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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
DZ Bank
DZ Bank
Germany
$8.09B +$81M 14 12.69% Increased
77
Iconiq Capital
Iconiq Capital
California
$8.09B +$29.4M 7 53.02% Increased
78
Tiger Global Management
Tiger Global Management
New York
$7.65B +$97.4M 9 14.24% Increased
79
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$7.57B +$329M 4 34.83% Increased
80
Brown Advisory
Brown Advisory
Maryland
$7.52B +$55M 18 11.34% Increased
81
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.08B +$587M 30 1% Increased
82
Raymond James & Associates
Raymond James & Associates
Florida
$7.07B +$290M 27 6.43% Increased
83
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$6.89B -$1.72B 5 53.83% Reduced
84
Harris Associates
Harris Associates
Illinois
$6.89B +$203M 6 10.97% Increased
85
National Pension Service
National Pension Service
South Korea
$6.84B +$87.7M 13 13% Increased
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.76B -$187M 22 12.77% Reduced
87
GQG Partners
GQG Partners
Florida
$6.72B +$1.66B 5 19.76% Increased
88
Sanders Capital
Sanders Capital
Florida
$6.58B -$435M 3 14.91% Reduced
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.56B -$287M 12 13.7% Reduced
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.33B -$60.2M 31 5.74% Reduced
91
Artisan Partners
Artisan Partners
Wisconsin
$6.3B +$485M 10 7.51% Increased
92
APG Asset Management
APG Asset Management
Netherlands
$6.28B -$534M 17 10.67% Reduced
93
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.21B -$497M 4 24.11% Reduced
94
Bessemer Group
Bessemer Group
New Jersey
$6.04B -$25.7M 17 13.1% Reduced
95
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.02B +$37.1M 17 13.82% Increased
96
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.01B -$135M 19 12.13% Reduced
97
Flossbach Von Storch
Flossbach Von Storch
Germany
$5.96B -$47.4M 6 17.86% Reduced
98
AQR Capital Management
AQR Capital Management
Connecticut
$5.83B -$1.02B 20 10.08% Reduced
99
Aberdeen Group
Aberdeen Group
United Kingdom
$5.81B -$875M 15 12.72% Reduced
100
Fred Alger Management
Fred Alger Management
New York
$5.79B -$96.3M 12 13.66% Reduced