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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
201
Flossbach Von Storch
Flossbach Von Storch
Germany
$795M -$25.9M 4 13.26% Reduced
202
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$789M -$152M 2 8.94% Reduced
203
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$786M -$123M 11 7.92% Reduced
204
USS Investment Management
USS Investment Management
United Kingdom
$775M +$71.3M 5 11.91% Increased
205
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$763M +$39.5M 13 6.5% Increased
206
Los Angeles Capital Management
Los Angeles Capital Management
California
$754M +$25.7M 11 6.28% Increased
207
KeyBank National Association
KeyBank National Association
Ohio
$753M +$15.9M 11 4.73% Increased
208
CI Investments Inc
CI Investments Inc
Ontario, Canada
$749M +$174M 7 8.18% Increased
209
Sanders Capital
Sanders Capital
Florida
$749M -$81.7M 2 5.92% Reduced
210
Jensen Investment Management
Jensen Investment Management
Oregon
$749M +$93.6M 6 11.2% Increased
211
Glenmede Trust
Glenmede Trust
Pennsylvania
$743M +$35.9M 13 4.18% Increased
212
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$732M -$10.5M 12 5.37% Reduced
213
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$728M -$12.9M 11 5.38% Reduced
214
Third Point
Third Point
New York
$717M +$358M 2 6.24% Increased
215
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$714M +$151M 14 7.43% Increased
216
GGHC
Gilder Gagnon Howe & Co
New York
$702M +$28.7M 8 12.07% Increased
217
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$701M +$503M 13 2.33% Increased
218
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$700M -$122M 5 4.32% Reduced
219
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$693M +$263M 12 7.26% Increased
220
Sentry Investments
Sentry Investments
Ontario, Canada
$689M -$12.4M 4 5.81% Reduced
221
C WorldWide Group
C WorldWide Group
Denmark
$689M +$224M 5 12.14% Increased
222
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$689M -$62.9M 9 2.67% Reduced
223
CCI
Columbus Circle Investors
$686M -$21.4M 3 7.4% Reduced
224
PIM
Platinum Investment Management
Australia
$681M -$6M 4 15.89% Reduced
225
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$674M -$24.3M 5 6.33% Reduced