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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
Swiss Life Asset Management
Swiss Life Asset Management
$393M +$24.8M 9 8.76% Increased
352
Utah Retirement Systems
Utah Retirement Systems
Utah
$390M +$4.84M 12 8.19% Increased
353
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$387M +$14.8M 9 2.26% Increased
354
IVA
International Value Advisers
$384M -$53.6M 4 11.05% Reduced
355
MC
Montag & Caldwell
Georgia
$384M -$51.2M 5 12.07% Reduced
356
Everett Harris & Co
Everett Harris & Co
California
$384M +$137K 6 10.7% Increased
357
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$383M +$9.95M 15 3.97% Increased
358
Sterling Capital Management
Sterling Capital Management
North Carolina
$380M -$7.37M 11 3.44% Reduced
359
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$376M -$16.6M 5 9.51% Reduced
360
Norinchukin Bank
Norinchukin Bank
Japan
$371M +$22M 11 6.5% Increased
361
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$371M +$193M 4 19.38% Increased
362
SGAM
Smith Group Asset Management
Texas
$371M +$47.8M 6 11.65% Increased
363
SAM
Shell Asset Management
Netherlands
$367M +$31.9M 13 7.28% Increased
364
Martingale Asset Management
Martingale Asset Management
Massachusetts
$366M -$29.7M 8 4.85% Reduced
365
GCCM
Green Court Capital Management
Hong Kong
$364M +$26.3M 1 49.54% Increased
366
Sachem Head Capital Management
Sachem Head Capital Management
New York
$364M -$219M 2 16.85% Reduced
367
Waverton Investment Management
Waverton Investment Management
United Kingdom
$359M -$7.15M 5 21% Reduced
368
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$358M +$47.8M 11 8.37% Increased
369
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$354M -$59M 6 7.83% Reduced
370
GHCM
Glen Harbor Capital Management
California
$353M -$33M 10 8.01% Reduced
371
GC
GMT Capital
Georgia
$352M -$17.8M 4 7.17% Reduced
372
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$351M +$65.9M 5 3.41% Increased
373
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$351M -$22.3M 4 12.11% Reduced
374
TI
TRG Investments
Virginia
$351M +$364M 1 42.66% New
375
TCM
Tybourne Capital Management
Hong Kong
$350M +$24.1M 1 22.45% Increased