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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
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$664M +$8.98M 15 11.68% Increased
327
LCP
LGT Capital Partners
Switzerland
$663M +$2.4M 3 19.39% Increased
328
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$657M -$7.03M 6 9.93% Reduced
329
Squarepoint
Squarepoint
New York
$653M +$372M 23 2.58% Increased
330
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$645M +$589K 16 17.28% Increased
331
Pzena Investment Management
Pzena Investment Management
New York
$640M -$14.9M 3 2.83% Reduced
332
New York Life Investment Management
New York Life Investment Management
New York
$639M +$1.75M 16 7.3% Increased
333
GGHC
Gilder Gagnon Howe & Co
New York
$623M -$16.1M 10 11.61% Reduced
334
MG
Meritage Group
California
$619M +$16.1M 4 21.35% Increased
335
Nomura Holdings
Nomura Holdings
Japan
$616M +$22.7M 19 2.52% Increased
336
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$613M +$150M 3 14.24% Increased
337
Davenport & Co
Davenport & Co
Virginia
$612M -$21M 10 5% Reduced
338
WBC
Westpac Banking Corp
Australia
$609M -$52.2M 16 9.01% Reduced
339
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$609M -$43M 10 3.41% Reduced
340
Daiwa Securities Group
Daiwa Securities Group
Japan
$605M +$37.6M 18 4.62% Increased
341
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$604M +$39.3K 3 2.27% Increased
342
Huntington National Bank
Huntington National Bank
Ohio
$603M -$31.7M 26 6.28% Reduced
343
Axiom Investors
Axiom Investors
Connecticut
$602M -$31.3M 4 11.85% Reduced
344
USS Investment Management
USS Investment Management
United Kingdom
$601M -$2.12M 15 8.41% Reduced
345
BCP
BSN Capital Partners
United Kingdom
$594M +$578M 5 41.98% New
346
Capital Group Private Client Services
Capital Group Private Client Services
California
$590M -$52.8M 6 7.45% Reduced
347
Yousif Capital Management
Yousif Capital Management
Michigan
$582M +$19M 16 7.63% Increased
348
MC
Metropolis Capital
United Kingdom
$575M +$100M 3 28.13% Increased
349
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$570M -$28.1M 5 8.29% Reduced
350
Mutual of America Capital Management
Mutual of America Capital Management
New York
$565M +$16.3M 14 7.04% Increased