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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
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.71B -$26.4M 9 14.42% Reduced
252
Första AP-fonden
Första AP-fonden
Sweden
$2.71B -$24M 15 16.13% Reduced
253
Macquarie Group
Macquarie Group
Australia
$2.64B -$6.6B 18 11.55% Reduced
254
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$2.62B +$139M 5 19.24% Increased
255
Life Cycle Investment Partners
Life Cycle Investment Partners
$2.62B +$2.59B 4 18.3% New
256
Wellcome Trust
Wellcome Trust
United Kingdom
$2.62B $0 4 28.08% Maintained
257
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.6B -$159M 11 10.05% Reduced
258
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.59B -$224M 3 26.54% Reduced
259
Czech National Bank
Czech National Bank
Czech Republic
$2.58B +$95.6M 9 16.75% Increased
260
Commerce Bank
Commerce Bank
Missouri
$2.57B -$12.3M 17 14.21% Reduced
261
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$2.55B +$396M 14 15.17% Increased
262
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.55B +$278M 24 3.88% Increased
263
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$2.54B +$699M 3 27.65% Increased
264
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$2.53B +$631M 9 15.1% Increased
265
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.53B -$237M 10 10.52% Reduced
266
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.49B -$17.7M 14 22.53% Reduced
267
Skye Global Management
Skye Global Management
Florida
$2.47B +$48.5M 3 45.48% Increased
268
AssetMark Inc
AssetMark Inc
California
$2.45B +$97.8M 25 5% Increased
269
WCM Investment Management
WCM Investment Management
California
$2.4B -$12.9M 5 4.94% Reduced
270
Boston Partners
Boston Partners
Massachusetts
$2.4B -$970M 9 2.48% Reduced
271
Farallon Capital Management
Farallon Capital Management
California
$2.36B +$283M 3 10.2% Increased
272
Xponance
Xponance
Pennsylvania
$2.35B +$77.5M 22 17.61% Increased
273
Tredje AP-fonden
Tredje AP-fonden
Sweden
$2.34B -$282M 10 17.65% Reduced
274
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.3B -$68.3M 17 11.64% Reduced
275
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$2.29B +$213M 15 12.08% Increased