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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
Sanders Capital
Sanders Capital
Florida
$700M -$16.5M 2 6.91% Reduced
177
PIM
Platinum Investment Management
Australia
$699M +$23.8M 4 13.95% Increased
178
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$687M +$22.5M 7 5.08% Increased
179
US Bancorp
US Bancorp
Minnesota
$685M -$8.15M 13 2.63% Reduced
180
VVP
Vulcan Value Partners
Alabama
$685M +$129M 1 6.82% Increased
181
Renaissance Technologies
Renaissance Technologies
New York
$664M +$326M 10 1.41% Increased
182
Parnassus Investments
Parnassus Investments
California
$660M +$36.3M 3 4.73% Increased
183
Sentry Investments
Sentry Investments
Ontario, Canada
$656M +$26.9M 3 8.3% Increased
184
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$650M +$30.1M 8 4.55% Increased
185
ACI
AMP Capital Investors
Australia
$649M +$720K 11 3.94% Increased
186
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$648M -$71.8M 9 5.85% Reduced
187
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$647M -$109M 9 3.45% Reduced
188
LPU
Lansdowne Partners (UK)
United Kingdom
$639M -$406M 2 5.74% Reduced
189
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$613M -$4.72M 10 5.05% Reduced
190
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$612M -$60.4M 5 3.41% Reduced
191
KeyBank National Association
KeyBank National Association
Ohio
$609M -$11M 10 3.97% Reduced
192
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$596M -$58.4M 8 4.48% Reduced
193
Harding Loevner
Harding Loevner
New Jersey
$595M +$16.1M 4 4.54% Increased
194
Korea Investment Corp
Korea Investment Corp
South Korea
$595M +$19.4M 9 4.63% Increased
195
Westfield Capital Management
Westfield Capital Management
Massachusetts
$595M -$14.2M 4 3.43% Reduced
196
WBC
Westpac Banking Corp
Australia
$589M +$1.64M 12 5.12% Increased
197
Lone Pine Capital
Lone Pine Capital
Connecticut
$589M +$393M 1 2.23% Increased
198
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$583M -$9.09M 9 4.88% Reduced
199
Tiger Global Management
Tiger Global Management
New York
$580M +$101M 2 6.35% Increased
200
Stifel Financial
Stifel Financial
Missouri
$577M -$1.08M 11 3.16% Reduced