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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
KBC Group
KBC Group
Belgium
$2.05B +$153M 16 13.52% Increased
177
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.04B -$6.12M 12 15.13% Reduced
178
Prudential plc
Prudential plc
United Kingdom
$2.03B -$158M 13 9.76% Reduced
179
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.01B +$14.5M 10 13.96% Increased
180
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.99B -$220M 19 12.68% Reduced
181
Man Group
Man Group
United Kingdom
$1.98B +$219M 20 9.96% Increased
182
AustralianSuper
AustralianSuper
Australia
$1.94B +$204M 8 18.83% Increased
183
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$1.94B +$9.75M 21 8.84% Increased
184
First Manhattan
First Manhattan
New York
$1.94B -$19.2M 14 11.19% Reduced
185
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.94B -$421M 6 9% Reduced
186
AIG
American International Group
New York
$1.93B -$39.4M 21 9.32% Reduced
187
Epoch Investment Partners
Epoch Investment Partners
New York
$1.91B -$128M 5 9.84% Reduced
188
Appaloosa LP
Appaloosa LP
New Jersey
$1.88B +$168M 4 32.6% Increased
189
ACI
AMP Capital Investors
Australia
$1.87B -$15.4M 17 11.8% Reduced
190
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.86B -$188M 5 19.19% Reduced
191
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.85B +$135M 14 12.51% Increased
192
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.84B +$189M 3 14.42% Increased
193
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.84B +$47.4M 21 5.85% Increased
194
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.84B +$131M 15 14.86% Increased
195
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.82B -$111M 18 11% Reduced
196
D1 Capital Partners
D1 Capital Partners
New York
$1.82B +$248M 4 13.59% Increased
197
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.82B +$41.3M 4 18.49% Increased
198
LPL Financial
LPL Financial
California
$1.82B +$126M 24 3.17% Increased
199
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.81B +$857M 20 15.2% Increased
200
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.74B +$97.9M 14 14.39% Increased