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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
376
Eagle Asset Management
Eagle Asset Management
Florida
$194M -$7.43M 3 1.33% Reduced
377
Natixis
Natixis
France
$194M -$552M 3 4.06% Reduced
378
Nicholas Company
Nicholas Company
Wisconsin
$194M +$1.62M 3 3.68% Increased
379
FQ
First Quadrant
California
$193M +$13.6M 8 4.31% Increased
380
Davenport & Co
Davenport & Co
Virginia
$192M +$5.19M 7 3.22% Increased
381
CI Global Investments
CI Global Investments
California
$191M -$20M 3 4.46% Reduced
382
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$190M +$154M 1 8.13% Increased
383
Asset Management One
Asset Management One
Japan
$190M +$9.39M 10 2.89% Increased
384
DL
Delta Lloyd
Netherlands
$189M -$2.77M 9 6.04% Reduced
385
River Road Asset Management
River Road Asset Management
Kentucky
$189M -$1.18M 2 2.92% Reduced
386
CCM
Criterion Capital Management
California
$188M +$35.2M 2 6.39% Increased
387
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$187M -$2.64M 9 7.6% Reduced
388
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$187M -$88.2M 3 2.56% Reduced
389
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$187M -$4.29M 9 1.49% Reduced
390
SCM
Steadfast Capital Management
New York
$185M +$86.4M 2 3.71% Increased
391
RCM
Riverhead Capital Management
Delaware
$185M +$2.15M 9 2.92% Increased
392
BB&T Securities
BB&T Securities
Virginia
$185M -$2.9M 7 4.06% Reduced
393
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$184M -$1.71M 4 3.6% Reduced
394
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$184M +$10.8M 10 5.81% Increased
395
VCM
Valiant Capital Management
California
$184M +$81.4M 2 12.61% Increased
396
Norinchukin Bank
Norinchukin Bank
Japan
$183M +$5.34M 8 4.78% Increased
397
Regions Financial Corp
Regions Financial Corp
Alabama
$182M +$9.01M 8 2.59% Increased
398
PIM
Platinum Investment Management
Australia
$181M -$352M 2 4.9% Reduced
399
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$181M +$633K 3 2.57% Increased
400
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$181M +$15.2M 11 1.9% Increased