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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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$305M +$12.2M 5 1.94% Increased
352
Boston Trust Walden
Boston Trust Walden
Massachusetts
$305M +$3.87M 8 4.8% Increased
353
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$304M -$75.5M 11 5.88% Reduced
354
John W. Bristol & Co
John W. Bristol & Co
New York
$304M -$12.1M 4 8.56% Reduced
355
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$303M -$76.8M 7 8.56% Reduced
356
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$298M -$10.1M 7 3.43% Reduced
357
Envestnet Asset Management
Envestnet Asset Management
Illinois
$293M -$1.5M 15 1.06% Reduced
358
Commerce Bank
Commerce Bank
Missouri
$292M +$2.02M 9 4.36% Increased
359
GHCM
Glen Harbor Capital Management
California
$288M +$287M 9 7.81% New
360
HMP
HS Management Partners
New York
$288M +$58M 2 10.7% Increased
361
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$287M -$11.2M 1 11.33% Reduced
362
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$286M -$6.3M 12 2.6% Reduced
363
Utah Retirement Systems
Utah Retirement Systems
Utah
$285M +$153K 11 7.17% Increased
364
BA
Boston Advisors
Massachusetts
$283M +$25.8M 7 6.77% Increased
365
Edge Asset Management
Edge Asset Management
Washington
$282M -$17.2M 6 2.18% Reduced
366
FQ
First Quadrant
California
$281M -$33.4M 11 5.79% Reduced
367
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$280M -$402M 8 1.47% Reduced
368
SCM
Steadfast Capital Management
New York
$278M +$174M 4 5.71% Increased
369
FI
Focused Investors
California
$273M -$5.16M 2 10.35% Reduced
370
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$271M -$12.3M 8 2.34% Reduced
371
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$271M +$11.3M 11 9.52% Increased
372
Everett Harris & Co
Everett Harris & Co
California
$269M -$965K 6 9.45% Reduced
373
CI Global Investments
CI Global Investments
California
$265M +$46.6M 4 6.35% Increased
374
NIMC
NWQ Investment Management Company
California
$264M +$2.39M 4 3.58% Increased
375
EPCM
Eton Park Capital Management
New York
$263M -$378M 2 5.22% Reduced