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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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$553M +$26.9M 14 8.74% Increased
327
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$552M +$32.9M 15 3.91% Increased
328
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$552M +$171M 4 15.05% Increased
329
Rathbones Group
Rathbones Group
United Kingdom
$551M +$68M 7 16.05% Increased
330
Pzena Investment Management
Pzena Investment Management
New York
$549M -$6.18M 2 4.15% Reduced
331
PineBridge Investments
PineBridge Investments
New York
$547M -$54.4M 11 12.83% Reduced
332
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$544M +$29.1M 14 9.37% Increased
333
Bahl & Gaynor
Bahl & Gaynor
Ohio
$543M -$121M 8 4.73% Reduced
334
Boston Trust Walden
Boston Trust Walden
Massachusetts
$538M -$50.5M 9 8.57% Reduced
335
PCM
Primavera Capital Management
Cayman Islands
$537M $0 2 32.81% Maintained
336
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$536M -$1.8M 12 4.8% Reduced
337
Regions Financial Corp
Regions Financial Corp
Alabama
$536M -$6.95M 11 7.13% Reduced
338
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$531M -$122M 4 14.44% Reduced
339
TPSF
Texas Permanent School Fund
Texas
$529M +$5.16M 12 9.69% Increased
340
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$528M +$29.4M 6 18.79% Increased
341
Nissay Asset Management
Nissay Asset Management
Japan
$519M +$41M 14 13.22% Increased
342
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$519M +$2.04M 8 25.8% Increased
343
Scotia Capital
Scotia Capital
Ontario, Canada
$515M +$28.1M 10 7.17% Increased
344
Railway Pension Investments
Railway Pension Investments
United Kingdom
$513M +$36.2M 11 7.12% Increased
345
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$512M -$2.33B 11 22.86% Reduced
346
ACM
Atlanta Capital Management
Georgia
$511M +$11.1M 2 2.67% Increased
347
PIM
Platinum Investment Management
Australia
$503M -$218M 6 12.71% Reduced
348
Marsico Capital Management
Marsico Capital Management
Colorado
$503M +$109M 5 21.59% Increased
349
Amalgamated Bank
Amalgamated Bank
New York
$498M -$14.8M 17 12.18% Reduced
350
Millennium Management
Millennium Management
New York
$496M -$1.36B 23 1.11% Reduced