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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
$856M -$17.1M 12 12.02% Reduced
352
Yousif Capital Management
Yousif Capital Management
Michigan
$854M -$8.77M 19 9.28% Reduced
353
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$836M +$543M 6 9.67% Increased
354
Daiwa Securities Group
Daiwa Securities Group
Japan
$835M +$30.9M 18 5.23% Increased
355
Pzena Investment Management
Pzena Investment Management
New York
$833M -$89.9M 3 3.15% Reduced
356
Brighton Jones LLC
Brighton Jones LLC
Washington
$832M -$859K 15 38.73% Reduced
357
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$830M -$8.43M 18 8.51% Reduced
358
MAMU
Marathon Asset Management (UK)
United Kingdom
$827M -$64.7M 5 11.21% Reduced
359
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$826M +$86.8M 11 19.29% Increased
360
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$825M -$1.17M 3 61.6% Reduced
361
Lazard Frères Gestion
Lazard Frères Gestion
France
$819M -$42.1M 5 24.67% Reduced
362
Personal Capital Advisors
Personal Capital Advisors
California
$815M +$33.6M 12 3.81% Increased
363
MSL
Mackay Shields LLC
New York
$814M -$31.8M 10 7.15% Reduced
364
MP
MFN Partners
Massachusetts
$809M +$581M 3 28.03% Increased
365
Evercore Wealth Management
Evercore Wealth Management
New York
$807M +$1.45M 8 14.27% Increased
366
Clal Insurance
Clal Insurance
Israel
$801M -$141M 5 8.45% Reduced
367
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$796M +$42.9M 15 7.86% Increased
368
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$790M +$203M 9 5.8% Increased
369
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$785M +$1.16M 8 10.26% Increased
370
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$785M -$16.5M 11 9.31% Reduced
371
Mutual of America Capital Management
Mutual of America Capital Management
New York
$782M +$5.94M 15 8.33% Increased
372
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$769M +$18.2M 10 7.36% Increased
373
Cardano Risk Management
Cardano Risk Management
Netherlands
$757M +$200M 4 68.79% Increased
374
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$752M +$607M 3 2.8% Increased
375
Capital International Inc
Capital International Inc
California
$751M -$147M 7 8.42% Reduced