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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
Bessemer Group
Bessemer Group
New Jersey
$6.51B +$13.3M 23 13.81% Increased
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.31B -$126M 35 5.38% Reduced
78
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.31B +$33.7M 20 13.17% Increased
79
TCI Fund Management
TCI Fund Management
United Kingdom
$6.27B -$1.66B 2 18.63% Reduced
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.14B +$840M 35 1.25% Increased
81
Silver Lake Group
Silver Lake Group
California
$6.04B $0 2 40.82% Maintained
82
Aberdeen Group
Aberdeen Group
United Kingdom
$6.04B +$60.2M 18 14.06% Increased
83
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.03B +$128M 23 12.23% Increased
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6B -$223M 13 13.51% Reduced
85
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.96B -$49.7M 14 13.03% Reduced
86
Macquarie Group
Macquarie Group
Australia
$5.94B +$118M 22 6.79% Increased
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.91B -$212M 24 13.1% Reduced
88
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$5.77B $0 6 5.67% Maintained
89
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.72B +$2.6B 28 10.47% Increased
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.71B +$79.1M 11 12.4% Increased
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.67B -$2.3B 27 2.51% Reduced
92
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.65B -$343K 21 12.69% Reduced
93
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.6B -$702M 6 25.14% Reduced
94
Parnassus Investments
Parnassus Investments
California
$5.55B -$231M 6 12.89% Reduced
95
APG Asset Management
APG Asset Management
Netherlands
$5.54B +$14.2M 18 11.17% Increased
96
Sands Capital Management
Sands Capital Management
Virginia
$5.44B +$304M 6 16.88% Increased
97
Russell Investments Group
Russell Investments Group
United Kingdom
$5.33B +$21M 29 10.28% Increased
98
Stifel Financial
Stifel Financial
Missouri
$5.27B -$173M 25 7.21% Reduced
99
Victory Capital Management
Victory Capital Management
Texas
$5.23B -$220M 28 5.75% Reduced
100
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.2B -$126M 25 11.12% Reduced