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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
KeyBank National Association
KeyBank National Association
Ohio
$1.79B +$14.7M 17 8.76% Increased
202
DSM Capital Partners
DSM Capital Partners
Florida
$1.77B -$188M 4 29.7% Reduced
203
AP
Altarock Partners
Florida
$1.76B +$98.4M 3 54.44% Increased
204
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.76B -$351M 6 6.21% Reduced
205
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.75B -$31.4M 17 11.48% Reduced
206
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.74B +$186M 3 6.91% Increased
207
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.73B +$508K 19 14.84% Increased
208
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.71B +$39.1M 11 16.89% Increased
209
Longview Partners
Longview Partners
Guernsey
$1.68B +$573M 3 12.81% Increased
210
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.67B -$269M 16 12.31% Reduced
211
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.66B +$579K 9 12.77% Increased
212
VVP
Vulcan Value Partners
Alabama
$1.65B -$252M 3 16.15% Reduced
213
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.62B +$134M 35 8.62% Increased
214
Viking Global Investors
Viking Global Investors
Connecticut
$1.62B -$141M 2 7.42% Reduced
215
Osaic Holdings
Osaic Holdings
Arizona
$1.58B +$197M 41 3.49% Increased
216
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.55B -$215M 23 10.07% Reduced
217
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.55B -$813M 28 7.07% Reduced
218
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.53B +$70.2M 14 10.48% Increased
219
Jensen Investment Management
Jensen Investment Management
Oregon
$1.53B +$48.2M 3 12.63% Increased
220
Man Group
Man Group
United Kingdom
$1.52B -$1.86B 0 – Closed
221
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.52B -$221M 24 10.21% Reduced
222
LSV Asset Management
LSV Asset Management
Illinois
$1.5B -$160M 11 3.24% Reduced
223
Public Investment Fund
Public Investment Fund
Saudi Arabia
$1.49B +$1.51B 4 3.61% Increased
224
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.47B +$207M 9 20.56% Increased
225
AIG
American International Group
New York
$1.46B -$29.7M 26 9.88% Reduced