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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
Sterling Capital Management
Sterling Capital Management
North Carolina
$362M -$37M 11 3.41% Reduced
377
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$362M -$36.9M 6 11.17% Reduced
378
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$361M -$980K 6 8.24% Reduced
379
GHCM
Glen Harbor Capital Management
California
$359M -$16.9M 10 8.12% Reduced
380
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$357M +$4.19M 11 9.31% Increased
381
WBC
Westpac Banking Corp
Australia
$355M +$46.3M 12 7.1% Increased
382
GCCM
Green Court Capital Management
Hong Kong
$353M -$35.3M 1 47.06% Reduced
383
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$352M +$11M 12 2.69% Increased
384
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$351M -$12.9M 14 2.28% Reduced
385
Eagle Asset Management
Eagle Asset Management
Florida
$349M +$26.7M 9 1.9% Increased
386
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$347M +$349M 12 9.06% Increased
387
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$347M -$15.5M 5 14.76% Reduced
388
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$346M -$13.4M 10 9.99% Reduced
389
IVA
International Value Advisers
$345M -$31.7M 4 9.71% Reduced
390
VanEck Associates
VanEck Associates
New York
$340M -$11.1M 5 1.69% Reduced
391
Element Capital Management
Element Capital Management
New York
$339M +$309M 13 7.94% Increased
392
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$337M -$4.59M 11 6.96% Reduced
393
John W. Bristol & Co
John W. Bristol & Co
New York
$336M -$4.11M 4 9.55% Reduced
394
Mutual of America Capital Management
Mutual of America Capital Management
New York
$334M +$5.8M 12 5.16% Increased
395
Regions Financial Corp
Regions Financial Corp
Alabama
$332M -$6.74M 16 3.73% Reduced
396
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$330M +$20.5M 7 2.08% Increased
397
Homestead Advisers
Homestead Advisers
Virginia
$330M $0 2 4.95% Maintained
398
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$329M +$26.4M 11 5.98% Increased
399
Amalgamated Bank
Amalgamated Bank
New York
$327M +$30.6M 16 8.68% Increased
400
BB&T Securities
BB&T Securities
Virginia
$327M +$60.2M 13 3.7% Increased