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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
M&T Bank
M&T Bank
New York
$2.55B -$167M 17 8.57% Reduced
252
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$2.52B +$30M 15 16.28% Increased
253
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$2.52B +$160M 11 10.86% Increased
254
Tredje AP-fonden
Tredje AP-fonden
Sweden
$2.46B -$233M 9 19.72% Reduced
255
Commerce Bank
Commerce Bank
Missouri
$2.44B -$19.9M 17 13.56% Reduced
256
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$2.41B +$882M 7 10.37% Increased
257
WCM Investment Management
WCM Investment Management
California
$2.4B -$37.2M 6 5% Reduced
258
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$2.39B +$529M 6 24.91% Increased
259
Alyeska Investment Group
Alyeska Investment Group
Illinois
$2.38B +$467M 15 7.21% Increased
260
Wellcome Trust
Wellcome Trust
United Kingdom
$2.38B $0 4 25.88% Maintained
261
Czech National Bank
Czech National Bank
Czech Republic
$2.37B +$99.8M 9 16.35% Increased
262
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$2.35B -$118M 9 16.78% Reduced
263
Skye Global Management
Skye Global Management
Florida
$2.33B +$277M 3 46.71% Increased
264
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$2.31B +$141M 5 18.54% Increased
265
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$2.29B -$94.5M 12 32.57% Reduced
266
Comerica Bank
Comerica Bank
Texas
$2.28B -$93.9M 24 8.59% Reduced
267
Appaloosa LP
Appaloosa LP
New Jersey
$2.28B -$202M 4 30.87% Reduced
268
Jones Financial Companies
Jones Financial Companies
Missouri
$2.28B +$273M 30 1.55% Increased
269
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.27B -$26.4M 13 19.89% Reduced
270
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$2.27B -$74.8M 17 10.94% Reduced
271
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.26B -$21.4M 16 11.33% Reduced
272
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.26B -$118M 20 8.8% Reduced
273
AssetMark Inc
AssetMark Inc
California
$2.21B +$168M 24 4.73% Increased
274
Xponance
Xponance
Pennsylvania
$2.18B -$64.9M 19 17.29% Reduced
275
PineBridge Investments
PineBridge Investments
New York
$2.17B +$138M 18 16.14% Increased