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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
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$1.04B +$974M 5 23.03% New
352
Waverton Investment Management
Waverton Investment Management
United Kingdom
$1.03B +$66.5M 6 21.42% Increased
353
New York Life Investment Management
New York Life Investment Management
New York
$1.03B -$38M 13 10.26% Reduced
354
GGHC
Gilder Gagnon Howe & Co
New York
$1.03B -$46.7M 9 12.84% Reduced
355
Huntington National Bank
Huntington National Bank
Ohio
$1.03B +$468K 26 8.27% Increased
356
AGF Management
AGF Management
Ontario, Canada
$1.03B -$14.8M 11 5.69% Reduced
357
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$1.03B +$67.8M 6 26.69% Increased
358
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.03B -$567K 7 11.2% Reduced
359
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02B +$179M 29 7.39% Increased
360
Lazard Frères Gestion
Lazard Frères Gestion
France
$1.02B +$8.55M 5 25.17% Increased
361
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.02B -$22.5M 6 11.68% Reduced
362
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$993M +$78.7M 15 12.35% Increased
363
John W. Bristol & Co
John W. Bristol & Co
New York
$985M -$6.94M 5 16.78% Reduced
364
QRG Capital Management
QRG Capital Management
Illinois
$973M +$91.9M 15 12.35% Increased
365
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$970M -$11.4M 14 11.05% Reduced
366
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$969M +$36.1M 21 16.16% Increased
367
INTECH Investment Management
INTECH Investment Management
Florida
$964M -$77.8M 14 13.58% Reduced
368
Voloridge Investment Management
Voloridge Investment Management
Florida
$962M -$230M 14 3.51% Reduced
369
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$960M -$627K 3 65.04% Reduced
370
LSV Asset Management
LSV Asset Management
Illinois
$959M -$7.34M 6 1.98% Reduced
371
Zacks Investment Management
Zacks Investment Management
Illinois
$954M +$40M 10 10.18% Increased
372
Cetera Advisor Networks
Cetera Advisor Networks
California
$946M +$48.4M 24 4.68% Increased
373
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$946M +$633M 6 15.17% Increased
374
Yousif Capital Management
Yousif Capital Management
Michigan
$941M -$13.5M 17 10.43% Reduced
375
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$930M -$245M 4 3.1% Reduced