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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
476
Capital International
Capital International
California
$126M +$21.3M 6 7.46% Increased
477
Simplex Trading
Simplex Trading
Illinois
$126M +$70.5M 12 10.6% Increased
478
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$126M -$34.2M 1 2.54% Reduced
479
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$126M +$459K 5 3.39% Increased
480
TGCM
Tukman Grossman Capital Management
California
$125M -$1.51M 1 6.22% Reduced
481
FAM
Foxhaven Asset Management
Virginia
$124M +$31.4M 2 13.62% Increased
482
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$124M -$2.46M 1 1.05% Reduced
483
JHC
JFB Holdings Corp
Georgia
$124M +$2.06M 1 3.39% Increased
484
Cincinnati Insurance
Cincinnati Insurance
Ohio
$123M +$28.6M 2 4.52% Increased
485
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$123M +$61.9K 9 6.03% Increased
486
Williams Jones & Associates
Williams Jones & Associates
New York
$123M -$616K 7 4.72% Reduced
487
CC
Curian Capital
Colorado
$122M +$742K 8 2.05% Increased
488
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$121M +$129M 4 3.25% New
489
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$121M +$2.72M 5 3.31% Increased
490
Congress Asset Management
Congress Asset Management
Massachusetts
$120M +$56.3M 6 3.46% Increased
491
WAM
World Asset Management
Michigan
$120M -$15M 8 4.72% Reduced
492
CAM
Capstone Asset Management
Texas
$120M +$975K 10 3.46% Increased
493
Ariel Investments
Ariel Investments
Illinois
$120M +$16.7M 3 1.35% Increased
494
Gabelli Funds
Gabelli Funds
New York
$120M -$14.1M 6 0.63% Reduced
495
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$120M -$12.9M 8 5.81% Reduced
496
Miller Howard Investments
Miller Howard Investments
New York
$119M +$21.6M 3 1.61% Increased
497
CAM
Coronation Asset Management
South Africa
$119M +$9.8M 3 5.23% Increased
498
TU
TDAM USA
Ontario, Canada
$119M -$14.5M 5 5.39% Reduced
499
SAS
Sarbit Advisory Services
Manitoba, Canada
$118M $0 1 16.91% Maintained
500
MVIP
Mar Vista Investment Partners
California
$117M -$29.9M 2 6.44% Reduced