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 |
Winslow Capital Management
Minneapolis,
Minnesota
| $8.54B | +$1.56B | 6 | 28.21% | Increased |
|
| 102 |
Tiger Global Management
New York
| $8.51B | +$169M | 4 | 26.29% | Increased |
|
| 103 |
Aviva
London,
United Kingdom
| $8.45B | +$403M | 17 | 15.36% | Increased |
|
| 104 |
Natixis Advisors
Boston,
Massachusetts
| $8.4B | +$230M | 16 | 12.26% | Increased |
|
| 105 |
Royal London Asset Management
United Kingdom
| $8.01B | -$107M | 15 | 17.22% | Reduced |
|
| 106 |
KBC Group
Brussels,
Belgium
| $7.97B | +$311M | 20 | 19.11% | Increased |
|
| 107 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| $7.83B | -$30.4M | 16 | 15.28% | Reduced |
|
| 108 |
Fayez Sarofim & Co
Houston,
Texas
| $7.81B | +$7.76M | 7 | 18.11% | Increased |
|
| 109 |
Marshall Wace
London,
United Kingdom
| $7.78B | -$591M | 27 | 7.89% | Reduced |
|
| 110 |
Parnassus Investments
San Francisco,
California
| $7.54B | -$624M | 5 | 17.44% | Reduced |
|
| 111 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $7.37B | +$354M | 23 | 8.92% | Increased |
|
| 112 |
Ninety One (UK)
London,
United Kingdom
| $7.34B | -$11.5M | 6 | 15.86% | Reduced |
|
| 113 |
Korea Investment Corp
Seoul,
South Korea
| $7.12B | -$55.8M | 15 | 14.63% | Reduced |
|
| 114 |
D.E. Shaw & Co
New York
| $6.99B | +$1.41B | 29 | 3.94% | Increased |
|
| 115 |
Corient Private Wealth
Miami,
Florida
| $6.85B | -$3.26B | 22 | 10.79% | Reduced |
|
| 116 |
Danske Bank
Copenhagen K,
Denmark
| $6.83B | -$675M | 19 | 16.98% | Reduced |
|
| 117 |
1832 Asset Management
Toronto,
Ontario, Canada
| $6.69B | -$374M | 15 | 5.28% | Reduced |
|
| 118 |
US Bancorp
Minneapolis,
Minnesota
| $6.68B | -$70.8M | 30 | 7.92% | Reduced |
|
| 119 |
Berkshire Hathaway
Omaha,
Nebraska
| $6.53B | +$3.74B | 2 | 2.44% | Increased |
|
| 120 |
Jane Street
New York
| $6.49B | +$3B | 39 | 0.99% | Increased |
|
| 121 |
Eagle Capital Management (New York)
New York
| $6.41B | -$63.3M | 6 | 20.39% | Reduced |
|
| 122 |
Fred Alger Management
New York
| $6.4B | +$411M | 15 | 24.9% | Increased |
|
| 123 |
HighTower Advisors
Chicago,
Illinois
| $6.38B | +$76.6M | 28 | 7.24% | Increased |
|
| 124 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $6.37B | -$546M | 9 | 17.97% | Reduced |
|
| 125 |
Baird Financial Group
Milwaukee,
Wisconsin
| $6.3B | +$128M | 17 | 10.14% | Increased |
|