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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
CA
Capitolis Advisors
New York
$806M +$779M 11 13.48% New
327
ACM
Atlanta Capital Management
Georgia
$803M -$6.21M 2 2.88% Reduced
328
Artemis Investment Management
Artemis Investment Management
United Kingdom
$803M +$60M 7 8.39% Increased
329
Manning & Napier Group
Manning & Napier Group
New York
$800M -$23.8M 8 7.44% Reduced
330
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$793M -$32.1M 22 11.87% Reduced
331
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$790M +$12M 11 12.52% Increased
332
Boston Trust Walden
Boston Trust Walden
Massachusetts
$787M +$13.8M 9 8.4% Increased
333
Pendal Group
Pendal Group
Australia
$780M -$22.4M 9 8.16% Reduced
334
TPSF
Texas Permanent School Fund
Texas
$777M -$51.4M 12 9.79% Reduced
335
Sarasin & Partners
Sarasin & Partners
United Kingdom
$774M +$17.5M 4 10.25% Increased
336
Xponance
Xponance
Pennsylvania
$771M +$4.81M 18 16.78% Increased
337
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$767M +$144M 12 6.74% Increased
338
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$767M -$21.8M 22 4.49% Reduced
339
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$763M -$405M 3 8.13% Reduced
340
GRQ
Gardner Russo & Quinn
Pennsylvania
$760M -$4.98M 4 6.9% Reduced
341
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$753M +$23.3M 26 1.74% Increased
342
PCM
Palestra Capital Management
New York
$746M -$110M 3 14.69% Reduced
343
Pzena Investment Management
Pzena Investment Management
New York
$743M +$32.9M 2 3.51% Increased
344
Nissay Asset Management
Nissay Asset Management
Japan
$741M +$15.6M 15 11.14% Increased
345
Advisors Asset Management
Advisors Asset Management
Colorado
$734M -$11.5M 18 11.46% Reduced
346
MUFG Americas
MUFG Americas
New York
$728M +$356M 11 12.65% Increased
347
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$724M -$34.9M 16 9.49% Reduced
348
FAM
Foxhaven Asset Management
Virginia
$718M -$134M 3 18.9% Reduced
349
Brighton Jones LLC
Brighton Jones LLC
Washington
$718M -$5.03M 13 44.34% Reduced
350
Bahl & Gaynor
Bahl & Gaynor
Ohio
$715M -$29.6M 9 4.55% Reduced