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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
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.73B +$32.9M 2 12.93% Increased
277
Squarepoint
Squarepoint
New York
$1.71B +$272M 27 2.67% Increased
278
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.68B -$42M 7 6.62% Reduced
279
Harding Loevner
Harding Loevner
New Jersey
$1.67B -$45.7M 5 9.62% Reduced
280
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.66B -$53.9M 10 15.04% Reduced
281
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.66B -$419M 4 15.65% Reduced
282
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.66B -$12.9M 14 15.26% Reduced
283
Epoch Investment Partners
Epoch Investment Partners
New York
$1.63B -$149M 8 7.31% Reduced
284
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.63B +$442M 7 17.28% Increased
285
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.61B +$623M 11 8.21% Increased
286
Magellan Asset Management
Magellan Asset Management
Australia
$1.6B -$213M 4 15.92% Reduced
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.59B -$9.15M 15 10.03% Reduced
288
Amalgamated Bank
Amalgamated Bank
New York
$1.59B +$6.16M 26 13.06% Increased
289
Cresset Asset Management
Cresset Asset Management
Illinois
$1.57B +$22.1M 23 6.06% Increased
290
Jensen Investment Management
Jensen Investment Management
Oregon
$1.56B -$199M 3 13.04% Reduced
291
M&G plc
M&G plc
United Kingdom
$1.55B +$112M 12 5.58% Increased
292
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.52B -$310M 6 8.55% Reduced
293
Nissay Asset Management
Nissay Asset Management
Japan
$1.49B -$21.7M 14 9.44% Reduced
294
IFM Investors
IFM Investors
Australia
$1.48B +$176K 14 14.25% Increased
295
Czech National Bank
Czech National Bank
Czech Republic
$1.48B +$97.5M 9 14.9% Increased
296
CCM
Cantillon Capital Management
New York
$1.47B -$43.4M 3 8.99% Reduced
297
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.47B +$74.7M 19 3.43% Increased
298
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.46B -$48.9M 21 6.48% Reduced
299
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.46B +$388M 11 12.37% Increased
300
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.45B +$33.1M 7 14.81% Increased