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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
151
NFA
Nationwide Fund Advisors
Ohio
$775M +$31.9M 12 3.48% Increased
152
Boston Partners
Boston Partners
Massachusetts
$767M +$4.32M 5 1.85% Increased
153
William Blair & Company
William Blair & Company
Illinois
$760M -$8.51M 10 1.35% Reduced
154
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$754M +$93.6M 10 4.78% Increased
155
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$753M +$752M 9 4.58% New
156
GE
General Electric
Ohio
$737M -$273M 7 3.71% Reduced
157
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$706M -$86.3M 9 5.94% Reduced
158
MC
Montag & Caldwell
Georgia
$696M +$87.8M 4 5.24% Increased
159
Epoch Investment Partners
Epoch Investment Partners
New York
$692M -$136M 4 3.09% Reduced
160
ACM
Atlanta Capital Management
Georgia
$691M -$41.9M 6 4.9% Reduced
161
LBG
Lloyds Banking Group
United Kingdom
$686M -$5.23M 8 7.02% Reduced
162
AQR Capital Management
AQR Capital Management
Connecticut
$684M +$30.3M 11 2.41% Increased
163
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$684M +$37.2M 9 5.99% Increased
164
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$678M +$27.4M 9 3.79% Increased
165
US Bancorp
US Bancorp
Minnesota
$678M -$8.5M 12 2.99% Reduced
166
1832 Asset Management
1832 Asset Management
Ontario, Canada
$674M -$133M 5 2.99% Reduced
167
LSV Asset Management
LSV Asset Management
Illinois
$671M +$302M 6 1.72% Increased
168
Sanders Capital
Sanders Capital
Florida
$641M -$47.4M 2 8.8% Reduced
169
CI Investments Inc
CI Investments Inc
Ontario, Canada
$641M -$179M 4 7.22% Reduced
170
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$633M -$1.01M 10 4.83% Reduced
171
Suntrust Banks
Suntrust Banks
Georgia
$632M +$83.6M 9 2.46% Increased
172
KeyBank National Association
KeyBank National Association
Ohio
$627M -$320M 9 4.32% Reduced
173
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$615M -$22.9M 11 5.4% Reduced
174
Lone Pine Capital
Lone Pine Capital
Connecticut
$599M -$243M 2 2.68% Reduced
175
PGGM Investments
PGGM Investments
Netherlands
$598M +$109M 4 3.48% Increased