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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
Tiger Global Management
Tiger Global Management
New York
$7.48B +$998M 3 21.94% Increased
102
Macquarie Group
Macquarie Group
Australia
$7.44B -$681M 19 9.13% Reduced
103
Allianz Asset Management
Allianz Asset Management
Germany
$7.44B -$553M 19 8.9% Reduced
104
SEI Investments
SEI Investments
Pennsylvania
$7.41B +$69.5M 24 8.59% Increased
105
Natixis Advisors
Natixis Advisors
Massachusetts
$7.29B +$662M 17 11.56% Increased
106
Royal London Asset Management
Royal London Asset Management
United Kingdom
$7.28B -$448M 15 16.61% Reduced
107
Parnassus Investments
Parnassus Investments
California
$7.26B -$476M 5 16.74% Reduced
108
Aviva
Aviva
United Kingdom
$7.14B +$380M 17 14.75% Increased
109
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$7.12B -$99.2M 7 17.08% Reduced
110
AQR Capital Management
AQR Capital Management
Connecticut
$7.11B +$359M 25 5.88% Increased
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$7.06B -$7.06M 16 14.77% Reduced
112
KBC Group
KBC Group
Belgium
$6.81B +$907M 20 18.39% Increased
113
Danske Bank
Danske Bank
Denmark
$6.78B +$532M 20 16.83% Increased
114
Ninety One (UK)
Ninety One (UK)
United Kingdom
$6.62B +$333M 6 15.54% Increased
115
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.45B -$465M 6 21.55% Reduced
116
Korea Investment Corp
Korea Investment Corp
South Korea
$6.43B -$152M 15 14.31% Reduced
117
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.38B +$300M 22 8.26% Increased
118
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.36B +$298M 13 4.96% Increased
119
ProShare Advisors
ProShare Advisors
Maryland
$6.33B +$264M 23 12.63% Increased
120
US Bancorp
US Bancorp
Minnesota
$6B -$66.6M 32 7.55% Reduced
121
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.98B -$34.7M 11 18% Reduced
122
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.9B +$230M 18 12.08% Increased
123
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.89B -$469M 6 19.43% Reduced
124
Holocene Advisors
Holocene Advisors
New York
$5.67B +$2.77B 10 13.83% Increased
125
HighTower Advisors
HighTower Advisors
Illinois
$5.66B +$17.6M 26 7.09% Increased