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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
MIS
Morningstar Investment Services
Illinois
$638M +$14.4M 6 8.33% Increased
377
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$638M +$13.6M 7 15.78% Increased
378
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$634M +$16.2M 13 7.79% Increased
379
Mariner
Mariner
Kansas
$633M +$36.6M 11 4.42% Increased
380
Close Asset Management
Close Asset Management
United Kingdom
$628M -$1.1M 9 33.39% Reduced
381
MAMU
Marathon Asset Management (UK)
United Kingdom
$627M -$38.6M 3 8.72% Reduced
382
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$624M +$118M 12 22.55% Increased
383
Quilter Plc
Quilter Plc
United Kingdom
$623M +$729K 12 19.69% Increased
384
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$622M -$93.5M 3 10.63% Reduced
385
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$621M +$348K 4 54.31% Increased
386
Mutual of America Capital Management
Mutual of America Capital Management
New York
$621M +$18.7M 14 6.5% Increased
387
Regions Financial Corp
Regions Financial Corp
Alabama
$619M -$1.5M 14 5.6% Reduced
388
Tredje AP-fonden
Tredje AP-fonden
Sweden
$617M -$25.3M 7 14.7% Reduced
389
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$612M +$116M 4 6.54% Increased
390
MUFG Americas
MUFG Americas
New York
$609M -$152M 10 10.82% Reduced
391
ESCM
Echo Street Capital Management
New York
$609M +$194M 8 5.44% Increased
392
Baupost Group
Baupost Group
Massachusetts
$602M +$419M 1 4.79% Increased
393
FAS
Formuepleje A/S
Denmark
$601M +$6.05M 6 22.9% Increased
394
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$593M -$44.3M 10 5.86% Reduced
395
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$592M +$65M 28 6.41% Increased
396
Clal Insurance
Clal Insurance
Israel
$592M -$15.8M 5 6.84% Reduced
397
Congress Asset Management
Congress Asset Management
Massachusetts
$590M +$10.9M 6 5.33% Increased
398
Wolverine Trading
Wolverine Trading
Illinois
$586M -$47.7M 29 0.88% Reduced
399
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$585M -$12.6M 13 12.82% Reduced
400
Personal Capital Advisors
Personal Capital Advisors
California
$584M -$5.93M 12 3.39% Reduced