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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
351
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.2B -$133M 5 14.22% Reduced
352
BI
BlueSpruce Investments
Illinois
$1.19B +$189M 3 24.28% Increased
353
First Pacific Advisors
First Pacific Advisors
California
$1.19B -$43.2M 3 17.04% Reduced
354
H&H International Investment
H&H International Investment
California
$1.18B -$229M 2 8.13% Reduced
355
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.18B -$518M 12 4.42% Reduced
356
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.17B -$6.18M 6 10.02% Reduced
357
Zacks Investment Management
Zacks Investment Management
Illinois
$1.17B -$33M 13 10.86% Reduced
358
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.17B +$1.13B 26 11.34% New
359
Guggenheim Capital
Guggenheim Capital
Illinois
$1.16B -$39.6M 18 9.38% Reduced
360
Empower Advisory Group
Empower Advisory Group
Colorado
$1.14B -$76.7M 11 3.85% Reduced
361
Bridges Investment Management
Bridges Investment Management
Nebraska
$1.14B -$23M 6 15.91% Reduced
362
Banque Transatlantique
Banque Transatlantique
France
$1.14B +$1.17B 9 28.93% New
363
New York Life Investment Management
New York Life Investment Management
New York
$1.13B +$18.3M 14 11.07% Increased
364
Renaissance Technologies
Renaissance Technologies
New York
$1.13B -$825M 23 1.67% Reduced
365
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$1.12B -$45M 5 20.94% Reduced
366
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.12B -$188M 8 8.48% Reduced
367
Jefferies Financial Group
Jefferies Financial Group
New York
$1.11B +$998M 14 6.67% Increased
368
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.11B -$32.5M 6 12.01% Reduced
369
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$1.09B -$127M 5 13.52% Reduced
370
Cresset Asset Management
Cresset Asset Management
Illinois
$1.09B -$590M 20 5.18% Reduced
371
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.08B -$42.2M 14 12.12% Reduced
372
Stockbridge Partners
Stockbridge Partners
Massachusetts
$1.08B +$27.7M 2 23.01% Increased
373
Verition Fund Management
Verition Fund Management
Connecticut
$1.08B +$419M 28 4.28% Increased
374
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.08B -$63.2M 4 12.21% Reduced
375
John W. Bristol & Co
John W. Bristol & Co
New York
$1.07B -$24M 5 17.62% Reduced