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 |
ACI
AMP Capital Investors
Sydney,
Australia
| $1.48B | +$22.6M | 13 | 8.35% | Increased |
|
| 177 |
Fundsmith LLP
London,
United Kingdom
| $1.43B | +$12.4M | 1 | 8.14% | Increased |
|
| 178 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $1.42B | -$275M | 13 | 5.64% | Reduced |
|
| 179 |
Glenview Capital Management
New York
| $1.41B | +$139M | 3 | 12.58% | Increased |
|
| 180 |
Parnassus Investments
San Francisco,
California
| $1.41B | -$5.22M | 4 | 5.54% | Reduced |
|
| 181 |
First Manhattan
New York
| $1.39B | +$10.6M | 13 | 8.01% | Increased |
|
| 182 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $1.36B | +$1.47M | 9 | 5.33% | Increased |
|
| 183 |
Maverick Capital
Dallas,
Texas
| $1.36B | +$21M | 6 | 18.06% | Increased |
|
| 184 |
Mirae Asset Global Investments
Seoul,
South Korea
| $1.36B | +$117M | 16 | 9.93% | Increased |
|
| 185 |
LSV Asset Management
Chicago,
Illinois
| $1.35B | +$75.2M | 10 | 2.16% | Increased |
|
| 186 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $1.33B | +$10.7M | 9 | 10.15% | Increased |
|
| 187 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $1.31B | -$67.5M | 11 | 11.61% | Reduced |
|
| 188 |
Natixis
Paris,
France
| $1.31B | +$168M | 14 | 8.22% | Increased |
|
| 189 |
BNP Paribas Asset Management
Paris,
France
| $1.27B | +$32.5M | 14 | 10.61% | Increased |
|
| 190 |
Flossbach Von Storch
Cologne,
Germany
| $1.27B | -$20.4M | 6 | 11.66% | Reduced |
|
| 191 |
Citadel Advisors
Miami,
Florida
| $1.26B | -$2.37B | 25 | 0.63% | Reduced |
|
| 192 |
Independent Franchise Partners
London,
United Kingdom
| $1.25B | -$1.11M | 2 | 14.12% | Reduced |
|
| 193 |
Nomura Asset Management
Tokyo,
Japan
| $1.25B | +$69.8M | 13 | 12.28% | Increased |
|
| 194 |
Calamos Advisors
Naperville,
Illinois
| $1.24B | +$38.7M | 12 | 7.75% | Increased |
|
| 195 |
Millennium Management
New York
| $1.24B | -$771M | 24 | 1.85% | Reduced |
|
| 196 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $1.22B | +$39.7M | 4 | 13.54% | Increased |
|
| 197 |
Fayez Sarofim & Co
Houston,
Texas
| $1.22B | +$39.2M | 6 | 6.43% | Increased |
|
| 198 |
First Pacific Advisors
El Segundo,
California
| $1.21B | -$177M | 6 | 10.65% | Reduced |
|
| 199 |
Alkeon Capital Management
New York
| $1.2B | -$58.5M | 4 | 6.01% | Reduced |
|
| 200 |
KBC Group
Brussels,
Belgium
| $1.19B | +$245M | 14 | 9.82% | Increased |
|