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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
TD Asset Management
TD Asset Management
Ontario, Canada
$8.14B +$105M 18 8.45% Increased
77
Tiger Global Management
Tiger Global Management
New York
$7.97B +$279M 9 15.31% Increased
78
Brown Advisory
Brown Advisory
Maryland
$7.8B -$17.1M 17 11.51% Reduced
79
Citigroup
Citigroup
New York
$7.72B -$1.09B 32 4.56% Reduced
80
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$7.24B -$447M 4 34.35% Reduced
81
Raymond James & Associates
Raymond James & Associates
Florida
$7.2B +$53.3M 28 6.47% Increased
82
Sanders Capital
Sanders Capital
Florida
$7.13B +$201M 2 16.18% Increased
83
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$7.11B -$1.14B 4 56.98% Reduced
84
Harris Associates
Harris Associates
Illinois
$7.06B -$20.8M 6 11.25% Reduced
85
National Pension Service
National Pension Service
South Korea
$6.99B -$31.6M 13 13.31% Reduced
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.77B -$165M 22 13.19% Reduced
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.53B -$210M 12 13.79% Reduced
88
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.41B -$145M 32 5.93% Reduced
89
GQG Partners
GQG Partners
Florida
$6.18B -$640M 5 16.9% Reduced
90
Bessemer Group
Bessemer Group
New Jersey
$6.17B +$82.5M 21 13.16% Increased
91
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.15B -$237M 5 24.13% Reduced
92
Flossbach Von Storch
Flossbach Von Storch
Germany
$6.13B -$15.2M 6 17.86% Reduced
93
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.1B -$103M 19 12.71% Reduced
94
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.1B -$20.1M 15 14.18% Reduced
95
Aberdeen Group
Aberdeen Group
United Kingdom
$5.91B -$88.3M 17 13.32% Reduced
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.91B +$25.9M 11 11.63% Increased
97
APG Asset Management
APG Asset Management
Netherlands
$5.85B -$532M 16 10.39% Reduced
98
Fred Alger Management
Fred Alger Management
New York
$5.67B -$173M 11 13.52% Reduced
99
Victory Capital Management
Victory Capital Management
Texas
$5.65B -$45.3M 23 5.54% Reduced
100
Russell Investments Group
Russell Investments Group
United Kingdom
$5.64B +$76.8M 27 9.53% Increased