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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
526
Driehaus Capital Management
Driehaus Capital Management
Illinois
$174M -$19.1M 6 6.39% Reduced
527
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$174M +$39.7M 3 16.78% Increased
528
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$173M -$14.1M 10 8.35% Reduced
529
Scotia Capital
Scotia Capital
Ontario, Canada
$172M +$7.95M 8 2.9% Increased
530
EC
Eminence Capital
New York
$170M +$169M 1 2.89% New
531
JC
Joho Capital
New York
$170M -$13.6M 1 34.9% Reduced
532
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$169M -$3.04M 7 5.68% Reduced
533
TP
Thunderbird Partners
United Kingdom
$169M -$49M 2 19.81% Reduced
534
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168M +$51.8M 17 2.75% Increased
535
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$168M +$7.53M 8 4.68% Increased
536
Winton Group
Winton Group
United Kingdom
$168M -$23M 9 4.92% Reduced
537
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$167M +$6.46M 14 1.34% Increased
538
Capital International
Capital International
California
$166M -$21.6M 6 11.03% Reduced
539
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$165M +$3.78M 13 2.53% Increased
540
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$165M +$18.8M 4 1.97% Increased
541
OAM
Origin Asset Management
United Kingdom
$165M -$7.07M 4 10.15% Reduced
542
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$165M -$55.8M 3 4.19% Reduced
543
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$165M +$1.12M 7 6.17% Increased
544
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$165M +$101M 9 12.04% Increased
545
Brandes Investment Partners
Brandes Investment Partners
California
$164M -$64.5M 3 2.59% Reduced
546
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$163M +$7.92M 19 3.69% Increased
547
TCM
Tetrem Capital Management
Manitoba, Canada
$163M -$16.6M 2 7.12% Reduced
548
Zacks Investment Management
Zacks Investment Management
Illinois
$163M -$488K 7 4.04% Reduced
549
TIAA FSB
TIAA FSB
Florida
$162M +$161M 9 1.1% New
550
RWC Asset Management
RWC Asset Management
United Kingdom
$162M -$7.13M 5 9.33% Reduced