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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
Markel Group
Markel Group
Virginia
$129M +$19.7M 5 3.11% Increased
552
Argent Capital Management
Argent Capital Management
Missouri
$129M -$411K 4 5.23% Reduced
553
PineBridge Investments
PineBridge Investments
New York
$128M +$18.6M 13 3.82% Increased
554
Levin Capital Strategies
Levin Capital Strategies
New York
$128M -$2.78M 8 2.2% Reduced
555
SIM
Sentry Investment Management
Wisconsin
$128M +$1.07M 10 5.36% Increased
556
TIAA CREF Trust
TIAA CREF Trust
Missouri
$127M -$539K 7 1% Reduced
557
Castleark Management
Castleark Management
Illinois
$126M -$18.5M 6 4.03% Reduced
558
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$126M +$643K 7 3.04% Increased
559
Andra AP-fonden
Andra AP-fonden
Sweden
$125M -$18.9M 11 3.42% Reduced
560
Capital International Sarl
Capital International Sarl
California
$125M -$2.85M 7 11.47% Reduced
561
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$125M +$2.31M 8 3.84% Increased
562
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$124M -$21.8M 1 10% Reduced
563
Saturna Capital
Saturna Capital
Washington
$124M -$6.33M 6 4.34% Reduced
564
Quadrature Capital
Quadrature Capital
United Kingdom
$123M +$122M 6 3.91% Increased
565
Cambiar Investors
Cambiar Investors
Colorado
$123M -$28.9M 2 2.11% Reduced
566
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$123M +$5.17M 11 17.07% Increased
567
Liberty Mutual Group Asset Management
Liberty Mutual Group Asset Management
Massachusetts
$122M +$1.06M 12 4.37% Increased
568
Cadian Capital Management
Cadian Capital Management
New York
$122M +$5.47M 4 6.49% Increased
569
Harvest Fund Management
Harvest Fund Management
China
$122M +$133M 4 26.79% New
570
PFC
Poplar Forest Capital
California
$121M -$21.5M 4 10.16% Reduced
571
GVI
Green Valley Investors
Delaware
$121M -$3.09M 1 6.34% Reduced
572
WestEnd Advisors
WestEnd Advisors
North Carolina
$121M +$50.9M 2 9.63% Increased
573
ANI
American National Insurance
Texas
$121M -$2.78M 8 7.01% Reduced
574
TCTC Holdings
TCTC Holdings
Texas
$119M -$1.25M 6 7.26% Reduced
575
Select Equity Group
Select Equity Group
New York
$118M +$21.1M 2 0.97% Increased