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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
Clear Street
Clear Street
New York
$1.91B +$167M 6 21.73% Increased
252
Scotia Capital
Scotia Capital
Ontario, Canada
$1.91B +$55.4M 10 10.24% Increased
253
Comerica Bank
Comerica Bank
Texas
$1.91B -$20.1M 24 7.54% Reduced
254
Wellcome Trust
Wellcome Trust
United Kingdom
$1.91B -$33.5M 4 23.21% Reduced
255
Renaissance Technologies
Renaissance Technologies
New York
$1.9B +$543M 27 2.86% Increased
256
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.89B +$73.6M 4 33.44% Increased
257
Citadel Advisors
Citadel Advisors
Florida
$1.89B -$1.45B 36 0.36% Reduced
258
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.88B +$91.9M 20 8.68% Increased
259
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.87B +$87.8M 16 18.57% Increased
260
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.86B $0 1 0.7% Maintained
261
C WorldWide Group
C WorldWide Group
Denmark
$1.86B -$190M 3 19.34% Reduced
262
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.86B +$52.5M 27 1.65% Increased
263
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.86B -$48.5M 3 18.75% Reduced
264
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.85B -$290M 6 5.89% Reduced
265
Viking Global Investors
Viking Global Investors
Connecticut
$1.85B -$848M 3 6.73% Reduced
266
TCW Group
TCW Group
California
$1.83B +$72M 9 15.96% Increased
267
Aristotle Capital Management
Aristotle Capital Management
California
$1.82B -$220M 3 3.31% Reduced
268
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.79B -$133M 15 10.72% Reduced
269
PineBridge Investments
PineBridge Investments
New York
$1.77B -$207M 18 13.3% Reduced
270
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.77B +$48.4M 13 15.77% Increased
271
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.75B -$39.8M 5 9.8% Reduced
272
DSM Capital Partners
DSM Capital Partners
Florida
$1.75B -$205M 7 26.73% Reduced
273
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.75B -$10.9M 6 16.44% Reduced
274
Xponance
Xponance
Pennsylvania
$1.74B +$10.9M 19 16.84% Increased
275
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.74B -$267M 6 14.77% Reduced