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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
176
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$724M -$4.1M 9 5.98% Reduced
177
US Bancorp
US Bancorp
Minnesota
$717M -$8.83M 14 2.77% Reduced
178
GE
General Electric
Ohio
$715M +$33.4M 6 1.67% Increased
179
Generation Investment Management
Generation Investment Management
United Kingdom
$713M +$161M 3 10.24% Increased
180
Carmignac Gestion
Carmignac Gestion
France
$692M +$1.18M 1 6.31% Increased
181
PIM
Platinum Investment Management
Australia
$687M +$105M 4 13.15% Increased
182
Flossbach Von Storch
Flossbach Von Storch
Germany
$682M +$195M 6 15.99% Increased
183
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$679M -$135M 8 4.87% Reduced
184
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$678M -$975M 10 2.68% Reduced
185
General Atlantic
General Atlantic
New York
$676M -$609M 1 22.01% Reduced
186
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$669M -$2.49M 10 4.63% Reduced
187
ACI
AMP Capital Investors
Australia
$664M +$38.7M 11 4.07% Increased
188
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$662M +$37.8M 7 5.07% Increased
189
Manning & Napier Advisors
Manning & Napier Advisors
New York
$660M -$3.72M 5 2.91% Reduced
190
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$653M +$33.2M 1 8.64% Increased
191
Sentry Investments
Sentry Investments
Ontario, Canada
$651M +$95M 4 8.15% Increased
192
Aviva
Aviva
United Kingdom
$635M +$35M 10 4.93% Increased
193
Ninety One (UK)
Ninety One (UK)
United Kingdom
$633M -$117M 5 3.87% Reduced
194
KeyBank National Association
KeyBank National Association
Ohio
$631M -$7.76M 10 4.14% Reduced
195
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$628M -$222M 8 4.16% Reduced
196
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$627M -$7.71M 1 3.12% Reduced
197
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$626M +$14.4M 10 5.18% Increased
198
Westfield Capital Management
Westfield Capital Management
Massachusetts
$619M -$86.1M 4 3.64% Reduced
199
Tiger Global Management
Tiger Global Management
New York
$604M +$597M 1 7.13% New
200
Ruffer LLP
Ruffer LLP
United Kingdom
$604M -$95.3M 4 19.83% Reduced