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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
$1.56B -$149M 15 8.16% Reduced
152
Wellcome Trust
Wellcome Trust
United Kingdom
$1.56B +$882K 4 23.49% Increased
153
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.56B -$97M 11 11.23% Reduced
154
Epoch Investment Partners
Epoch Investment Partners
New York
$1.55B +$9.34M 5 5.5% Increased
155
Stifel Financial
Stifel Financial
Missouri
$1.55B +$14.6M 16 4.89% Increased
156
US Bancorp
US Bancorp
Minnesota
$1.54B -$15.1M 22 4.73% Reduced
157
DSM Capital Partners
DSM Capital Partners
Florida
$1.53B +$24.8M 4 21.13% Increased
158
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.52B -$16.4M 11 3.88% Reduced
159
Aviva
Aviva
United Kingdom
$1.5B -$25.6M 13 9.17% Reduced
160
Guggenheim Capital
Guggenheim Capital
Illinois
$1.47B -$111M 16 3.59% Reduced
161
Aperio Group
Aperio Group
California
$1.46B +$67.3M 16 7.26% Increased
162
AIG
American International Group
New York
$1.42B -$9.68M 16 4.96% Reduced
163
DnB Asset Management
DnB Asset Management
Norway
$1.4B -$83.1M 12 16.9% Reduced
164
Third Point
Third Point
New York
$1.38B -$454M 3 10.37% Reduced
165
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.36B +$216M 13 3.03% Increased
166
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.32B +$118M 13 9.06% Increased
167
Pendal Group
Pendal Group
Australia
$1.29B -$36.1M 10 16.64% Reduced
168
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.29B -$72.7M 12 9.85% Reduced
169
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.28B -$385M 12 6.55% Reduced
170
Citadel Advisors
Citadel Advisors
Florida
$1.26B -$1B 24 0.69% Reduced
171
ACI
AMP Capital Investors
Australia
$1.25B -$16.3M 15 7.08% Reduced
172
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.25B -$286M 6 12.77% Reduced
173
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.21B -$9.14M 18 8.18% Reduced
174
William Blair & Company
William Blair & Company
Illinois
$1.21B -$2.39M 16 8.58% Reduced
175
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.21B +$91.1M 13 2.77% Increased