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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
276
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.1B -$89.3M 5 14.89% Reduced
277
Troy Asset Management
Troy Asset Management
United Kingdom
$1.1B +$18.7M 2 22.39% Increased
278
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.09B +$132M 6 12.06% Increased
279
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$1.08B +$925M 16 10.55% Increased
280
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.07B -$25.3M 12 10.8% Reduced
281
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.07B -$47.2M 15 10.09% Reduced
282
Rathbones Group
Rathbones Group
United Kingdom
$1.06B +$36.9M 10 15.08% Increased
283
Guggenheim Capital
Guggenheim Capital
Illinois
$1.06B -$23M 18 6.63% Reduced
284
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$1.06B -$64.1M 16 13.84% Reduced
285
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06B -$22.2M 19 10.56% Reduced
286
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.05B +$47.2M 21 5.09% Increased
287
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04B +$8.83M 14 11.67% Increased
288
Comerica Bank
Comerica Bank
Texas
$1.04B -$45.8M 22 6.61% Reduced
289
CCM
Cantillon Capital Management
New York
$1.03B -$4.56M 3 7.7% Reduced
290
Railway Pension Investments
Railway Pension Investments
United Kingdom
$1.02B +$72.1M 12 9.84% Increased
291
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.02B -$2.15M 14 7.8% Reduced
292
VMV
Venrock Management V
California
$1.01B -$769M 1 95.63% Reduced
293
Capital International Inc
Capital International Inc
California
$1.01B +$10.8M 6 9.38% Increased
294
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$1.01B -$311M 3 11.07% Reduced
295
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1B +$11.9M 9 7.06% Increased
296
Axiom Investors
Axiom Investors
Connecticut
$995M -$454M 5 15.68% Reduced
297
Maverick Capital
Maverick Capital
Texas
$990M -$5.09M 11 15.86% Reduced
298
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$987M +$951M 13 18.35% New
299
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$977M -$21.9M 16 6.85% Reduced
300
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$970M -$2.43B 6 14.3% Reduced