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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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.38B +$66.2M 17 9.35% Increased
102
Bessemer Group
Bessemer Group
New Jersey
$3.37B -$35.4M 15 12.02% Reduced
103
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.35B +$50.7M 16 8.57% Increased
104
Raymond James & Associates
Raymond James & Associates
Florida
$3.34B +$85.6M 22 4.66% Increased
105
First Eagle Investment Management
First Eagle Investment Management
New York
$3.34B -$73.3M 5 9.48% Reduced
106
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.31B +$14M 4 4.09% Increased
107
Sanders Capital
Sanders Capital
Florida
$3.23B -$26.1M 2 14.48% Reduced
108
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.14B +$352M 4 18.49% Increased
109
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.05B +$42.7M 13 10.72% Increased
110
Viking Global Investors
Viking Global Investors
Connecticut
$3.04B +$21M 6 15.82% Increased
111
Canada Life
Canada Life
Manitoba, Canada
$3.03B +$21.4M 15 7.19% Increased
112
National Pension Service
National Pension Service
South Korea
$3.02B +$144M 11 9.57% Increased
113
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.98B -$3.98M 15 6.28% Reduced
114
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$2.94B +$954M 4 21.07% Increased
115
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$2.91B +$224M 14 22.29% Increased
116
Prudential plc
Prudential plc
United Kingdom
$2.79B -$92.1M 16 8.2% Reduced
117
Chevy Chase Trust
Chevy Chase Trust
Maryland
$2.77B -$13.1M 12 11.36% Reduced
118
Vontobel Asset Management
Vontobel Asset Management
New York
$2.71B +$131M 4 18.23% Increased
119
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$2.57B -$2.71M 12 61.91% Reduced
120
Generation Investment Management
Generation Investment Management
United Kingdom
$2.51B +$332M 5 17.26% Increased
121
Harding Loevner
Harding Loevner
New Jersey
$2.51B +$50M 5 11.83% Increased
122
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.5B -$322M 5 4.91% Reduced
123
Boston Partners
Boston Partners
Massachusetts
$2.49B -$413M 10 3.38% Reduced
124
Korea Investment Corp
Korea Investment Corp
South Korea
$2.49B -$61.9M 12 10.51% Reduced
125
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.45B +$39.6M 14 7.6% Increased