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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
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.02B -$246M 15 12.22% Reduced
352
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.01B -$418K 25 10.25% Reduced
353
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$1.01B -$38.4M 7 24.13% Reduced
354
Carmignac Gestion
Carmignac Gestion
France
$1.01B -$37M 6 16.6% Reduced
355
Verition Fund Management
Verition Fund Management
Connecticut
$1B +$59.3M 23 4.67% Increased
356
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$986M +$198M 3 19.58% Increased
357
Empower Advisory Group
Empower Advisory Group
Colorado
$986M +$5.5M 11 3.22% Increased
358
Zacks Investment Management
Zacks Investment Management
Illinois
$982M -$55M 13 9.17% Reduced
359
Rafferty Asset Management
Rafferty Asset Management
New York
$977M -$205M 15 4.16% Reduced
360
New York Life Investment Management
New York Life Investment Management
New York
$977M -$10.2M 14 9.95% Reduced
361
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$975M -$126M 2 13.76% Reduced
362
Troy Asset Management
Troy Asset Management
United Kingdom
$969M +$141M 2 26.53% Increased
363
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$969M +$32.5M 14 10.99% Increased
364
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$967M +$42M 15 17.05% Increased
365
Ossiam
Ossiam
France
$962M +$263M 16 13.44% Increased
366
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$959M -$981K 6 11.13% Reduced
367
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$955M -$386M 7 5.75% Reduced
368
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$951M -$38.9M 8 8.18% Reduced
369
NewEdge Advisors
NewEdge Advisors
Louisiana
$950M +$43.2M 31 5.64% Increased
370
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$945M +$1.06B 15 13.99% New
371
Stockbridge Partners
Stockbridge Partners
Massachusetts
$944M -$10.2M 2 20.89% Reduced
372
Banque Transatlantique
Banque Transatlantique
France
$942M -$122M 10 28.47% Reduced
373
Bridges Investment Management
Bridges Investment Management
Nebraska
$940M -$43.4M 7 13.56% Reduced
374
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$936M +$47.9M 33 3.73% Increased
375
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$922M -$394M 8 2.84% Reduced