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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
Marshall Wace
Marshall Wace
United Kingdom
$599M +$62.7M 12 4.11% Increased
327
Artemis Investment Management
Artemis Investment Management
United Kingdom
$594M +$2.18M 7 7.51% Increased
328
Everett Harris & Co
Everett Harris & Co
California
$593M +$1.98M 7 13.41% Increased
329
Utah Retirement Systems
Utah Retirement Systems
Utah
$590M -$964K 17 10.38% Reduced
330
PCM
Primavera Capital Management
Cayman Islands
$587M -$93.8M 2 31.41% Reduced
331
Creative Planning
Creative Planning
Kansas
$586M +$7.19M 20 1.76% Increased
332
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$576M +$32.9M 12 22.04% Increased
333
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$575M +$20.5M 11 3.96% Increased
334
Carmignac Gestion
Carmignac Gestion
France
$571M +$16M 5 7.63% Increased
335
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$567M +$59.6M 15 3.65% Increased
336
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$561M -$30.2M 16 7.82% Reduced
337
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$556M +$45.8M 7 6.68% Increased
338
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$552M -$45.5M 14 7.21% Reduced
339
VanEck Associates
VanEck Associates
New York
$550M +$90.2M 9 2.13% Increased
340
TPSF
Texas Permanent School Fund
Texas
$545M -$28.5M 12 8.3% Reduced
341
ACM
Atlanta Capital Management
Georgia
$543M +$47.6M 2 2.25% Increased
342
CFM
Coronation Fund Managers
South Africa
$543M -$6.53M 7 18.35% Reduced
343
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$541M +$781M 27 3.41% Increased
344
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$538M -$6.22M 17 3.04% Reduced
345
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$535M +$6.42M 8 23.38% Increased
346
Barings
Barings
North Carolina
$535M -$19.1M 13 14.22% Reduced
347
SM
SG3 Management
Puerto Rico
$534M +$378M 5 33.26% Increased
348
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$532M +$15.5M 7 12.74% Increased
349
Amalgamated Bank
Amalgamated Bank
New York
$532M +$16.6M 17 9.8% Increased
350
H&H International Investment
H&H International Investment
California
$528M +$191M 2 26.88% Increased