← All themes

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
276
Coatue Management
Coatue Management
New York
$922M -$814M 3 8.12% Reduced
277
Marshall Wace
Marshall Wace
United Kingdom
$916M +$118M 12 6.42% Increased
278
Arizona State Retirement System
Arizona State Retirement System
Arizona
$902M +$162M 20 12.72% Increased
279
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$902M +$22.7M 13 12.44% Increased
280
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$893M -$40.6M 13 8.28% Reduced
281
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$874M +$22.4M 15 5.52% Increased
282
TCW Group
TCW Group
California
$872M -$64M 9 10.17% Reduced
283
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$870M -$71.3M 19 10.35% Reduced
284
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$867M -$21.8M 6 14.72% Reduced
285
CCM
Cantillon Capital Management
New York
$858M +$7.57M 3 7.46% Increased
286
MG
Meritage Group
California
$855M -$112M 3 18.06% Reduced
287
Capital International Inc
Capital International Inc
California
$853M -$56.6M 7 10.4% Reduced
288
Yacktman Asset Management
Yacktman Asset Management
Texas
$850M -$249M 3 13.55% Reduced
289
HA
HHLR Advisors
Cayman Islands
$848M +$406M 1 7.75% Increased
290
Rathbones Group
Rathbones Group
United Kingdom
$846M +$112M 10 17.17% Increased
291
KCM
Kensico Capital Management
Connecticut
$844M -$84.7M 4 17.71% Reduced
292
DFO
Duquesne Family Office
New York
$843M -$167M 5 25.8% Reduced
293
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$841M +$74.4M 9 13.42% Increased
294
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$838M +$61.4M 9 7.17% Increased
295
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$830M -$8.66M 12 9.79% Reduced
296
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$825M +$208M 13 8.19% Increased
297
Farallon Capital Management
Farallon Capital Management
California
$823M -$195M 3 6.59% Reduced
298
Railway Pension Investments
Railway Pension Investments
United Kingdom
$820M +$153M 12 9.19% Increased
299
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$815M +$18.5M 6 10.64% Increased
300
M&G Investment Management
M&G Investment Management
United Kingdom
$810M +$29.3M 13 8.58% Increased