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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
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$304M -$17.8M 11 2.98% Reduced
352
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$302M +$29.1M 6 2.3% Increased
353
Dorsal Capital Management
Dorsal Capital Management
California
$300M +$20M 3 18.87% Increased
354
ING Group
ING Group
Netherlands
$299M +$17.2M 9 3.6% Increased
355
Boston Trust Walden
Boston Trust Walden
Massachusetts
$298M +$11.5M 8 4.92% Increased
356
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$296M -$16M 6 12.18% Reduced
357
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$294M +$9.62M 13 2.33% Increased
358
Edge Asset Management
Edge Asset Management
Washington
$293M -$506K 6 2.46% Reduced
359
Envestnet Asset Management
Envestnet Asset Management
Illinois
$293M -$56.2M 14 1.13% Reduced
360
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$291M -$3.43M 4 1.92% Reduced
361
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$291M +$34.4M 8 2.67% Increased
362
ACM
Atlanta Capital Management
Georgia
$290M -$28.3M 3 1.92% Reduced
363
HL Financial Services
HL Financial Services
Kentucky
$289M -$317K 8 6.74% Reduced
364
Discovery Capital Management
Discovery Capital Management
Connecticut
$289M -$332M 4 6.12% Reduced
365
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$288M +$35.9M 12 6.29% Increased
366
Commerce Bank
Commerce Bank
Missouri
$288M -$1.3M 10 4.48% Reduced
367
Comgest Global Investors
Comgest Global Investors
France
$287M -$94.3M 6 8.56% Reduced
368
Abrams Capital Management
Abrams Capital Management
Massachusetts
$287M $0 1 14.24% Maintained
369
Aristotle Capital Management
Aristotle Capital Management
California
$286M -$12.2M 1 2.97% Reduced
370
SAM
Shell Asset Management
Netherlands
$286M +$31.7M 11 5.94% Increased
371
Artemis Investment Management
Artemis Investment Management
United Kingdom
$285M +$144M 4 7.98% Increased
372
Utah Retirement Systems
Utah Retirement Systems
Utah
$285M -$139K 11 7.37% Reduced
373
Alyeska Investment Group
Alyeska Investment Group
Illinois
$282M -$16.3M 7 2.61% Reduced
374
HAM
HHR Asset Management
New Jersey
$278M -$24.6M 3 13.06% Reduced
375
PC
Paulson & Co
New York
$276M +$123M 2 2.99% Increased