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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
First Trust Advisors
First Trust Advisors
Illinois
$866M +$84.7M 10 2.92% Increased
152
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$858M -$21.5M 11 4.99% Reduced
153
Institutional Capital
Institutional Capital
Illinois
$856M -$19.8M 2 5.15% Reduced
154
ING Group
ING Group
Netherlands
$855M +$65.3M 9 4.02% Increased
155
C WorldWide Group
C WorldWide Group
Denmark
$852M -$57.7M 3 12.55% Reduced
156
SG Americas Securities
SG Americas Securities
New York
$845M -$267M 11 4.16% Reduced
157
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$844M +$37M 10 3.78% Increased
158
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$830M +$44.2M 11 6.51% Increased
159
LSV Asset Management
LSV Asset Management
Illinois
$828M -$3.89M 7 1.72% Reduced
160
Capital Guardian Trust
Capital Guardian Trust
California
$814M +$154M 8 5.64% Increased
161
NFA
Nationwide Fund Advisors
Ohio
$813M -$14.2M 12 3.47% Reduced
162
AIG
American International Group
New York
$804M -$41M 16 3.48% Reduced
163
Longview Partners
Longview Partners
Guernsey
$799M -$4.8M 1 5.89% Reduced
164
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$795M -$117M 8 6.56% Reduced
165
Guggenheim Capital
Guggenheim Capital
Illinois
$793M +$117M 12 1.99% Increased
166
Sanders Capital
Sanders Capital
Florida
$790M +$29M 2 7.79% Increased
167
Viking Global Investors
Viking Global Investors
Connecticut
$779M -$886M 2 3.58% Reduced
168
Calamos Advisors
Calamos Advisors
Illinois
$778M +$45.7M 8 5.15% Increased
169
SH
SeaTown Holdings
Singapore
$774M $0 1 60.44% Maintained
170
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$764M +$125M 9 4.08% Increased
171
Comerica Bank
Comerica Bank
Texas
$760M +$379M 10 3.29% Increased
172
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$758M -$56.5M 5 3.79% Reduced
173
First Manhattan
First Manhattan
New York
$735M +$45.5M 9 4.16% Increased
174
Polen Capital Management
Polen Capital Management
Florida
$734M +$60.9M 2 15.1% Increased
175
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$725M -$51.9M 4 8.24% Reduced