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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
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$219M -$14.7M 11 9.93% Reduced
527
TCA
Taconic Capital Advisors
New York
$219M -$59.1M 3 13.71% Reduced
528
Great Lakes Advisors
Great Lakes Advisors
Illinois
$219M +$3.55M 7 4.81% Increased
529
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$219M +$73.4K 7 6.15% Increased
530
ANI
American National Insurance
Texas
$219M $0 7 11.62% Maintained
531
BG
Bollard Group
Massachusetts
$218M +$309K 11 7.64% Increased
532
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$216M +$42.2M 4 3.88% Increased
533
Weitz Investment Management
Weitz Investment Management
Nebraska
$216M -$7.33M 5 8.77% Reduced
534
Nine Masts Capital
Nine Masts Capital
Hong Kong
$215M -$80.2M 2 40.95% Reduced
535
Rheos Capital Works
Rheos Capital Works
Japan
$214M +$64.3M 3 24.36% Increased
536
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$214M +$4.78M 11 3.84% Increased
537
Formuepleje A/S
Formuepleje A/S
Denmark
$214M +$475K 4 15.75% Increased
538
Inverness Counsel
Inverness Counsel
New York
$214M -$1.07M 5 11.06% Reduced
539
Riverbridge Partners
Riverbridge Partners
Minnesota
$213M +$2.78M 5 4.04% Increased
540
Ninety One North America
Ninety One North America
New York
$213M +$25.6M 6 19.25% Increased
541
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$213M -$11.2M 14 3.78% Reduced
542
La Financiere de L'Echiquier
La Financiere de L'Echiquier
France
$212M +$44.2M 5 25.4% Increased
543
HAM
Honeycomb Asset Management
New York
$212M +$108M 4 27.18% Increased
544
Cannell & Co
Cannell & Co
New York
$208M -$12.4M 7 7.89% Reduced
545
World Asset Management
World Asset Management
Michigan
$208M +$318K 14 10.04% Increased
546
GVI
Green Valley Investors
Delaware
$207M $0 1 11.76% Maintained
547
British Airways Pensions Investment Management
British Airways Pensions Investment Management
United Kingdom
$206M -$35.7M 6 8.65% Reduced
548
Daiwa Securities Group
Daiwa Securities Group
Japan
$206M +$33.2M 14 1.74% Increased
549
Castleark Management
Castleark Management
Illinois
$205M +$2.36M 7 8.38% Increased
550
United Services Automobile Association
United Services Automobile Association
Texas
$205M -$3.11B 10 2.58% Reduced