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 |
C WorldWide Group
Copenhagen,
Denmark
| $1.21B | -$2.47M | 5 | 18.56% | Reduced |
|
| 177 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $1.21B | +$65.2M | 12 | 3.59% | Increased |
|
| 178 |
Yacktman Asset Management
Austin,
Texas
| $1.2B | -$79.9M | 3 | 12.31% | Reduced |
|
| 179 |
Pzena Investment Management
New York
| $1.19B | -$210M | 3 | 6.06% | Reduced |
|
| 180 |
Maverick Capital
Dallas,
Texas
| $1.19B | +$83M | 6 | 15.35% | Increased |
|
| 181 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $1.18B | -$44.3M | 9 | 9.88% | Reduced |
|
| 182 |
Polar Capital
London,
United Kingdom
| $1.17B | +$100M | 8 | 11.83% | Increased |
|
| 183 |
SEI Investments
Oaks,
Pennsylvania
| $1.16B | -$628M | 18 | 4.46% | Reduced |
|
| 184 |
Appaloosa LP
Short Hills,
New Jersey
| $1.16B | +$4.94M | 2 | 11.97% | Increased |
|
| 185 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $1.16B | -$36.1M | 11 | 10.26% | Reduced |
|
| 186 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| $1.15B | +$36.9M | 14 | 5.38% | Increased |
|
| 187 |
Natixis
Paris,
France
| $1.14B | +$679M | 13 | 6.98% | Increased |
|
| 188 |
Alkeon Capital Management
New York
| $1.14B | +$3.76M | 5 | 5.93% | Increased |
|
| 189 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $1.13B | +$21M | 11 | 5.38% | Increased |
|
| 190 |
AMF Tjänstepension
Stockholm,
Sweden
| $1.13B | -$61.1M | 5 | 11.73% | Reduced |
|
| 191 |
First Manhattan
New York
| $1.12B | -$4.39M | 14 | 6.4% | Reduced |
|
| 192 |
Mirae Asset Global Investments
Seoul,
South Korea
| $1.12B | -$11.8M | 12 | 14.63% | Reduced |
|
| 193 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $1.11B | $0 | 14 | 4.63% | Maintained |
|
| 194 |
Nomura Holdings
Tokyo,
Japan
| $1.1B | +$79.4M | 16 | 1.9% | Increased |
|
| 195 |
Fundsmith LLP
London,
United Kingdom
| $1.1B | +$90M | 1 | 9.09% | Increased |
|
| 196 |
Westfield Capital Management
Boston,
Massachusetts
| $1.1B | +$172M | 7 | 8.45% | Increased |
|
| 197 |
USS Investment Management
London,
United Kingdom
| $1.09B | +$136M | 6 | 12.14% | Increased |
|
| 198 |
MSL
Mackay Shields LLC
New York
| $1.08B | +$1.1B | 14 | 6.76% | New |
|
| 199 |
Parnassus Investments
San Francisco,
California
| $1.06B | -$94.4M | 3 | 4.26% | Reduced |
|
| 200 |
Nomura Asset Management
Tokyo,
Japan
| $1.05B | +$25.4M | 13 | 11.5% | Increased |
|