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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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$334M +$11.6M 16 3.8% Increased
377
BAM
Baring Asset Management
United Kingdom
$333M -$40.7M 7 19.47% Reduced
378
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$333M -$21.6M 5 14.19% Reduced
379
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$331M -$5.88M 5 15.67% Reduced
380
GC
GMT Capital
Georgia
$328M -$20M 4 6.58% Reduced
381
FQ
First Quadrant
California
$324M -$16.6M 10 6.27% Reduced
382
Swiss Life Asset Management
Swiss Life Asset Management
$323M +$15.3M 9 8.64% Increased
383
Waverton Investment Management
Waverton Investment Management
United Kingdom
$322M +$4.14M 5 19.99% Increased
384
DCP
Darsana Capital Partners
New York
$321M +$309M 2 13.55% New
385
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$320M -$16.3M 6 3.52% Reduced
386
Simplex Trading
Simplex Trading
Illinois
$319M +$68.9M 17 13.03% Increased
387
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$318M +$993K 10 11.27% Increased
388
Wolverine Trading
Wolverine Trading
Illinois
$317M -$85.6M 15 1.21% Reduced
389
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$314M +$48.6M 7 15.34% Increased
390
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$312M -$4.27M 5 2.82% Reduced
391
Norinchukin Bank
Norinchukin Bank
Japan
$311M +$10.4M 11 6.02% Increased
392
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$311M +$1.38M 11 8.16% Increased
393
SAM
Shell Asset Management
Netherlands
$309M -$31.4M 12 6.86% Reduced
394
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$308M -$18.9M 5 1.95% Reduced
395
VanEck Associates
VanEck Associates
New York
$308M -$14.8M 5 1.57% Reduced
396
CCM
Criterion Capital Management
California
$307M +$15.6M 3 13.06% Increased
397
Creative Planning
Creative Planning
Kansas
$302M +$34.9M 13 1.4% Increased
398
AIA Group
AIA Group
Hong Kong
$302M +$20.3M 1 47.46% Increased
399
Ruffer LLP
Ruffer LLP
United Kingdom
$301M -$33.4M 4 12.95% Reduced
400
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$298M +$3.67M 12 1.87% Increased