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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$907M -$22.5M 11 5.36% Reduced
152
Orbis Holdings
Orbis Holdings
Bermuda
$899M +$493M 4 7.13% Increased
153
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$898M +$31.2M 8 6.23% Increased
154
DL
Delta Lloyd
Netherlands
$888M -$46M 9 8.04% Reduced
155
AIG
American International Group
New York
$869M +$14.7M 15 3.83% Increased
156
NFA
Nationwide Fund Advisors
Ohio
$847M -$67M 12 3.58% Reduced
157
Citadel Advisors
Citadel Advisors
Florida
$833M -$36.3M 15 0.87% Reduced
158
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$833M +$653K 10 4.01% Increased
159
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$828M -$9.56M 8 5.91% Reduced
160
BRC
Blue Ridge Capital
New York
$826M +$142M 4 9.77% Increased
161
Institutional Capital
Institutional Capital
Illinois
$809M -$121M 2 4.72% Reduced
162
First Trust Advisors
First Trust Advisors
Illinois
$808M +$33.3M 10 3.18% Increased
163
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$805M +$30.8M 10 6.68% Increased
164
Sanders Capital
Sanders Capital
Florida
$796M +$14.6M 2 8.51% Increased
165
ING Group
ING Group
Netherlands
$784M -$159M 9 4.55% Reduced
166
LSV Asset Management
LSV Asset Management
Illinois
$779M -$161M 7 1.71% Reduced
167
Calamos Advisors
Calamos Advisors
Illinois
$776M -$49.4M 9 5.18% Reduced
168
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$773M +$386M 5 3.49% Increased
169
Ninety One (UK)
Ninety One (UK)
United Kingdom
$769M -$7.53M 5 4.53% Reduced
170
Carmignac Gestion
Carmignac Gestion
France
$763M +$124M 1 6.53% Increased
171
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$758M -$32.7M 9 6.36% Reduced
172
US Bancorp
US Bancorp
Minnesota
$756M -$21.7M 14 3.06% Reduced
173
Westfield Capital Management
Westfield Capital Management
Massachusetts
$753M +$30.3M 4 4.6% Increased
174
Harding Loevner
Harding Loevner
New Jersey
$748M -$7.8M 3 5.54% Reduced
175
GE
General Electric
Ohio
$722M -$120M 7 1.87% Reduced