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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
Renaissance Technologies
Renaissance Technologies
New York
$2.45B +$123M 17 2.52% Increased
127
National Pension Service
National Pension Service
South Korea
$2.44B +$19.8M 11 9.92% Increased
128
Citigroup
Citigroup
New York
$2.37B -$55.4M 23 2.12% Reduced
129
Korea Investment Corp
Korea Investment Corp
South Korea
$2.31B -$152M 12 10.66% Reduced
130
Millennium Management
Millennium Management
New York
$2.28B +$435M 24 2.79% Increased
131
Axa
Axa
France
$2.28B -$94.8M 17 8.35% Reduced
132
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.27B -$17.4M 16 11.92% Reduced
133
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.25B -$403M 12 7.05% Reduced
134
William Blair Investment Management
William Blair Investment Management
Illinois
$2.24B -$18.4M 7 7.76% Reduced
135
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.21B -$126M 10 13.66% Reduced
136
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.13B +$2.01B 1 0.97% New
137
Artisan Partners
Artisan Partners
Wisconsin
$2.12B -$968M 6 4.04% Reduced
138
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$2.11B -$26.2M 3 90.91% Reduced
139
Two Sigma Advisers
Two Sigma Advisers
New York
$2.09B -$77.3M 21 5.11% Reduced
140
STRS Ohio
STRS Ohio
Ohio
$2.09B -$201M 19 9.14% Reduced
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.08B -$214M 10 14.06% Reduced
142
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.98B +$81.9M 12 3.62% Increased
143
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.94B -$35.4M 12 9.17% Reduced
144
Vontobel Asset Management
Vontobel Asset Management
New York
$1.93B -$90.8M 4 14.68% Reduced
145
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.93B -$8.98M 16 11.65% Reduced
146
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.91B -$233M 9 6.24% Reduced
147
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.91B -$18.3M 13 4.65% Reduced
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.9B -$41M 18 9.36% Reduced
149
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.9B -$172M 3 14.08% Reduced
150
Aperio Group
Aperio Group
California
$1.88B +$62.5M 18 8.3% Increased