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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
351
Utah Retirement Systems
Utah Retirement Systems
Utah
$197M -$9.73M 9 5.65% Reduced
352
Silvercrest Asset Management
Silvercrest Asset Management
New York
$197M -$3.38M 5 2.95% Reduced
353
PIA
Piedmont Investment Advisors
North Carolina
$196M +$5.21M 6 10.24% Increased
354
Capital International Inc
Capital International Inc
California
$195M -$52.8M 4 10.31% Reduced
355
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$195M +$6.34M 1 1.55% Increased
356
OI
Oakbrook Investments
Illinois
$195M -$33.3M 7 5.89% Reduced
357
Asset Management One
Asset Management One
Japan
$194M -$11.1M 10 2.9% Reduced
358
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$194M -$27.2M 5 2.11% Reduced
359
Cambiar Investors
Cambiar Investors
Colorado
$193M +$55.3M 2 2.7% Increased
360
Everett Harris & Co
Everett Harris & Co
California
$193M -$12.4M 6 7.12% Reduced
361
Eagle Asset Management
Eagle Asset Management
Florida
$193M +$15.8M 4 1.04% Increased
362
TCM
Tybourne Capital Management
Hong Kong
$189M -$15.7M 1 17.51% Reduced
363
Bahl & Gaynor
Bahl & Gaynor
Ohio
$189M -$194K 4 2.88% Reduced
364
Sterling Capital Management
Sterling Capital Management
North Carolina
$189M +$2.09M 8 1.63% Increased
365
PTC
Provident Trust Company
Wisconsin
$189M +$933K 2 10.73% Increased
366
VM
Valinor Management
New York
$187M +$62.6M 2 5.1% Increased
367
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$187M -$53M 7 3.09% Reduced
368
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$185M +$3.81M 4 3.42% Increased
369
ARC
Absolute Return Capital
Massachusetts
$179M -$6.42M 7 2.1% Reduced
370
GA
Geneva Advisors
Illinois
$179M -$9.75M 5 3.26% Reduced
371
Huntington National Bank
Huntington National Bank
Ohio
$179M -$9.53M 7 3.53% Reduced
372
WCM Investment Management
WCM Investment Management
California
$178M +$120M 3 4.44% Increased
373
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$177M +$367K 9 6.36% Increased
374
GC
GMT Capital
Georgia
$176M -$18.8M 1 3.65% Reduced
375
HighTower Advisors
HighTower Advisors
Illinois
$172M +$7.68M 8 2.98% Increased