← All themes

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
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.44B -$96.8M 12 13.21% Reduced
127
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.4B -$772M 18 9.24% Reduced
128
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.33B +$90.4M 5 9.38% Increased
129
Stifel Financial
Stifel Financial
Missouri
$2.32B +$101M 19 5.92% Increased
130
Macquarie Group
Macquarie Group
Australia
$2.3B -$89.9M 18 3.86% Reduced
131
STRS Ohio
STRS Ohio
Ohio
$2.23B -$34.7M 16 9.79% Reduced
132
Wellcome Trust
Wellcome Trust
United Kingdom
$2.17B +$67.5M 6 34.41% Increased
133
Aperio Group
Aperio Group
California
$2.17B +$67.2M 17 8.56% Increased
134
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.16B -$150M 22 3.84% Reduced
135
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.14B -$81.5M 17 9.85% Reduced
136
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.12B +$25.6M 18 12.9% Increased
137
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.11B +$502M 12 6.27% Increased
138
Axa
Axa
France
$2.04B -$50M 18 8.14% Reduced
139
Two Sigma Advisers
Two Sigma Advisers
New York
$2.01B +$759M 21 4.93% Increased
140
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.01B -$267M 3 19.57% Reduced
141
US Bancorp
US Bancorp
Minnesota
$2B -$18.2M 22 5.45% Reduced
142
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$2B +$100M 13 7.05% Increased
143
ProShare Advisors
ProShare Advisors
Maryland
$1.99B +$77.9M 16 11.17% Increased
144
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.99B +$44.5M 10 6.32% Increased
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.98B +$119M 11 13.71% Increased
146
DSM Capital Partners
DSM Capital Partners
Florida
$1.98B -$93.4M 6 30.38% Reduced
147
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.97B +$96.5M 14 4.15% Increased
148
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.95B -$47.7M 14 13.02% Reduced
149
William Blair Investment Management
William Blair Investment Management
Illinois
$1.93B +$27M 7 8.25% Increased
150
Parnassus Investments
Parnassus Investments
California
$1.91B +$16.6M 3 6.92% Increased