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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$723M +$54.4M 9 3.98% Increased
177
Aviva
Aviva
United Kingdom
$723M -$25.6M 10 5.11% Reduced
178
Longview Partners
Longview Partners
Guernsey
$718M -$26.1M 1 4.72% Reduced
179
SAM
Southeastern Asset Management
Tennessee
$704M +$234M 1 4.71% Increased
180
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$698M -$169K 6 5.08% Reduced
181
US Bancorp
US Bancorp
Minnesota
$694M -$5.02M 13 2.69% Reduced
182
TCW Group
TCW Group
California
$667M -$307M 8 4.3% Reduced
183
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$661M +$82.9M 11 4.65% Increased
184
Sentry Investments
Sentry Investments
Ontario, Canada
$651M +$21.7M 3 7.6% Increased
185
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$644M +$50.9M 9 4.42% Increased
186
ACI
AMP Capital Investors
Australia
$641M -$17.3M 11 4.16% Reduced
187
Parnassus Investments
Parnassus Investments
California
$639M +$923K 3 4.57% Increased
188
Discovery Capital Management
Discovery Capital Management
Connecticut
$635M -$276M 4 7.48% Reduced
189
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$632M +$7.52M 10 5.17% Increased
190
Stifel Financial
Stifel Financial
Missouri
$628M +$48.1M 13 3.25% Increased
191
EPCM
Eton Park Capital Management
New York
$627M +$570M 2 15.14% Increased
192
PGGM Investments
PGGM Investments
Netherlands
$616M +$44.8M 7 3.2% Increased
193
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$614M -$45.4M 9 5.84% Reduced
194
abrdn Investment Management
abrdn Investment Management
United Kingdom
$614M -$218M 3 2.6% Reduced
195
KeyBank National Association
KeyBank National Association
Ohio
$611M -$13.4M 10 4.06% Reduced
196
Capital Guardian Trust
Capital Guardian Trust
California
$605M +$116M 11 4.36% Increased
197
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$588M -$11.1M 9 5.08% Reduced
198
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$588M -$74.4M 8 4.09% Reduced
199
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$586M -$22.3M 8 4.45% Reduced
200
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$577M -$11.4M 1 3% Reduced