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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
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$267M -$3.21M 6 4.94% Reduced
477
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$266M +$23.3M 6 7.21% Increased
478
Close Asset Management
Close Asset Management
United Kingdom
$266M +$111M 9 21.45% Increased
479
TIAA FSB
TIAA FSB
Florida
$266M +$15.7M 10 1.39% Increased
480
Voloridge Investment Management
Voloridge Investment Management
Florida
$264M +$13.3M 5 5.76% Increased
481
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$263M -$14.3M 14 7.47% Reduced
482
SAM
Sawgrass Asset Management
Florida
$262M -$58.1M 6 11.17% Reduced
483
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260M -$2.89M 19 3.79% Reduced
484
NIMI
Natixis Investment Managers International
France
$258M +$23.7M 11 12.06% Increased
485
Gofen & Glossberg
Gofen & Glossberg
Illinois
$255M -$1.9M 7 8.76% Reduced
486
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$255M -$3.47M 5 12.65% Reduced
487
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$255M -$53.9M 14 3.6% Reduced
488
People's United Financial
People's United Financial
Connecticut
$253M -$4.52M 17 7.82% Reduced
489
Corvex Management
Corvex Management
New York
$253M -$22.1M 3 11.59% Reduced
490
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$251M -$6.29M 11 9.55% Reduced
491
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$250M -$6.91M 14 5.55% Reduced
492
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$250M +$9.22M 3 7.3% Increased
493
GVI
Green Valley Investors
Delaware
$250M -$18.2M 1 11.16% Reduced
494
PHS
PFM Health Sciences
California
$249M +$7.9M 5 3.64% Increased
495
Samlyn Capital
Samlyn Capital
New York
$249M +$46.1M 4 5.63% Increased
496
WIM
Weitz Investment Management
Nebraska
$248M -$9.08M 6 10.08% Reduced
497
HM Payson & Co
HM Payson & Co
Maine
$247M +$74.1M 7 11.07% Increased
498
DF Dent & Co
DF Dent & Co
Maryland
$247M +$173K 6 5.14% Increased
499
Castle Hook Partners
Castle Hook Partners
New York
$245M +$15.8M 4 7.09% Increased
500
Country Trust Bank
Country Trust Bank
Illinois
$242M -$28M 12 11.2% Reduced