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 | |
|---|---|---|---|---|---|---|---|
| 126 |
William Blair & Company
Chicago,
Illinois
| $1.15B | +$166M | 10 | 1.86% | Increased |
|
| 127 |
Citadel Advisors
Miami,
Florida
| $1.15B | +$357M | 14 | 1.13% | Increased |
|
| 128 |
Axa
Paris,
France
| $1.14B | -$42.8M | 12 | 4.58% | Reduced |
|
| 129 |
STRS Ohio
Columbus,
Ohio
| $1.13B | -$53.8M | 10 | 4.88% | Reduced |
|
| 130 |
Edgewood Management
Greenwich,
Connecticut
| $1.11B | +$54.8M | 3 | 10.26% | Increased |
|
| 131 |
TCW Group
Los Angeles,
California
| $1.11B | -$376M | 11 | 4.66% | Reduced |
|
| 132 |
Temasek Holdings
Singapore
| $1.11B | -$750M | 1 | 11.57% | Reduced |
|
| 133 |
Panagora Asset Management
Boston,
Massachusetts
| $1.11B | -$116M | 10 | 5.65% | Reduced |
|
| 134 |
Credit Agricole
Montrouge Cedex,
France
| $1.08B | +$92.3M | 11 | 4.59% | Increased |
|
| 135 |
Orbis Holdings
Hamilton,
Bermuda
| $1.05B | +$172M | 4 | 8.01% | Increased |
|
| 136 |
Third Point
New York
| $1.04B | +$287M | 1 | 9.38% | Increased |
|
| 137 |
Discovery Capital Management
South Norwalk,
Connecticut
| $1.02B | -$158M | 2 | 10.49% | Reduced |
|
| 138 |
1832 Asset Management
Toronto,
Ontario, Canada
| $997M | +$486M | 6 | 3.09% | Increased |
|
| 139 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| $987M | -$228M | 3 | 19.28% | Reduced |
|
| 140 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $982M | +$10.9M | 8 | 5.23% | Increased |
|
| 141 |
Canada Life
Winnipeg,
Manitoba, Canada
| $974M | -$65.8M | 12 | 3.21% | Reduced |
|
| 142 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $972M | -$101M | 12 | 2.01% | Reduced |
|
| 143 |
Chevy Chase Trust
Bethesda,
Maryland
| $970M | -$7.49M | 8 | 6.07% | Reduced |
|
| 144 |
Pzena Investment Management
New York
| $943M | -$76.9M | 2 | 5.04% | Reduced |
|
| 145 |
Wellcome Trust
London,
United Kingdom
| $937M | -$14M | 4 | 19.32% | Reduced |
|
| 146 |
Vontobel Asset Management
New York
| $934M | -$180M | 3 | 7.63% | Reduced |
|
| 147 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $922M | -$36.8M | 10 | 5.11% | Reduced |
|
| 148 |
Ruane, Cunniff & Goldfarb
New York
| $913M | -$42.1M | 5 | 4.65% | Reduced |
|
| 149 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $904M | -$268M | 11 | 5.75% | Reduced |
|
| 150 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
| $897M | -$1.02B | 3 | 8.07% | Reduced |
|