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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
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.45B -$502M 2 13.47% Reduced
227
NMO
Newlands Management Operations
Texas
$1.43B +$158M 6 25.65% Increased
228
Farallon Capital Management
Farallon Capital Management
California
$1.42B +$157M 4 7.76% Increased
229
DSM Capital Partners
DSM Capital Partners
Florida
$1.42B -$317M 4 23.21% Reduced
230
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.41B +$7M 7 8.7% Increased
231
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B -$271M 16 4.13% Reduced
232
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.39B -$182M 14 4.29% Reduced
233
INTECH Investment Management
INTECH Investment Management
Florida
$1.37B -$154M 15 11.08% Reduced
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.37B +$5.02M 24 10.72% Increased
235
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.36B +$83.5M 15 7.71% Increased
236
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.36B -$13.5M 25 9.76% Reduced
237
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.35B -$6.68M 23 9.08% Reduced
238
Citadel Advisors
Citadel Advisors
Florida
$1.33B -$319M 43 0.29% Reduced
239
AIM
Allen Investment Management
New York
$1.33B +$9.85M 11 22.26% Increased
240
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.33B +$10.3M 6 15.3% Increased
241
Holocene Advisors
Holocene Advisors
New York
$1.32B +$317M 7 6.51% Increased
242
Rathbones Group
Rathbones Group
United Kingdom
$1.31B +$21.2M 9 13.41% Increased
243
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.31B -$10.8M 16 5.19% Reduced
244
Creative Planning
Creative Planning
Kansas
$1.28B +$10.5M 26 1.84% Increased
245
Amalgamated Bank
Amalgamated Bank
New York
$1.28B +$8.68M 26 10.88% Increased
246
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.27B +$2.25M 25 11.37% Increased
247
Harding Loevner
Harding Loevner
New Jersey
$1.26B -$69.5M 5 7.19% Reduced
248
D1 Capital Partners
D1 Capital Partners
New York
$1.26B -$849M 5 23.66% Reduced
249
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26B +$3.22M 16 9.08% Increased
250
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.26B +$202M 16 19.52% Increased