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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
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.81B +$104M 8 14.65% Increased
252
Commerce Bank
Commerce Bank
Missouri
$1.8B -$15M 17 11.51% Reduced
253
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.8B -$61.9M 16 11.08% Reduced
254
Citadel Advisors
Citadel Advisors
Florida
$1.79B -$688M 36 0.34% Reduced
255
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.78B -$260M 19 5.06% Reduced
256
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.78B -$156M 12 13.76% Reduced
257
Första AP-fonden
Första AP-fonden
Sweden
$1.78B -$44.4M 15 13.45% Reduced
258
Altshuler Shaham
Altshuler Shaham
Israel
$1.75B +$376M 8 42.52% Increased
259
Wellcome Trust
Wellcome Trust
United Kingdom
$1.75B $0 4 21.88% Maintained
260
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.75B +$83.5M 10 16.33% Increased
261
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$1.73B -$11.1M 12 33.39% Reduced
262
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.71B -$53.8M 10 6.1% Reduced
263
Comerica Bank
Comerica Bank
Texas
$1.71B -$20.4M 24 7.19% Reduced
264
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.69B -$41.5M 4 18.27% Reduced
265
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.68B -$60.3M 17 9.05% Reduced
266
Pershing Square Capital Management
Pershing Square Capital Management
New York
$1.67B -$142M 2 14.03% Reduced
267
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.66B +$60.8M 16 17.13% Increased
268
TCW Group
TCW Group
California
$1.66B -$43.3M 8 14.87% Reduced
269
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.66B -$518M 11 3.79% Reduced
270
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.65B +$580M 9 6.59% Increased
271
Xponance
Xponance
Pennsylvania
$1.65B -$16.6M 19 15.91% Reduced
272
AIM
Allen Investment Management
New York
$1.64B -$84M 11 19.1% Reduced
273
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62B -$1.23M 13 15.79% Reduced
274
PineBridge Investments
PineBridge Investments
New York
$1.6B -$12.6M 19 12.69% Reduced
275
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.59B +$75.3M 12 8% Increased