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
| $1.16B | -$34.2M | 10 | 1.78% | Reduced |
|
| 127 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $1.13B | -$104M | 10 | 4.41% | Reduced |
|
| 128 |
Orbis Holdings
Hamilton,
Bermuda
| $1.1B | +$89.9M | 5 | 8.79% | Increased |
|
| 129 |
STRS Ohio
Columbus,
Ohio
| $1.08B | -$37.2M | 10 | 4.74% | Reduced |
|
| 130 |
Citadel Advisors
Miami,
Florida
| $1.07B | -$122M | 14 | 1.01% | Reduced |
|
| 131 |
Citigroup
New York
| $1.07B | -$150M | 15 | 1.03% | Reduced |
|
| 132 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.06B | +$163M | 11 | 6.34% | Increased |
|
| 133 |
Janus Henderson Group
London,
| $1.06B | -$100M | 11 | 8.14% | Reduced |
|
| 134 |
Panagora Asset Management
Boston,
Massachusetts
| $1B | -$80.9M | 10 | 5.1% | Reduced |
|
| 135 |
Chevy Chase Trust
Bethesda,
Maryland
| $989M | +$36.7M | 8 | 5.96% | Increased |
|
| 136 |
Fred Alger Management
New York
| $988M | -$251M | 6 | 4.45% | Reduced |
|
| 137 |
Axa
Paris,
France
| $986M | -$131M | 11 | 4.06% | Reduced |
|
| 138 |
First Trust Advisors
Wheaton,
Illinois
| $977M | +$74.4M | 10 | 2.87% | Increased |
|
| 139 |
Credit Agricole
Montrouge Cedex,
France
| $971M | -$121M | 11 | 4.33% | Reduced |
|
| 140 |
Generation Investment Management
London,
United Kingdom
| $966M | +$247M | 3 | 13.48% | Increased |
|
| 141 |
Coatue Management
New York
| $964M | -$221M | 5 | 9.16% | Reduced |
|
| 142 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| $948M | $0 | 3 | 20.82% | Maintained |
|
| 143 |
TCW Group
Los Angeles,
California
| $946M | -$170M | 10 | 4.54% | Reduced |
|
| 144 |
Ruane, Cunniff & Goldfarb
New York
| $941M | +$9.42M | 4 | 4.45% | Increased |
|
| 145 |
Vontobel Asset Management
New York
| $940M | +$115M | 3 | 7.12% | Increased |
|
| 146 |
Independent Franchise Partners
London,
United Kingdom
| $938M | +$370M | 2 | 11.47% | Increased |
|
| 147 |
Canada Life
Winnipeg,
Manitoba, Canada
| $928M | -$16.8M | 12 | 3.17% | Reduced |
|
| 148 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $928M | -$27.2M | 8 | 5.01% | Reduced |
|
| 149 |
1832 Asset Management
Toronto,
Ontario, Canada
| $911M | -$48M | 9 | 3.43% | Reduced |
|
| 150 |
Manning & Napier Advisors
Fairport,
New York
| $904M | +$204M | 5 | 4.28% | Increased |
|