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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
Xponance
Xponance
Pennsylvania
$690M +$622M 19 17.81% Increased
327
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$690M +$21.7K 10 4.87% Increased
328
ACM
Atlanta Capital Management
Georgia
$682M +$41M 2 2.89% Increased
329
Nissay Asset Management
Nissay Asset Management
Japan
$676M +$18.7M 14 13.11% Increased
330
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$674M +$56.2M 19 5.07% Increased
331
TPSF
Texas Permanent School Fund
Texas
$669M -$13.3M 12 10.64% Reduced
332
CAM
ClariVest Asset Management
California
$668M -$119M 7 18.22% Reduced
333
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$664M +$37.8M 10 10.08% Increased
334
Two Sigma Investments
Two Sigma Investments
New York
$656M +$261M 14 3.25% Increased
335
Boston Trust Walden
Boston Trust Walden
Massachusetts
$648M -$13.3M 9 8.76% Reduced
336
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$642M +$190M 12 7.66% Increased
337
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$640M -$270M 3 3.77% Reduced
338
Swiss Life Asset Management
Swiss Life Asset Management
$637M +$9.63M 9 10.27% Increased
339
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$636M +$50.7M 20 1.96% Increased
340
Advisors Asset Management
Advisors Asset Management
Colorado
$634M +$32.2M 15 12.35% Increased
341
Causeway Capital Management
Causeway Capital Management
California
$629M -$208M 3 11.33% Reduced
342
Marsico Capital Management
Marsico Capital Management
Colorado
$626M -$44.1M 5 19.69% Reduced
343
SAM
Shell Asset Management
Netherlands
$624M +$5.31M 18 15.57% Increased
344
Brighton Jones LLC
Brighton Jones LLC
Washington
$622M -$26.9M 8 50.46% Reduced
345
Voloridge Investment Management
Voloridge Investment Management
Florida
$619M +$405M 18 7.08% Increased
346
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$615M +$86.2M 2 4.63% Increased
347
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$611M +$11.7M 15 4.45% Increased
348
PointState Capital
PointState Capital
New York
$611M -$13.2M 4 18.4% Reduced
349
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$607M -$799M 20 0.71% Reduced
350
SG Americas Securities
SG Americas Securities
New York
$607M +$206M 20 5.05% Increased