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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
76
Brown Advisory
Brown Advisory
Maryland
$6.37B +$133M 17 11.3% Increased
77
Tiger Global Management
Tiger Global Management
New York
$6.25B -$851M 8 16% Reduced
78
AQR Capital Management
AQR Capital Management
Connecticut
$6.01B -$722M 20 10.66% Reduced
79
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.98B -$197M 12 13.05% Reduced
80
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.96B -$63.9M 22 12.1% Reduced
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.93B -$667M 24 5.31% Reduced
82
DZ Bank
DZ Bank
Germany
$5.88B +$11.5M 12 11.86% Increased
83
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$5.86B -$81.9M 8 12.35% Reduced
84
TD Asset Management
TD Asset Management
Ontario, Canada
$5.85B +$16.2M 17 7.1% Increased
85
Millennium Management
Millennium Management
New York
$5.81B +$4.33B 30 4.19% Increased
86
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.79B -$41.7M 5 24.15% Reduced
87
Sanders Capital
Sanders Capital
Florida
$5.76B -$520M 3 15.2% Reduced
88
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.72B +$151M 4 31.61% Increased
89
Aberdeen Group
Aberdeen Group
United Kingdom
$5.71B -$239M 17 13.92% Reduced
90
Artisan Partners
Artisan Partners
Wisconsin
$5.68B -$245M 10 6.93% Reduced
91
Raymond James & Associates
Raymond James & Associates
Florida
$5.57B +$27M 28 6.11% Increased
92
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.4B -$185M 21 10.88% Reduced
93
National Pension Service
National Pension Service
South Korea
$5.34B +$75.8M 12 12.18% Increased
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.33B -$74.2M 28 5.38% Reduced
95
Fred Alger Management
Fred Alger Management
New York
$5.33B -$696M 8 13.86% Reduced
96
Bessemer Group
Bessemer Group
New Jersey
$5.3B -$206M 16 13.94% Reduced
97
Canada Life
Canada Life
Manitoba, Canada
$5.18B +$234M 25 9.75% Increased
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.08B -$285M 21 11.53% Reduced
99
Russell Investments Group
Russell Investments Group
United Kingdom
$5.03B -$474M 25 9.96% Reduced
100
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.98B -$146M 16 13.16% Reduced