← 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
326
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.81B -$74.6M 16 19.58% Reduced
327
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.81B -$300M 16 10.83% Reduced
328
Axiom Investors
Axiom Investors
Connecticut
$1.8B -$162M 2 15.58% Reduced
329
Himalaya Capital Management
Himalaya Capital Management
Washington
$1.78B $0 2 47.94% Maintained
330
IEQ Capital
IEQ Capital
California
$1.77B -$439M 29 8.18% Reduced
331
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.77B +$344M 14 7.52% Increased
332
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.76B +$244M 15 13.93% Increased
333
PineBridge Investments
PineBridge Investments
New York
$1.74B -$219M 16 14.37% Reduced
334
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1.74B -$200M 21 8.01% Reduced
335
LBP AM
LBP AM
France
$1.74B +$366M 14 17.37% Increased
336
QRG Capital Management
QRG Capital Management
Illinois
$1.73B +$171M 18 14.18% Increased
337
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.7B -$14.6M 5 19.92% Reduced
338
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.68B -$41.1M 21 11.47% Reduced
339
Viking Global Investors
Viking Global Investors
Connecticut
$1.67B -$393M 3 4.76% Reduced
340
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.67B -$1.11B 12 12.51% Reduced
341
Everett Harris & Co
Everett Harris & Co
California
$1.66B -$9.54M 6 20.42% Reduced
342
M&G plc
M&G plc
United Kingdom
$1.64B -$263M 10 8.15% Reduced
343
Erste Asset Management
Erste Asset Management
Austria
$1.64B +$195M 14 12.72% Increased
344
MAI Capital Management
MAI Capital Management
Ohio
$1.6B +$314M 23 6.03% Increased
345
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.6B +$20.4M 11 8.47% Increased
346
Empower Advisory Group
Empower Advisory Group
Colorado
$1.59B +$48.1M 11 3.79% Increased
347
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.57B +$12.5M 9 16.74% Increased
348
&Partners
&Partners
Tennessee
$1.57B +$110M 23 6.43% Increased
349
PTC
Provident Trust Company
Wisconsin
$1.57B -$425M 4 32.84% Reduced
350
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.55B +$54.1M 27 12.75% Increased