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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
376
QRG Capital Management
QRG Capital Management
Illinois
$1.29B -$426M 16 15.64% Reduced
377
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.29B -$25.9M 7 12.55% Reduced
378
GGHC
Gilder Gagnon Howe & Co
New York
$1.28B -$41.3M 9 13.09% Reduced
379
Bridges Investment Management
Bridges Investment Management
Nebraska
$1.28B -$19.3M 7 16.34% Reduced
380
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.27B +$425M 13 4.22% Increased
381
First Pacific Advisors
First Pacific Advisors
California
$1.27B -$37.4M 3 17.49% Reduced
382
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$1.27B +$258M 8 12.44% Increased
383
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.26B -$25.7M 18 12.91% Reduced
384
Jensen Investment Management
Jensen Investment Management
Oregon
$1.26B -$149M 3 15.67% Reduced
385
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$1.26B +$9.72M 26 8.22% Increased
386
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$1.26B +$11.9M 8 17.27% Increased
387
Viking Global Investors
Viking Global Investors
Connecticut
$1.26B +$384M 1 3.27% Increased
388
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.26B +$211M 10 4.22% Increased
389
Voyager Global Management
Voyager Global Management
New York
$1.25B -$9.3M 3 36.65% Reduced
390
Carmignac Gestion
Carmignac Gestion
France
$1.25B -$125M 4 18.58% Reduced
391
Achmea Investment Management
Achmea Investment Management
Netherlands
$1.25B -$10.9M 10 15.5% Reduced
392
Regions Financial Corp
Regions Financial Corp
Alabama
$1.25B +$261K 11 8.11% Increased
393
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.24B -$833M 2 9.05% Reduced
394
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.23B +$90.1M 24 5.62% Increased
395
Lazard Frères Gestion
Lazard Frères Gestion
France
$1.23B +$14.9M 7 23.37% Increased
396
LSV Asset Management
LSV Asset Management
Illinois
$1.22B +$427M 13 2.69% Increased
397
Himalaya Capital Management
Himalaya Capital Management
Washington
$1.22B $0 2 37.62% Maintained
398
Banco Santander
Banco Santander
Spain
$1.21B +$87.7M 11 10.76% Increased
399
Saturna Capital
Saturna Capital
Washington
$1.2B -$297K 6 15.49% Reduced
400
MAI Capital Management
MAI Capital Management
Ohio
$1.2B +$2.32M 27 7.45% Increased