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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
Epoch Investment Partners
Epoch Investment Partners
New York
$1.61B -$102M 5 9.79% Reduced
177
ProShare Advisors
ProShare Advisors
Maryland
$1.61B -$654M 13 11.58% Reduced
178
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$1.61B +$384M 8 16.21% Increased
179
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.6B +$129M 18 1.89% Increased
180
AIG
American International Group
New York
$1.59B -$82.5M 19 8.72% Reduced
181
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.59B +$188M 9 9.65% Increased
182
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$1.59B +$27.1M 7 9.76% Increased
183
First Manhattan
First Manhattan
New York
$1.57B -$2.54M 14 10.16% Reduced
184
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.56B +$456M 6 14.4% Increased
185
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.56B -$18.8M 10 13.47% Reduced
186
Citadel Advisors
Citadel Advisors
Florida
$1.55B -$217M 26 0.7% Reduced
187
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.53B -$287M 15 12.5% Reduced
188
ACI
AMP Capital Investors
Australia
$1.52B -$96.4M 16 11.24% Reduced
189
Boston Partners
Boston Partners
Massachusetts
$1.52B -$598M 11 3.02% Reduced
190
KBC Group
KBC Group
Belgium
$1.5B -$10.3M 16 12.53% Reduced
191
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$1.5B +$157M 19 8.47% Increased
192
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.5B +$80.2M 17 11.68% Increased
193
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.49B +$528M 4 18.4% Increased
194
Nomura Asset Management
Nomura Asset Management
Japan
$1.45B +$56.3M 16 14.99% Increased
195
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.43B +$124M 16 12.71% Increased
196
Coatue Management
Coatue Management
New York
$1.42B -$557M 3 18.03% Reduced
197
Natixis
Natixis
France
$1.42B +$733M 9 11.14% Increased
198
Jane Street
Jane Street
New York
$1.42B -$138M 24 1.38% Reduced
199
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.4B +$294M 10 6.21% Increased
200
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.39B +$31.6M 15 6.04% Increased