$519M -$18.1M 11 1.95% Reduced
335
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$514M -$270M 10 6.14% Reduced
336
Comgest Global Investors
Comgest Global Investors
France
$512M +$97.9M 6 10.42% Increased
337
Martingale Asset Management
Martingale Asset Management
Massachusetts
$507M -$10.4M 8 5.16% Reduced
338
GHCM
Glen Harbor Capital Management
California
$506M +$28.1M 14 10.52% Increased
339
Railway Pension Investments
Railway Pension Investments
United Kingdom
$500M +$17.9M 11 6.09% Increased
340
Carmignac Gestion
Carmignac Gestion
France
$500M -$96.1M 5 6.31% Reduced
341
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$495M +$2.54M 14 2.91% Increased
342
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$495M +$28.6M 13 3.39% Increased
343
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$494M +$8.5M 28 3.41% Increased
344
Pacer Advisors
Pacer Advisors
Pennsylvania
$490M +$43.6M 11 11.01% Increased
345
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$482M +$11.4M 14 20.12% Increased
346
MVIP
Mar Vista Investment Partners
California
$479M +$19.5M 5 12.09% Increased
347
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$475M +$4.52M 8 22.63% Increased
348
Amalgamated Bank
Amalgamated Bank
New York
$474M +$92.5M 17 9.96% Increased
349
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$469M -$17.5M 5 15.21% Reduced
350
SGAM
Smith Group Asset Management
Texas
$469M -$12.5M 7 16.48% Reduced