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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
101
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.32B -$13.7M 14 8.41% Reduced
102
BlackRock Japan
BlackRock Japan
Japan
$2.3B -$17M 13 7.6% Reduced
103
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.3B -$26.5M 16 2.62% Reduced
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.27B -$4.31M 14 6.85% Reduced
105
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.24B -$154M 10 6.12% Reduced
106
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.23B +$64M 16 3.78% Increased
107
TD Asset Management
TD Asset Management
Ontario, Canada
$2.18B -$120M 12 3.67% Reduced
108
LPU
Lansdowne Partners (UK)
United Kingdom
$2.12B -$297M 3 18.9% Reduced
109
JSP
Jackson Square Partners
California
$2.08B -$199M 3 10.77% Reduced
110
Credit Agricole
Credit Agricole
France
$2.01B +$47.8M 13 6.48% Increased
111
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$2.01B -$2.19M 3 18.58% Reduced
112
Tiger Global Management
Tiger Global Management
New York
$1.94B +$226M 6 24.13% Increased
113
USAA
United Services Automobile Association
Texas
$1.92B -$2.43M 17 6.41% Reduced
114
Prudential plc
Prudential plc
United Kingdom
$1.89B +$95M 9 6.66% Increased
115
Vontobel Asset Management
Vontobel Asset Management
New York
$1.86B -$138M 3 16.27% Reduced
116
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.82B +$77.1M 5 19.33% Increased
117
First Pacific Advisors
First Pacific Advisors
California
$1.82B -$2.04M 4 14.48% Reduced
118
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.77B +$118M 9 7.6% Increased
119
William Blair Investment Management
William Blair Investment Management
Illinois
$1.76B -$56.6M 7 7.02% Reduced
120
Citigroup
Citigroup
New York
$1.75B +$449M 21 1.58% Increased
121
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.71B +$50.2M 14 7.83% Increased
122
Canada Life
Canada Life
Manitoba, Canada
$1.71B -$51.7M 15 4.81% Reduced
123
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.68B +$316M 8 8.77% Increased
124
Barclays
Barclays
United Kingdom
$1.64B -$129M 21 1.77% Reduced
125
Edgewood Management
Edgewood Management
Connecticut
$1.64B -$392M 4 10.76% Reduced