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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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.27B +$43.3M 19 5.92% Increased
252
Första AP-fonden
Första AP-fonden
Sweden
$2.24B +$39.7M 15 14.72% Increased
253
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$2.21B -$46.9M 8 17.09% Reduced
254
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.19B $0 1 0.85% Maintained
255
Commerce Bank
Commerce Bank
Missouri
$2.18B -$36.7M 17 12.9% Reduced
256
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$2.18B +$9.71M 15 15.2% Increased
257
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$2.17B -$35.8M 12 31.54% Reduced
258
Comerica Bank
Comerica Bank
Texas
$2.14B +$5.71M 24 8.3% Increased
259
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.13B -$304M 15 8.37% Reduced
260
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$2.13B +$58.5M 16 31.08% Increased
261
Wellcome Trust
Wellcome Trust
United Kingdom
$2.11B $0 4 24.31% Maintained
262
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.1B +$112M 17 8.98% Increased
263
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$2.1B +$306M 12 10.42% Increased
264
Sarasin & Partners
Sarasin & Partners
United Kingdom
$2.06B -$17.5M 4 20.46% Reduced
265
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$2.05B +$1.79B 16 10.39% New
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.05B +$122M 14 10.84% Increased
267
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$2.04B +$5.42M 16 19.51% Increased
268
Skye Global Management
Skye Global Management
Florida
$2.04B +$144M 2 35.43% Increased
269
Czech National Bank
Czech National Bank
Czech Republic
$2.03B +$108M 9 15.84% Increased
270
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.03B +$88.9M 2 14.43% Increased
271
TCW Group
TCW Group
California
$2.02B -$2.9M 9 15.86% Reduced
272
Xponance
Xponance
Pennsylvania
$2.02B -$16.9M 19 16.9% Reduced
273
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2B -$11M 13 17.67% Reduced
274
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.95B +$15.8M 16 13.44% Increased
275
Appaloosa LP
Appaloosa LP
New Jersey
$1.94B -$396M 5 30.1% Reduced