← All themes

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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$461M +$65.2M 14 2.95% Increased
352
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$453M +$23.2M 14 18.37% Increased
353
CFM
Coronation Fund Managers
South Africa
$453M +$92.7M 7 16.55% Increased
354
MVIP
Mar Vista Investment Partners
California
$450M -$17.9M 5 11.99% Reduced
355
Select Equity Group
Select Equity Group
New York
$447M -$51.8M 2 3.04% Reduced
356
Pacer Advisors
Pacer Advisors
Pennsylvania
$439M +$51.6M 11 10.73% Increased
357
Sterling Capital Management
Sterling Capital Management
North Carolina
$438M -$8.47M 11 4.23% Reduced
358
Castle Hook Partners
Castle Hook Partners
New York
$437M -$106M 5 20.27% Reduced
359
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$436M -$8.48M 7 11.76% Reduced
360
Nissay Asset Management
Nissay Asset Management
Japan
$434M +$792K 14 10.97% Increased
361
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$432M -$10.6M 20 0.47% Reduced
362
SAM
Shell Asset Management
Netherlands
$429M -$6.5M 17 9.5% Reduced
363
PointState Capital
PointState Capital
New York
$426M -$161M 6 8.94% Reduced
364
KCM
Kensico Capital Management
Connecticut
$423M $0 1 7.68% Maintained
365
Scotia Capital
Scotia Capital
Ontario, Canada
$422M +$7.05M 12 5.14% Increased
366
Davenport & Co
Davenport & Co
Virginia
$421M -$45M 9 5.02% Reduced
367
Mutual of America Capital Management
Mutual of America Capital Management
New York
$414M +$2.47M 13 5.86% Increased
368
Comgest Global Investors
Comgest Global Investors
France
$413M +$44.9M 6 8.98% Increased
369
VanEck Associates
VanEck Associates
New York
$412M +$17.9M 7 1.98% Increased
370
DVF
Discovery Value Fund
Singapore
$410M -$18.6M 2 46.43% Reduced
371
Advisors Asset Management
Advisors Asset Management
Colorado
$409M +$2.27M 15 7.29% Increased
372
Farallon Capital Management
Farallon Capital Management
California
$407M -$206M 3 2.65% Reduced
373
Regions Financial Corp
Regions Financial Corp
Alabama
$407M -$5.79M 12 4.59% Reduced
374
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$401M +$12.2M 19 1.61% Increased
375
MSA
Mason Street Advisors
Wisconsin
$400M -$1.24M 12 8.36% Reduced