← 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
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.45B -$334M 12 8.2% Reduced
302
H&H International Investment
H&H International Investment
California
$1.42B -$63.8M 2 8.61% Reduced
303
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.42B +$36.3M 24 4.83% Increased
304
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$1.41B +$220M 11 10.29% Increased
305
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.39B -$36.4M 8 15.38% Reduced
306
AssetMark Inc
AssetMark Inc
California
$1.36B +$72.6M 20 3.89% Increased
307
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.34B +$1.32B 14 13.68% New
308
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.3B -$51.4M 18 11.34% Reduced
309
Everett Harris & Co
Everett Harris & Co
California
$1.29B -$9.88M 6 15.97% Reduced
310
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$1.28B -$25.7M 2 15.88% Reduced
311
LBP AM
LBP AM
France
$1.27B +$850M 14 19.15% Increased
312
Waverton Investment Management
Waverton Investment Management
United Kingdom
$1.26B +$63.2M 5 20.63% Increased
313
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.26B -$226M 13 12.55% Reduced
314
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.25B +$15.1M 7 17.09% Increased
315
USS Investment Management
USS Investment Management
United Kingdom
$1.25B +$1.96M 12 9.13% Increased
316
MML Investors Services
MML Investors Services
Massachusetts
$1.25B +$58.5M 19 4.54% Increased
317
Comgest Global Investors
Comgest Global Investors
France
$1.24B +$52.5M 4 17.79% Increased
318
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23B +$46.2M 28 6.09% Increased
319
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.23B -$11.8M 4 11.67% Reduced
320
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.22B +$5.98M 19 13.79% Increased
321
Holocene Advisors
Holocene Advisors
New York
$1.22B -$335M 11 4.91% Reduced
322
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.21B -$171M 8 9.55% Reduced
323
Swiss Life Asset Management
Swiss Life Asset Management
$1.21B -$67.5M 14 13.71% Reduced
324
Rafferty Asset Management
Rafferty Asset Management
New York
$1.2B -$258M 15 4.12% Reduced
325
QRG Capital Management
QRG Capital Management
Illinois
$1.19B +$54.1M 16 12.91% Increased