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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
C WorldWide Group
C WorldWide Group
Denmark
$1.59B -$30.3M 3 19.7% Reduced
277
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.58B +$1.77B 16 11.73% New
278
Magellan Asset Management
Magellan Asset Management
Australia
$1.58B +$11.7M 4 19.19% Increased
279
Skye Global Management
Skye Global Management
Florida
$1.57B -$962M 2 41.72% Reduced
280
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.56B +$253M 2 13.51% Increased
281
Longview Partners
Longview Partners
Guernsey
$1.56B -$112M 3 12.57% Reduced
282
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.56B +$253M 3 18.03% Increased
283
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.55B -$179M 3 20.44% Reduced
284
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.55B +$119M 14 9.13% Increased
285
Czech National Bank
Czech National Bank
Czech Republic
$1.55B +$99.2M 9 14.16% Increased
286
Axiom Investors
Axiom Investors
Connecticut
$1.54B -$1.05B 4 14.77% Reduced
287
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.53B -$5.6M 6 15.93% Reduced
288
M&G plc
M&G plc
United Kingdom
$1.52B +$130M 11 7.29% Increased
289
Renaissance Technologies
Renaissance Technologies
New York
$1.52B +$438M 23 2.3% Increased
290
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.51B +$303M 18 6.57% Increased
291
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.49B +$499M 15 18.28% Increased
292
Nissay Asset Management
Nissay Asset Management
Japan
$1.49B +$15M 15 9.65% Increased
293
Amalgamated Bank
Amalgamated Bank
New York
$1.48B +$33.3M 25 12.67% Increased
294
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.47B -$26.3M 5 9.24% Reduced
295
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.47B -$151M 17 12.89% Reduced
296
AGF Management
AGF Management
Ontario, Canada
$1.47B +$404M 13 7.75% Increased
297
DSM Capital Partners
DSM Capital Partners
Florida
$1.46B -$88M 4 25.49% Reduced
298
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.45B +$68.7M 19 2.39% Increased
299
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$1.44B -$280M 10 9.06% Reduced
300
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.41B +$78.5M 4 12.33% Increased