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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
151
Macquarie Group
Macquarie Group
Australia
$1.27B -$45.1M 16 2.45% Reduced
152
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.26B -$29M 10 7.35% Reduced
153
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.24B +$33.2M 11 5.97% Increased
154
SEI Investments
SEI Investments
Pennsylvania
$1.23B +$246M 14 6.23% Increased
155
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.18B -$2.44M 12 8.31% Reduced
156
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.18B -$25.9M 10 4.42% Reduced
157
Aviva
Aviva
United Kingdom
$1.17B +$81M 13 7.32% Increased
158
Raymond James & Associates
Raymond James & Associates
Florida
$1.16B +$188M 16 3.17% Increased
159
Coatue Management
Coatue Management
New York
$1.16B -$152M 5 14.18% Reduced
160
NFA
Nationwide Fund Advisors
Ohio
$1.15B +$62.4M 18 4.79% Increased
161
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.11B +$46.1M 7 7.7% Increased
162
AIG
American International Group
New York
$1.1B +$15.4M 14 4.37% Increased
163
LSV Asset Management
LSV Asset Management
Illinois
$1.1B +$16M 9 2.16% Increased
164
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.08B +$8.48M 14 6.65% Increased
165
Two Sigma Advisers
Two Sigma Advisers
New York
$1.04B +$81.6M 16 4.44% Increased
166
Calamos Advisors
Calamos Advisors
Illinois
$1.03B -$67.9M 12 7.37% Reduced
167
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.02B +$9.52M 12 9.63% Increased
168
US Bancorp
US Bancorp
Minnesota
$1.02B -$879K 16 3.76% Reduced
169
Wellcome Trust
Wellcome Trust
United Kingdom
$999M +$18.1M 3 20.87% Increased
170
Acadian Asset Management
Acadian Asset Management
Massachusetts
$993M +$563M 16 4.92% Increased
171
WBC
Westpac Banking Corp
Australia
$987M +$18M 13 10.66% Increased
172
HCM
Highfields Capital Management
Massachusetts
$968M -$162M 4 9.07% Reduced
173
DSM Capital Partners
DSM Capital Partners
Florida
$967M +$51.9M 3 15.59% Increased
174
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$962M -$57.4M 10 8.53% Reduced
175
National Pension Service
National Pension Service
South Korea
$958M +$74.7M 9 7.68% Increased