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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
226
Royal London Asset Management
Royal London Asset Management
United Kingdom
$945M +$915M 8 9.5% New
227
KBC Group
KBC Group
Belgium
$941M -$33.2M 15 8.19% Reduced
228
Soroban Capital Partners
Soroban Capital Partners
New York
$936M +$112M 2 12.65% Increased
229
Nomura Holdings
Nomura Holdings
Japan
$933M -$262M 14 2.97% Reduced
230
Glenview Capital Management
Glenview Capital Management
New York
$921M -$26.6M 3 6.28% Reduced
231
Natixis Advisors
Natixis Advisors
Massachusetts
$913M -$50.3M 13 8.72% Reduced
232
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$906M +$6.35M 17 6.14% Increased
233
DFO
Duquesne Family Office
New York
$900M -$51.4M 4 43.45% Reduced
234
Marshall Wace North America
Marshall Wace North America
New York
$882M -$207M 17 4.98% Reduced
235
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$877M +$4.6M 9 17.24% Increased
236
Carmignac Gestion
Carmignac Gestion
France
$868M -$138M 2 6.48% Reduced
237
Longview Partners
Longview Partners
Guernsey
$866M -$9.77M 1 4.51% Reduced
238
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$864M +$65M 17 4.39% Increased
239
TCW Group
TCW Group
California
$862M -$66.4M 7 6.99% Reduced
240
GGHC
Gilder Gagnon Howe & Co
New York
$860M -$6.17M 8 9.27% Reduced
241
Appaloosa LP
Appaloosa LP
New Jersey
$860M -$350M 2 9.79% Reduced
242
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$857M +$144M 11 5.82% Increased
243
Causeway Capital Management
Causeway Capital Management
California
$855M -$31.1M 3 8.64% Reduced
244
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$845M +$16.9M 12 10.6% Increased
245
AC
Alleghany Corporation
New York
$836M $0 3 21.47% Maintained
246
Generation Investment Management
Generation Investment Management
United Kingdom
$836M +$32.5M 3 7.37% Increased
247
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$828M +$54.4M 4 9.82% Increased
248
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$827M +$71.8M 3 8% Increased
249
Acadian Asset Management
Acadian Asset Management
Massachusetts
$825M -$26.4M 16 3.57% Reduced
250
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$824M -$27.9M 14 8.48% Reduced