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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
$892M -$9.83M 12 3.71% Reduced
152
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$879M +$12.4M 9 5.04% Increased
153
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$875M +$58.2M 8 6.69% Increased
154
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$852M -$42.2M 10 6.38% Reduced
155
1832 Asset Management
1832 Asset Management
Ontario, Canada
$838M +$54.5M 6 3.22% Increased
156
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$818M +$96.2M 9 7.11% Increased
157
Boston Partners
Boston Partners
Massachusetts
$814M -$986K 5 1.67% Reduced
158
LSV Asset Management
LSV Asset Management
Illinois
$798M +$31.1M 6 1.87% Increased
159
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$795M -$20.2M 9 6.28% Reduced
160
LBG
Lloyds Banking Group
United Kingdom
$793M +$10.9M 8 7.17% Increased
161
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$786M +$1.37M 9 4.04% Increased
162
Epoch Investment Partners
Epoch Investment Partners
New York
$784M -$3.59M 3 3.31% Reduced
163
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$777M -$464M 10 3.8% Reduced
164
CI Investments Inc
CI Investments Inc
Ontario, Canada
$775M +$30.6M 5 8.48% Increased
165
GE
General Electric
Ohio
$754M -$127M 6 3.55% Reduced
166
US Bancorp
US Bancorp
Minnesota
$742M -$19.1M 12 3.01% Reduced
167
AIG
American International Group
New York
$739M +$224M 13 3.56% Increased
168
Sanders Capital
Sanders Capital
Florida
$719M +$26.5M 2 8.56% Increased
169
Longview Partners
Longview Partners
Guernsey
$719M +$84.7M 1 5.97% Increased
170
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$716M -$14.7M 10 5.03% Reduced
171
Polen Capital Management
Polen Capital Management
Florida
$713M +$40.2M 2 15.79% Increased
172
Guggenheim Capital
Guggenheim Capital
Illinois
$713M +$91.2M 12 2.17% Increased
173
Suntrust Banks
Suntrust Banks
Georgia
$706M -$8.08M 10 2.75% Reduced
174
MC
Montag & Caldwell
Georgia
$705M -$135M 4 5.27% Reduced
175
KeyBank National Association
KeyBank National Association
Ohio
$703M -$18M 9 4.59% Reduced