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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
Aviva
Aviva
United Kingdom
$684M -$68.6M 10 5.67% Reduced
177
Guggenheim Capital
Guggenheim Capital
Illinois
$683M -$135M 12 2.1% Reduced
178
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$683M -$9.9M 10 4.91% Reduced
179
Orbis Holdings
Orbis Holdings
Bermuda
$681M -$397M 4 5.8% Reduced
180
Point72 Asset Management
Point72 Asset Management
Connecticut
$681M +$171M 6 5.35% Increased
181
Credit Agricole
Credit Agricole
France
$680M -$204M 10 3.37% Reduced
182
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$677M -$343M 11 5.08% Reduced
183
Korea Investment Corp
Korea Investment Corp
South Korea
$670M +$88.3M 9 5.33% Increased
184
Two Sigma Advisers
Two Sigma Advisers
New York
$668M +$390M 10 4.21% Increased
185
William Blair Investment Management
William Blair Investment Management
Illinois
$665M +$689M 5 1.36% New
186
Capital Guardian Trust
Capital Guardian Trust
California
$649M +$16.7M 11 5.26% Increased
187
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$649M -$10.7M 10 5.73% Reduced
188
Sentry Investments
Sentry Investments
Ontario, Canada
$648M +$16.2M 3 7.85% Increased
189
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$648M +$3.9M 9 6.63% Increased
190
Longview Partners
Longview Partners
Guernsey
$637M -$6.99M 1 4.5% Reduced
191
Vontobel Asset Management
Vontobel Asset Management
New York
$633M -$246M 2 5.4% Reduced
192
ACI
AMP Capital Investors
Australia
$626M -$21.3M 11 4.55% Reduced
193
KeyBank National Association
KeyBank National Association
Ohio
$608M -$16M 10 4.3% Reduced
194
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$603M -$5.32M 8 4.59% Reduced
195
PGGM Investments
PGGM Investments
Netherlands
$598M +$16M 7 3.24% Increased
196
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$591M -$230M 10 4.65% Reduced
197
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$591M -$29.6M 8 5.73% Reduced
198
ING Group
ING Group
Netherlands
$589M -$993K 8 4.08% Reduced
199
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$578M -$28.9M 11 5.07% Reduced
200
Parnassus Investments
Parnassus Investments
California
$577M -$118M 4 4.25% Reduced