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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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.73B +$175M 13 4.42% Increased
152
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.71B +$10.1M 18 8.66% Increased
153
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.7B -$22.5M 16 11.01% Reduced
154
Aviva
Aviva
United Kingdom
$1.7B +$72.1M 13 10.01% Increased
155
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.68B -$3.39M 12 12.26% Reduced
156
ProShare Advisors
ProShare Advisors
Maryland
$1.67B -$156M 14 11.18% Reduced
157
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.67B +$195M 12 3.38% Increased
158
US Bancorp
US Bancorp
Minnesota
$1.66B -$11.9M 22 5.08% Reduced
159
Wellcome Trust
Wellcome Trust
United Kingdom
$1.65B $0 4 26.43% Maintained
160
Stifel Financial
Stifel Financial
Missouri
$1.64B -$17.8M 18 5.03% Reduced
161
VVP
Vulcan Value Partners
Alabama
$1.64B +$33.6M 2 12.66% Increased
162
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.63B -$41.1M 2 15.46% Reduced
163
Aperio Group
Aperio Group
California
$1.61B +$31.6M 17 7.7% Increased
164
Millennium Management
Millennium Management
New York
$1.6B +$545M 23 2.09% Increased
165
DnB Asset Management
DnB Asset Management
Norway
$1.49B +$23.4M 12 17.62% Increased
166
Polar Capital
Polar Capital
United Kingdom
$1.47B +$172M 8 8.82% Increased
167
Natixis
Natixis
France
$1.46B +$243M 11 7.74% Increased
168
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.43B +$226M 16 3.5% Increased
169
AIG
American International Group
New York
$1.43B -$28.8M 16 4.97% Reduced
170
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.43B +$13.1M 12 7.23% Increased
171
William Blair & Company
William Blair & Company
Illinois
$1.42B +$75.7M 15 9.67% Increased
172
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.42B -$19.1M 16 9.22% Reduced
173
Epoch Investment Partners
Epoch Investment Partners
New York
$1.38B -$288M 5 4.26% Reduced
174
DSM Capital Partners
DSM Capital Partners
Florida
$1.37B -$233M 4 20.95% Reduced
175
ACI
AMP Capital Investors
Australia
$1.35B -$9.97M 14 7.49% Reduced