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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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.22B +$49.5M 9 3.73% Increased
152
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.21B -$42.7M 10 7.04% Reduced
153
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.21B +$39.7M 15 6.8% Increased
154
Aviva
Aviva
United Kingdom
$1.18B +$8.16M 12 7.06% Increased
155
Coatue Management
Coatue Management
New York
$1.17B +$129M 6 13.9% Increased
156
SEI Investments
SEI Investments
Pennsylvania
$1.17B -$10.1M 15 5.67% Reduced
157
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.14B +$44.1M 7 7.54% Increased
158
AIG
American International Group
New York
$1.13B +$7.44M 16 4.37% Increased
159
NFA
Nationwide Fund Advisors
Ohio
$1.13B -$11.6M 18 4.68% Reduced
160
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.1B +$61.6M 12 10.35% Increased
161
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.07B -$96.3M 11 7.73% Reduced
162
LSV Asset Management
LSV Asset Management
Illinois
$1.06B -$48.4M 9 1.95% Reduced
163
US Bancorp
US Bancorp
Minnesota
$1.03B -$868K 17 3.7% Reduced
164
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.03B +$376M 7 9.64% Increased
165
National Pension Service
National Pension Service
South Korea
$1.03B +$66M 9 7.02% Increased
166
Guggenheim Capital
Guggenheim Capital
Illinois
$1.02B +$73.4M 14 2.91% Increased
167
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$990M +$67.2M 14 7.91% Increased
168
Two Sigma Advisers
Two Sigma Advisers
New York
$989M -$61.6M 16 3.78% Reduced
169
Wellcome Trust
Wellcome Trust
United Kingdom
$968M $0 3 19.34% Maintained
170
Citadel Advisors
Citadel Advisors
Florida
$962M -$588M 15 0.97% Reduced
171
Sculptor Capital
Sculptor Capital
New York
$959M -$486M 8 6.7% Reduced
172
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$953M -$283M 11 5.04% Reduced
173
CIBC World Markets
CIBC World Markets
New York
$931M +$280M 10 9.53% Increased
174
Stifel Financial
Stifel Financial
Missouri
$913M +$68.1M 15 3.88% Increased
175
ACI
AMP Capital Investors
Australia
$913M -$26.9M 12 5.53% Reduced