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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
Citigroup
Citigroup
New York
$7.42B +$511M 32 5.23% Increased
77
Bessemer Group
Bessemer Group
New Jersey
$7.2B +$52.7M 21 14.03% Increased
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.92B -$51.1M 32 5.43% Reduced
79
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.65B -$53.1M 23 13.16% Reduced
80
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$6.59B +$871M 20 8.33% Increased
81
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.55B +$15.7M 25 13.66% Increased
82
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$6.41B -$29.7M 22 13.16% Reduced
83
TCI Fund Management
TCI Fund Management
United Kingdom
$6.41B +$3.81B 3 17.82% Increased
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.31B -$189M 12 14.1% Reduced
85
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.31B -$133M 17 13.37% Reduced
86
Macquarie Group
Macquarie Group
Australia
$6.3B -$311M 21 7.28% Reduced
87
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$6.23B -$236M 5 5.99% Reduced
88
Pictet Asset Management
Pictet Asset Management
Switzerland
$6.23B +$186M 24 6.87% Increased
89
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.15B -$225M 20 16.32% Reduced
90
Jane Street
Jane Street
New York
$6.13B +$3.17B 35 1.6% Increased
91
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.07B -$3M 5 25.16% Reduced
92
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.04B -$353M 10 12.5% Reduced
93
Russell Investments Group
Russell Investments Group
United Kingdom
$5.99B -$58.3M 27 10.65% Reduced
94
Stifel Financial
Stifel Financial
Missouri
$5.97B +$20.4M 23 7.52% Increased
95
Sands Capital Management
Sands Capital Management
Virginia
$5.96B -$318M 6 18.11% Reduced
96
Millennium Management
Millennium Management
New York
$5.95B -$65.2M 32 2.57% Reduced
97
APG Asset Management
APG Asset Management
Netherlands
$5.91B +$139M 16 11.54% Increased
98
Parnassus Investments
Parnassus Investments
California
$5.91B +$119M 5 13.13% Increased
99
Aberdeen Group
Aberdeen Group
United Kingdom
$5.86B -$482M 14 12.71% Reduced
100
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.8B -$420M 6 24.64% Reduced