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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.73B +$129M 7 6.45% Increased
227
Magellan Asset Management
Magellan Asset Management
Australia
$1.73B -$240M 5 18.34% Reduced
228
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.72B -$40.6M 9 12.98% Reduced
229
Creative Planning
Creative Planning
Kansas
$1.68B +$165M 29 2.25% Increased
230
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.67B +$251M 3 16.14% Increased
231
Appaloosa LP
Appaloosa LP
New Jersey
$1.67B +$186M 4 32.92% Increased
232
DSM Capital Partners
DSM Capital Partners
Florida
$1.65B +$55.7M 4 27.87% Increased
233
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.65B -$118M 6 10.33% Reduced
234
Edgewood Management
Edgewood Management
Connecticut
$1.64B -$53M 2 5.35% Reduced
235
AIG
American International Group
New York
$1.63B -$80.1M 26 10.55% Reduced
236
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62B +$182M 11 11.58% Increased
237
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.61B +$435M 18 4.71% Increased
238
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.59B +$19.8M 16 9.11% Increased
239
AIM
Allen Investment Management
New York
$1.57B +$25.2M 11 22.96% Increased
240
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.56B -$25M 24 11.9% Reduced
241
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.55B +$644M 30 4.05% Increased
242
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.54B +$206M 4 19.22% Increased
243
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.53B -$32.9M 26 11.96% Reduced
244
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.53B -$19.2M 23 12.98% Reduced
245
WCM Investment Management
WCM Investment Management
California
$1.52B +$10.5M 4 4.47% Increased
246
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.5B +$15.6M 22 5.61% Increased
247
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.5B -$35.3M 6 9.75% Reduced
248
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$1.47B +$1.09B 3 21.25% Increased
249
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.46B +$123M 4 15.51% Increased
250
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.46B +$56.5M 19 9.68% Increased