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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$955M -$143M 21 4.68% Reduced
327
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$955M +$2.11M 16 14.26% Increased
328
Bridgewater Associates
Bridgewater Associates
Connecticut
$954M +$497M 14 3.85% Increased
329
ACM
Atlanta Capital Management
Georgia
$952M -$36.2M 2 3.53% Reduced
330
Manning & Napier Group
Manning & Napier Group
New York
$951M -$184M 8 9.05% Reduced
331
JSP
Jackson Square Partners
California
$948M -$86.3M 5 9.41% Reduced
332
Huntington National Bank
Huntington National Bank
Ohio
$933M +$17.5M 26 8.64% Increased
333
IFM Investors
IFM Investors
Australia
$928M +$158M 14 14.39% Increased
334
ARK Investment Management
ARK Investment Management
Florida
$925M +$175M 9 3.86% Increased
335
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$911M -$10.3M 16 4.43% Reduced
336
MIS
Morningstar Investment Services
Illinois
$910M +$55.1M 6 10.12% Increased
337
Two Sigma Investments
Two Sigma Investments
New York
$899M -$844M 18 2.65% Reduced
338
Markel Group
Markel Group
Virginia
$898M +$7.81M 4 10.65% Increased
339
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$887M +$58M 5 15.23% Increased
340
John W. Bristol & Co
John W. Bristol & Co
New York
$882M -$18.7M 6 17.51% Reduced
341
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$881M +$21.2M 9 27.22% Increased
342
Davenport & Co
Davenport & Co
Virginia
$880M -$125M 13 6.02% Reduced
343
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$876M -$11.5M 10 10.47% Reduced
344
Close Asset Management
Close Asset Management
United Kingdom
$874M $0 7 31.16% Maintained
345
CIP
Champlain Investment Partners
Vermont
$873M -$34.3M 3 4.52% Reduced
346
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$867M -$148M 17 4.97% Reduced
347
Farallon Capital Management
Farallon Capital Management
California
$865M -$189M 2 4.18% Reduced
348
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$859M +$26.4M 5 20.1% Increased
349
VanEck Associates
VanEck Associates
New York
$857M +$98.6M 17 1.77% Increased
350
Comerica Bank
Comerica Bank
Texas
$857M -$192K 20 6.22% Reduced