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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
WP
Wedgewood Partners
Missouri
$271M +$17.9M 2 5.69% Increased
377
CCM
Criterion Capital Management
California
$271M +$23.4M 4 10.82% Increased
378
QS Investors
QS Investors
New York
$268M +$6.15M 11 2.09% Increased
379
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$268M -$42.4M 9 2.62% Reduced
380
Everett Harris & Co
Everett Harris & Co
California
$268M +$3.57M 6 9.47% Increased
381
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$267M +$105M 9 1.51% Increased
382
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$264M +$253M 11 9.35% New
383
TBC
Tweedy, Browne Co
Connecticut
$264M -$20.9M 3 7.94% Reduced
384
BAPIM
British Airways Pensions Investment Management
United Kingdom
$263M +$8.31M 6 7.76% Increased
385
SAM
Sawgrass Asset Management
Florida
$262M +$49.2M 5 12.19% Increased
386
NIMC
NWQ Investment Management Company
California
$262M +$38.4M 4 3.8% Increased
387
FI
Focused Investors
California
$262M -$54.2M 2 10.38% Reduced
388
Numeric Investors
Numeric Investors
Massachusetts
$261M +$146M 12 2.46% Increased
389
BA
Boston Advisors
Massachusetts
$258M +$26.7M 7 6.38% Increased
390
MVIP
Mar Vista Investment Partners
California
$257M +$85M 4 10.5% Increased
391
Gotham Asset Management
Gotham Asset Management
New York
$256M -$5.1M 8 3.33% Reduced
392
B
BP
United Kingdom
$254M +$8.12M 10 9.79% Increased
393
MC
Montag & Caldwell
Georgia
$253M -$10.8M 3 5.32% Reduced
394
Regions Financial Corp
Regions Financial Corp
Alabama
$253M +$10.8M 10 3.26% Increased
395
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$251M +$7.59M 7 8.43% Increased
396
BAMCO Inc
BAMCO Inc
New York
$249M +$33.5M 5 1.32% Increased
397
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$247M -$27.6M 12 1.72% Reduced
398
BB&T Securities
BB&T Securities
Virginia
$247M -$2.64M 9 3.67% Reduced
399
TP
Thunderbird Partners
United Kingdom
$245M -$14.3M 2 27.9% Reduced
400
Första AP-fonden
Första AP-fonden
Sweden
$243M +$80.6M 5 6.76% Increased