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 |
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
| $1.17B | -$408K | 7 | 7.28% | Reduced |
|
| 252 |
GGHC
Gilder Gagnon Howe & Co
New York
| $1.14B | -$17.1M | 9 | 8.88% | Reduced |
|
| 253 |
VMV
Venrock Management V
Palo Alto,
California
| $1.13B | +$877M | 1 | 95% | New |
|
| 254 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $1.12B | +$105M | 17 | 12.82% | Increased |
|
| 255 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $1.12B | +$18.1M | 12 | 12.14% | Increased |
|
| 256 |
M&T Bank
Buffalo,
New York
| $1.12B | -$15.2M | 15 | 5.99% | Reduced |
|
| 257 |
Point72 Asset Management
Stamford,
Connecticut
| $1.12B | +$304M | 10 | 7.28% | Increased |
|
| 258 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $1.11B | -$78.3M | 13 | 11.7% | Reduced |
|
| 259 |
Fjarde Ap-fonden
Stockholm,
Sweden
| $1.11B | +$36.5M | 12 | 13.89% | Increased |
|
| 260 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $1.1B | -$184M | 20 | 6.73% | Reduced |
|
| 261 |
Nomura Holdings
Tokyo,
Japan
| $1.06B | -$981M | 15 | 3.69% | Reduced |
|
| 262 |
Factory Mutual Insurance
Waltham,
Massachusetts
| $1.06B | -$127M | 5 | 18.18% | Reduced |
|
| 263 |
Maverick Capital
Dallas,
Texas
| $1.06B | -$18.4M | 7 | 22.27% | Reduced |
|
| 264 |
Third Point
New York
| $1.01B | +$404M | 2 | 13.84% | Increased |
|
| 265 |
Commerce Bank
Kansas City,
Missouri
| $1.01B | +$55.6M | 14 | 9.85% | Increased |
|
| 266 |
MetLife Investment Management
Whippany,
New Jersey
| $996M | +$7.23M | 14 | 11.32% | Increased |
|
| 267 |
Comerica Bank
Dallas,
Texas
| $992M | +$32.6M | 20 | 7.64% | Increased |
|
| 268 |
Millennium Management
New York
| $985M | +$318M | 25 | 1.35% | Increased |
|
| 269 |
Gulf International Bank (UK)
London,
United Kingdom
| $983M | +$7.81M | 13 | 15.06% | Increased |
|
| 270 |
Skye Global Management
West Palm Beach,
Florida
| $979M | +$7.7M | 5 | 38.11% | Increased |
|
| 271 |
Guggenheim Capital
Chicago,
Illinois
| $961M | +$182M | 16 | 7.44% | Increased |
|
| 272 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| $958M | -$99.4M | 3 | 32.17% | Reduced |
|
| 273 |
BAMCO Inc
New York
| $933M | +$133M | 8 | 3.37% | Increased |
|
| 274 |
Troy Asset Management
London,
United Kingdom
| $930M | +$1.65M | 2 | 26.09% | Increased |
|
| 275 |
Carmignac Gestion
Paris,
France
| $929M | -$10.9M | 5 | 12.84% | Reduced |
|