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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
Gates Foundation Trust
Gates Foundation Trust
Washington
$3.16B -$775M 1 14.27% Reduced
102
DZ Bank
DZ Bank
Germany
$3.15B +$31.8M 14 11.64% Increased
103
USAA
United Services Automobile Association
Texas
$2.97B -$85.7M 18 7.88% Reduced
104
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.96B -$81.9M 14 8.52% Reduced
105
Artisan Partners
Artisan Partners
Wisconsin
$2.92B +$196M 7 5.85% Increased
106
TD Asset Management
TD Asset Management
Ontario, Canada
$2.89B -$281M 13 4.4% Reduced
107
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.86B -$88M 14 6.84% Reduced
108
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.85B -$34M 11 10.75% Reduced
109
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.78B -$270M 6 4.47% Reduced
110
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$2.75B +$199M 3 22.94% Increased
111
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$2.73B -$395M 4 24.49% Reduced
112
Prudential plc
Prudential plc
United Kingdom
$2.72B -$67.6M 12 8.53% Reduced
113
Brown Advisory
Brown Advisory
Maryland
$2.72B -$23.1M 12 8.36% Reduced
114
Canada Life
Canada Life
Manitoba, Canada
$2.67B +$61.9M 18 6.28% Increased
115
Raymond James & Associates
Raymond James & Associates
Florida
$2.6B +$144M 18 4.38% Increased
116
Sanders Capital
Sanders Capital
Florida
$2.59B -$28.6M 2 13.89% Reduced
117
JSP
Jackson Square Partners
California
$2.5B +$102M 4 12.78% Increased
118
Macquarie Group
Macquarie Group
Australia
$2.47B +$132M 20 4.27% Increased
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.47B -$98.4M 17 9.81% Reduced
120
Viking Global Investors
Viking Global Investors
Connecticut
$2.44B -$175M 4 13.94% Reduced
121
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$2.41B +$15.2M 1 93.79% Increased
122
Chevy Chase Trust
Chevy Chase Trust
Maryland
$2.41B -$5.85M 11 10.42% Reduced
123
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.37B -$129M 11 7.72% Reduced
124
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.36B +$43.7M 4 8.9% Increased
125
Bessemer Group
Bessemer Group
New Jersey
$2.33B -$35.5M 13 9.03% Reduced