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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
551
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$120M +$36.2M 10 0.24% Increased
552
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$119M -$10.1M 10 7.71% Reduced
553
Perkins Investment Management
Perkins Investment Management
Illinois
$119M -$6.54M 3 1.8% Reduced
554
Scotia Capital
Scotia Capital
Ontario, Canada
$119M +$57.5M 8 2.41% Increased
555
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$119M -$42.2M 5 2.44% Reduced
556
PFU
Parus Finance (UK)
United Kingdom
$118M -$21.1M 2 22.62% Reduced
557
Riverbridge Partners
Riverbridge Partners
Minnesota
$118M -$2.98M 5 2.44% Reduced
558
Capital International Sarl
Capital International Sarl
California
$116M -$10.3M 8 9.91% Reduced
559
SAM
Scopus Asset Management
New York
$116M +$17.7M 1 1.55% Increased
560
AAM
Ardevora Asset Management
United Kingdom
$116M -$1.86M 5 4.84% Reduced
561
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$116M +$13.9M 1 1.19% Increased
562
Andra AP-fonden
Andra AP-fonden
Sweden
$116M +$5.87M 11 2.96% Increased
563
Whittier Trust
Whittier Trust
California
$116M +$1.79M 12 5.1% Increased
564
CIM
Calvert Investment Management
Maryland
$115M -$23.1M 9 4.62% Reduced
565
ACM
Argent Capital Management
Missouri
$115M -$11.1M 4 5.15% Reduced
566
EC
EMS Capital
New York
$115M -$45.3M 3 11.96% Reduced
567
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$114M -$2.01M 2 6.44% Reduced
568
SCM
Steadfast Capital Management
New York
$114M -$317M 2 2.89% Reduced
569
Moore Capital Management
Moore Capital Management
New York
$114M -$113M 4 4.45% Reduced
570
ICP
Indus Capital Partners
New York
$114M +$14.5M 1 10.99% Increased
571
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$113M +$21.9M 7 3.73% Increased
572
Congress Asset Management
Congress Asset Management
Massachusetts
$113M -$60.5M 6 2.62% Reduced
573
AT
Alliance Trust
United Kingdom
$113M -$4.13M 2 5.22% Reduced
574
DC
Deere & Company
Illinois
$113M +$1.19M 9 6.1% Increased
575
PCM
Palestra Capital Management
New York
$113M +$53.6M 3 9.1% Increased