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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
BA
Boston Advisors
Massachusetts
$381M +$26.2M 10 8.62% Increased
352
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$379M -$860K 7 7.68% Reduced
353
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$376M +$5.74M 12 10.78% Increased
354
London Company of Virginia
London Company of Virginia
Virginia
$376M -$9.43M 4 2.7% Reduced
355
Commerce Bank
Commerce Bank
Missouri
$376M +$6.39M 12 5.11% Increased
356
HL Financial Services
HL Financial Services
Kentucky
$375M -$1.65M 9 7.24% Reduced
357
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$364M -$25.5M 12 5.88% Reduced
358
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$363M -$3.88M 12 8.54% Reduced
359
Discovery Capital Management
Discovery Capital Management
Connecticut
$363M -$34.8M 4 8.65% Reduced
360
Martingale Asset Management
Martingale Asset Management
Massachusetts
$363M -$15.9M 8 4.87% Reduced
361
Envestnet Asset Management
Envestnet Asset Management
Illinois
$361M -$14.6M 15 0.86% Reduced
362
VFA
Virtus Fund Advisers
Connecticut
$361M -$5.9M 7 3.68% Reduced
363
FAM
Foxhaven Asset Management
Virginia
$357M +$341K 3 25.94% Increased
364
PHS
PFM Health Sciences
California
$356M -$13.6M 5 7% Reduced
365
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$350M +$24.6M 5 9.6% Increased
366
ING Group
ING Group
Netherlands
$347M -$130M 9 6.68% Reduced
367
MICM
Matthews International Capital Management
California
$344M +$2.76M 1 14.24% Increased
368
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$343M -$17.5M 10 8.67% Reduced
369
Utah Retirement Systems
Utah Retirement Systems
Utah
$342M -$831K 12 7.7% Reduced
370
Everett Harris & Co
Everett Harris & Co
California
$341M +$3.45M 6 10.24% Increased
371
GHCM
Glen Harbor Capital Management
California
$340M -$15.8M 9 8.12% Reduced
372
GCCM
Green Court Capital Management
Hong Kong
$340M +$110M 1 49.29% Increased
373
Comgest Global Investors
Comgest Global Investors
France
$336M +$34.3M 5 7.8% Increased
374
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$335M +$29.5M 10 2.01% Increased
375
Sterling Capital Management
Sterling Capital Management
North Carolina
$334M +$7.17M 11 3.15% Increased