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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
$1.65B -$16.3M 16 8.6% Reduced
202
D1 Capital Partners
D1 Capital Partners
New York
$1.64B +$299M 4 29.89% Increased
203
CIBC World Markets
CIBC World Markets
New York
$1.64B -$546M 11 22.74% Reduced
204
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.63B -$228M 8 11.62% Reduced
205
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.62B +$86.5M 3 6.95% Increased
206
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.6B -$228M 5 18.9% Reduced
207
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.59B -$20M 10 17.36% Reduced
208
VVP
Vulcan Value Partners
Alabama
$1.59B +$1.47M 3 18.63% Increased
209
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.59B -$37.4M 20 11.02% Reduced
210
DSM Capital Partners
DSM Capital Partners
Florida
$1.57B -$73.4M 4 26.69% Reduced
211
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.56B -$45.4M 21 14.42% Reduced
212
INTECH Investment Management
INTECH Investment Management
Florida
$1.55B -$458M 14 11.65% Reduced
213
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.53B -$366M 3 15.14% Reduced
214
Osaic Holdings
Osaic Holdings
Arizona
$1.52B -$100M 41 3.47% Reduced
215
Candriam SCA
Candriam SCA
Luxembourg
$1.48B +$382M 15 10.41% Increased
216
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.42B -$105M 9 11.87% Reduced
217
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.42B -$836M 2 13.34% Reduced
218
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.39B -$22.3M 14 10.25% Reduced
219
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.39B +$42.3M 22 9.31% Increased
220
Public Investment Fund
Public Investment Fund
Saudi Arabia
$1.38B $0 4 3.75% Maintained
221
Longview Partners
Longview Partners
Guernsey
$1.38B -$127M 3 11.8% Reduced
222
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.37B -$53M 23 9.94% Reduced
223
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.36B -$215M 15 10.48% Reduced
224
Jensen Investment Management
Jensen Investment Management
Oregon
$1.36B -$4.43M 3 11.82% Reduced
225
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.33B +$45.1M 4 25.01% Increased