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 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $1.5B | +$252M | 4 | 15.42% | Increased |
|
| 177 |
AIG
American International Group
New York
| $1.48B | -$69.1M | 19 | 5.79% | Reduced |
|
| 178 |
Baird Financial Group
Milwaukee,
Wisconsin
| $1.46B | +$536M | 15 | 5.66% | Increased |
|
| 179 |
First Manhattan
New York
| $1.44B | -$18M | 14 | 8.01% | Reduced |
|
| 180 |
LSV Asset Management
Chicago,
Illinois
| $1.43B | +$104M | 10 | 2.31% | Increased |
|
| 181 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $1.43B | +$29.7M | 10 | 10.42% | Increased |
|
| 182 |
Mirae Asset Global Investments
Seoul,
South Korea
| $1.43B | +$55.9M | 17 | 9.76% | Increased |
|
| 183 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $1.41B | +$65.1M | 9 | 5.35% | Increased |
|
| 184 |
Independent Franchise Partners
London,
United Kingdom
| $1.4B | +$13.6M | 2 | 14.44% | Increased |
|
| 185 |
AustralianSuper
Melbourne,
Australia
| $1.4B | +$127M | 6 | 13.41% | Increased |
|
| 186 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $1.36B | +$92.6M | 14 | 5.68% | Increased |
|
| 187 |
Man Group
London,
United Kingdom
| $1.35B | +$131M | 19 | 4.89% | Increased |
|
| 188 |
Fayez Sarofim & Co
Houston,
Texas
| $1.35B | +$40M | 6 | 6.96% | Increased |
|
| 189 |
Maverick Capital
Dallas,
Texas
| $1.33B | +$32.8M | 9 | 19.34% | Increased |
|
| 190 |
Melvin Capital Management
New York
| $1.33B | +$679M | 2 | 13.58% | Increased |
|
| 191 |
Calamos Advisors
Naperville,
Illinois
| $1.32B | +$29.4M | 9 | 7.34% | Increased |
|
| 192 |
BNP Paribas Asset Management
Paris,
France
| $1.32B | +$39M | 15 | 10.78% | Increased |
|
| 193 |
Two Sigma Advisers
New York
| $1.32B | +$241M | 19 | 3.28% | Increased |
|
| 194 |
Jensen Investment Management
Lake Oswego,
Oregon
| $1.32B | +$65.9M | 5 | 15.01% | Increased |
|
| 195 |
KBC Group
Brussels,
Belgium
| $1.29B | +$58.1M | 16 | 9.97% | Increased |
|
| 196 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $1.29B | -$77.8M | 11 | 11.63% | Reduced |
|
| 197 |
Royal London Asset Management
United Kingdom
| $1.27B | -$428M | 11 | 12.05% | Reduced |
|
| 198 |
Longview Partners
St Peter Port,
Guernsey
| $1.27B | +$174M | 1 | 6.14% | Increased |
|
| 199 |
Nomura Asset Management
Tokyo,
Japan
| $1.26B | -$24.5M | 15 | 12.41% | Reduced |
|
| 200 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| $1.26B | +$128M | 9 | 23.12% | Increased |
|