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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
Guggenheim Capital
Guggenheim Capital
Illinois
$700M -$29.9M 19 6.41% Reduced
327
Westpac Banking Corp
Westpac Banking Corp
Australia
$698M +$13.2M 16 10.63% Increased
328
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$696M +$5.37M 15 13.11% Increased
329
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$694M -$39.3M 16 20% Reduced
330
CIP
Champlain Investment Partners
Vermont
$692M +$11.9M 3 4.73% Increased
331
BAMCO Inc
BAMCO Inc
New York
$691M -$115M 10 2.23% Reduced
332
Davenport & Co
Davenport & Co
Virginia
$684M -$3.15M 11 5.95% Reduced
333
Capital Group Private Client Services
Capital Group Private Client Services
California
$684M -$1.27M 6 9.59% Reduced
334
New York Life Investment Management
New York Life Investment Management
New York
$671M -$1.92M 16 8.12% Reduced
335
Huntington National Bank
Huntington National Bank
Ohio
$670M -$8.93M 27 7.63% Reduced
336
LGT Capital Partners
LGT Capital Partners
Switzerland
$665M +$48.7M 3 20.33% Increased
337
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$665M -$26.6M 13 3.93% Reduced
338
Axiom Investors
Axiom Investors
Connecticut
$652M +$263M 4 13.67% Increased
339
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$648M +$250M 6 11.04% Increased
340
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$637M +$4.76M 6 9.7% Increased
341
Markel Group
Markel Group
Virginia
$634M +$2.86M 4 9.36% Increased
342
Tredje AP-fonden
Tredje AP-fonden
Sweden
$630M +$148M 11 13.05% Increased
343
Clal Insurance
Clal Insurance
Israel
$625M +$56M 5 8.57% Increased
344
Voyager Global Management
Voyager Global Management
New York
$624M +$80.2M 3 36.14% Increased
345
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$617M -$3.34M 14 6.21% Reduced
346
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$616M +$379M 8 17.42% Increased
347
Swiss Life Asset Management
Swiss Life Asset Management
$615M -$5.6M 14 10.63% Reduced
348
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$615M -$42.6M 11 6.47% Reduced
349
USS Investment Management
USS Investment Management
United Kingdom
$614M -$502M 15 8.97% Reduced
350
Nomura Holdings
Nomura Holdings
Japan
$613M -$99.3M 19 2.51% Reduced