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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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.02B -$285M 11 7.19% Reduced
277
WCM Investment Management
WCM Investment Management
California
$2.02B +$71.7M 5 4.6% Increased
278
USS Investment Management
USS Investment Management
United Kingdom
$2.01B +$153M 12 7.86% Increased
279
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$2.01B -$185M 8 12.77% Reduced
280
AustralianSuper
AustralianSuper
Australia
$2B -$849M 9 10.45% Reduced
281
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.98B +$186M 29 7.12% Increased
282
Nissay Asset Management
Nissay Asset Management
Japan
$1.97B +$70.7M 15 10.43% Increased
283
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96B +$7.26M 17 10% Increased
284
OP Asset Management
OP Asset Management
$1.96B +$921M 16 16.96% Increased
285
Viking Global Investors
Viking Global Investors
Connecticut
$1.96B -$714M 5 5.48% Reduced
286
TCW Group
TCW Group
California
$1.92B -$46.7M 18 14.41% Reduced
287
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.9B +$1.09B 9 10.11% Increased
288
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.88B -$21.8M 16 17.49% Reduced
289
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$1.87B +$225M 7 19.91% Increased
290
Appaloosa LP
Appaloosa LP
New Jersey
$1.86B +$31.2M 4 31.43% Increased
291
IEQ Capital
IEQ Capital
California
$1.86B +$130M 27 8.66% Increased
292
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.85B -$73.4M 18 9.1% Reduced
293
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.84B -$591M 4 17.32% Reduced
294
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.84B -$11.4M 5 8.44% Reduced
295
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.83B +$67.9M 17 11.77% Increased
296
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.82B +$309M 5 15.35% Increased
297
AGF Management
AGF Management
Ontario, Canada
$1.78B +$112M 8 7.96% Increased
298
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.78B -$2.28B 7 40.95% Reduced
299
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$1.77B -$62.6M 6 19.23% Reduced
300
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.75B -$44.3M 29 6.32% Reduced