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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
251
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$2.04B +$42M 3 21.39% Increased
252
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.02B -$46.1M 16 7.19% Reduced
253
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$2.01B -$30.6M 3 20.32% Reduced
254
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.01B -$136M 26 4.63% Reduced
255
UniSuper Management
UniSuper Management
Australia
$2B +$219M 16 16.61% Increased
256
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.99B +$89.5M 15 12.01% Increased
257
Comerica Bank
Comerica Bank
Texas
$1.99B +$2.95M 26 8.28% Increased
258
Longview Partners
Longview Partners
Guernsey
$1.99B -$381M 3 14.74% Reduced
259
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.98B -$47.2M 10 9.3% Reduced
260
Scotia Capital
Scotia Capital
Ontario, Canada
$1.94B +$30M 11 11.39% Increased
261
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.94B -$326M 21 6.25% Reduced
262
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.94B -$10.5M 6 11.25% Reduced
263
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.93B -$990M 1 0.69% Reduced
264
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.91B +$114M 17 10.9% Increased
265
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.91B +$336M 4 37.6% Increased
266
Magellan Asset Management
Magellan Asset Management
Australia
$1.9B -$183M 4 18.13% Reduced
267
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.89B +$13.3M 27 1.86% Increased
268
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.88B +$359M 15 9.84% Increased
269
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.87B +$269M 20 9.95% Increased
270
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.87B -$22.8M 16 18.04% Reduced
271
Jensen Investment Management
Jensen Investment Management
Oregon
$1.87B -$240M 3 15.27% Reduced
272
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.85B +$261M 12 11.6% Increased
273
Första AP-fonden
Första AP-fonden
Sweden
$1.85B -$145M 14 16.43% Reduced
274
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.85B -$87.1M 5 17.9% Reduced
275
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.85B -$8.28M 13 17.01% Reduced