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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
126
Macquarie Group
Macquarie Group
Australia
$1.07B -$1.74B 11 2.39% Reduced
127
Canada Life
Canada Life
Manitoba, Canada
$1.06B +$2.03M 10 3.48% Increased
128
Edgewood Management
Edgewood Management
Connecticut
$1.05B +$54.8M 3 10.63% Increased
129
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.03B +$40.1M 9 5.81% Increased
130
SG Americas Securities
SG Americas Securities
New York
$1.03B -$437M 9 5.96% Reduced
131
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.02B +$23.8M 10 5.19% Increased
132
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.01B -$316M 9 3.87% Reduced
133
STRS Ohio
STRS Ohio
Ohio
$994M -$190M 10 4.43% Reduced
134
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$991M +$10.2M 8 5.52% Increased
135
AQR Capital Management
AQR Capital Management
Connecticut
$983M -$127M 10 2.65% Reduced
136
Credit Agricole
Credit Agricole
France
$941M -$288M 10 3.98% Reduced
137
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$935M -$7.97M 8 7.3% Reduced
138
Pzena Investment Management
Pzena Investment Management
New York
$925M -$122M 2 5.13% Reduced
139
LSV Asset Management
LSV Asset Management
Illinois
$919M +$16M 7 2.04% Increased
140
William Blair & Company
William Blair & Company
Illinois
$915M -$66.5M 10 1.49% Reduced
141
ING Group
ING Group
Netherlands
$909M -$38.8M 8 4.6% Reduced
142
Institutional Capital
Institutional Capital
Illinois
$903M -$39M 2 4.28% Reduced
143
Chevy Chase Trust
Chevy Chase Trust
Maryland
$897M -$17.8M 8 6.24% Reduced
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$895M -$4.73M 10 5.04% Reduced
145
NFA
Nationwide Fund Advisors
Ohio
$884M +$51.9M 11 3.6% Increased
146
Manning & Napier Advisors
Manning & Napier Advisors
New York
$849M +$218M 5 3.28% Increased
147
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$843M +$17.5M 8 5.9% Increased
148
Citadel Advisors
Citadel Advisors
Florida
$843M +$139M 13 0.97% Increased
149
GE
General Electric
Ohio
$842M +$53M 6 3.83% Increased
150
D.E. Shaw & Co
D.E. Shaw & Co
New York
$834M -$544M 11 1.14% Reduced