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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
301
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.04B +$192M 5 9.15% Increased
302
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.03B +$42.6M 21 5.33% Increased
303
Sarasin & Partners
Sarasin & Partners
United Kingdom
$2.03B -$232M 5 21.06% Reduced
304
PTC
Provident Trust Company
Wisconsin
$2.02B -$113M 4 33.85% Reduced
305
Lido Advisors
Lido Advisors
California
$2B +$22.8M 20 5.97% Increased
306
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.99B +$20.3M 30 5.26% Increased
307
ING Group
ING Group
Netherlands
$1.97B -$1.19B 11 11.88% Reduced
308
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.97B +$182M 5 29.52% Increased
309
Tidal Investments
Tidal Investments
Wisconsin
$1.96B +$37.1M 20 4.66% Increased
310
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.96B +$155M 16 7.14% Increased
311
PensionDanmark
PensionDanmark
Denmark
$1.96B +$1.93B 16 17.78% New
312
IFM Investors
IFM Investors
Australia
$1.95B +$30.7M 16 16.28% Increased
313
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.91B +$41.3M 20 7.35% Increased
314
Altshuler Shaham
Altshuler Shaham
Israel
$1.89B +$231M 14 28.77% Increased
315
AGF Management
AGF Management
Ontario, Canada
$1.89B -$21.2M 8 8.18% Reduced
316
M&G plc
M&G plc
United Kingdom
$1.88B -$49.9M 9 9.65% Reduced
317
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.86B -$65.1M 7 15.95% Reduced
318
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$1.85B +$107M 8 18.28% Increased
319
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.85B -$71.7M 4 13.81% Reduced
320
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.84B +$3.62M 10 17.11% Increased
321
Nvidia Corp
Nvidia Corp
California
$1.84B $0 2 14.03% Maintained
322
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.83B +$70.5M 14 16.12% Increased
323
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.82B +$6.13M 16 12.71% Increased
324
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$1.82B -$40.1M 10 19.84% Reduced
325
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.79B +$23.3M 19 14.06% Increased