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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
126
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.44B -$64.5M 10 6.54% Reduced
127
GE
General Electric
Ohio
$1.41B +$46.4M 9 7.34% Increased
128
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.4B +$17.7M 14 6.96% Increased
129
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.38B +$15.3M 10 7.68% Increased
130
William Blair Investment Management
William Blair Investment Management
Illinois
$1.36B +$30.2M 7 5.38% Increased
131
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.35B -$60.8M 12 5% Reduced
132
STRS Ohio
STRS Ohio
Ohio
$1.34B -$12.2M 13 5.96% Reduced
133
Silver Lake Group
Silver Lake Group
California
$1.3B -$316M 1 27.18% Reduced
134
First Trust Advisors
First Trust Advisors
Illinois
$1.29B -$1.23M 12 4.07% Reduced
135
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.29B +$21.5M 11 6.14% Increased
136
Axa
Axa
France
$1.27B -$17.5M 10 5.65% Reduced
137
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.24B +$87.9M 12 4.83% Increased
138
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.23B +$40.9M 2 13.53% Increased
139
Polen Capital Management
Polen Capital Management
Florida
$1.21B +$129M 4 15.36% Increased
140
Korea Investment Corp
Korea Investment Corp
South Korea
$1.21B +$293M 10 7.2% Increased
141
Citadel Advisors
Citadel Advisors
Florida
$1.19B +$397M 15 1.33% Increased
142
Coatue Management
Coatue Management
New York
$1.16B -$592M 7 16.5% Reduced
143
Macquarie Group
Macquarie Group
Australia
$1.16B -$40.8M 15 2.27% Reduced
144
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.15B +$9.15M 10 6.7% Increased
145
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.12B -$279M 17 5.06% Reduced
146
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.08B -$105M 8 4.19% Reduced
147
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.07B +$149M 11 5.43% Increased
148
NC
Northern Cross
Massachusetts
$1.06B -$13.5M 1 15.51% Reduced
149
Tiger Global Management
Tiger Global Management
New York
$1.06B +$230M 2 20.91% Increased
150
Sculptor Capital
Sculptor Capital
New York
$1.06B -$41.5M 5 6.07% Reduced