← All themes

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
251
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.78B +$210M 32 3.44% Increased
252
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.78B +$3.72M 22 12.19% Increased
253
Polen Capital Management
Polen Capital Management
Florida
$2.77B -$1.12B 11 23.9% Reduced
254
Scotia Capital
Scotia Capital
Ontario, Canada
$2.76B -$49.2M 14 10.32% Reduced
255
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$2.75B +$3.57M 16 13.14% Increased
256
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2.75B -$388M 19 5.04% Reduced
257
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.72B -$38.8M 18 12.02% Reduced
258
Alyeska Investment Group
Alyeska Investment Group
Illinois
$2.72B +$27.4M 16 6.99% Increased
259
Czech National Bank
Czech National Bank
Czech Republic
$2.7B +$133M 9 14.72% Increased
260
Wellcome Trust
Wellcome Trust
United Kingdom
$2.7B +$78.9M 4 29.94% Increased
261
Squarepoint
Squarepoint
New York
$2.66B -$1.14B 27 2.94% Reduced
262
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.66B +$16.6M 23 13.37% Increased
263
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.65B +$133M 14 7.33% Increased
264
ING Group
ING Group
Netherlands
$2.64B -$362M 13 12.89% Reduced
265
Skye Global Management
Skye Global Management
Florida
$2.63B -$48.1M 3 51.22% Reduced
266
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$2.63B -$439M 2 9.04% Reduced
267
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$2.61B +$77.5M 28 6.88% Increased
268
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.59B +$59.9M 8 13.01% Increased
269
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.59B +$211M 12 9.31% Increased
270
AssetMark Inc
AssetMark Inc
California
$2.56B +$131M 25 4.41% Increased
271
M&T Bank
M&T Bank
New York
$2.56B -$36.5M 21 7.51% Reduced
272
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.53B +$295M 30 7.74% Increased
273
SA
Situational Awareness
California
$2.5B +$1.18B 4 12.36% Increased
274
Renaissance Technologies
Renaissance Technologies
New York
$2.5B +$1.59B 24 3.44% Increased
275
Woodline Partners
Woodline Partners
California
$2.47B -$178M 16 7.64% Reduced