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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
USAA
United Services Automobile Association
Texas
$3.27B -$57.6M 19 8.2% Reduced
102
TD Asset Management
TD Asset Management
Ontario, Canada
$3.25B +$26.1M 13 4.81% Increased
103
Viking Global Investors
Viking Global Investors
Connecticut
$3.18B +$604M 4 17.59% Increased
104
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.09B -$94.7M 11 11.39% Reduced
105
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.08B -$3.77B 12 10.94% Reduced
106
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$3.03B -$67.6M 14 6.4% Reduced
107
Raymond James & Associates
Raymond James & Associates
Florida
$3.01B +$108M 20 4.66% Increased
108
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$2.98B -$18.9M 3 25.44% Reduced
109
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.9B -$304M 6 4.61% Reduced
110
Brown Advisory
Brown Advisory
Maryland
$2.86B -$104M 13 8.13% Reduced
111
Prudential plc
Prudential plc
United Kingdom
$2.78B -$223M 12 8.98% Reduced
112
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$2.78B -$214M 5 25.53% Reduced
113
Sanders Capital
Sanders Capital
Florida
$2.77B -$104M 2 13.95% Reduced
114
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.75B +$1.56B 21 0.91% Increased
115
Gates Foundation Trust
Gates Foundation Trust
Washington
$2.74B -$867M 1 10.63% Reduced
116
Canada Life
Canada Life
Manitoba, Canada
$2.74B -$254M 18 6.5% Reduced
117
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.73B -$49.8M 18 10.26% Reduced
118
Chevy Chase Trust
Chevy Chase Trust
Maryland
$2.68B -$43.8M 12 11.12% Reduced
119
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$2.64B +$23.7M 11 10.02% Increased
120
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$2.62B +$289M 14 22.73% Increased
121
DZ Bank
DZ Bank
Germany
$2.62B -$818M 13 9.29% Reduced
122
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.56B -$122M 4 9.19% Reduced
123
Macquarie Group
Macquarie Group
Australia
$2.51B -$173M 18 4.09% Reduced
124
JSP
Jackson Square Partners
California
$2.51B -$227M 4 12.66% Reduced
125
Bessemer Group
Bessemer Group
New Jersey
$2.47B -$131M 14 9.18% Reduced