← 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
301
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.49B -$31.2M 8 16.86% Reduced
302
Rafferty Asset Management
Rafferty Asset Management
New York
$1.49B +$34.4M 18 5.53% Increased
303
Squarepoint
Squarepoint
New York
$1.46B +$187M 23 2.42% Increased
304
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.46B -$48.1M 3 13.68% Reduced
305
M&G plc
M&G plc
United Kingdom
$1.45B -$74.4M 12 5.74% Reduced
306
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.44B -$56.2M 7 11.61% Reduced
307
Czech National Bank
Czech National Bank
Czech Republic
$1.43B +$102M 9 16.38% Increased
308
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.43B -$6.58M 23 5.27% Reduced
309
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$1.42B +$499M 11 22.43% Increased
310
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39B -$64.1M 17 12.51% Reduced
311
Renaissance Technologies
Renaissance Technologies
New York
$1.38B -$503M 32 2.34% Reduced
312
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.38B +$96.6M 21 3.76% Increased
313
H&H International Investment
H&H International Investment
California
$1.38B +$18.4M 2 8.27% Increased
314
Everett Harris & Co
Everett Harris & Co
California
$1.37B -$16.3M 6 17.57% Reduced
315
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$1.37B +$20.6M 2 17.72% Increased
316
AssetMark Inc
AssetMark Inc
California
$1.35B +$71.9M 19 4.19% Increased
317
Davenport & Co
Davenport & Co
Virginia
$1.34B -$47.3M 11 8.1% Reduced
318
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$1.34B +$1.26B 14 15.12% New
319
GAM
GuardCap Asset Management
United Kingdom
$1.32B -$160M 3 18.94% Reduced
320
Swiss Life Asset Management
Swiss Life Asset Management
$1.3B +$118M 14 15.39% Increased
321
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.3B -$36.2M 9 9.67% Reduced
322
USS Investment Management
USS Investment Management
United Kingdom
$1.3B +$65.4M 12 10.32% Increased
323
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.3B -$69.4M 6 18.22% Reduced
324
First Pacific Advisors
First Pacific Advisors
California
$1.28B -$8.92M 3 17.35% Reduced
325
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.28B +$31.8M 12 42.34% Increased