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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
NFA
Nationwide Fund Advisors
Ohio
$1.25B +$14.3M 18 5.03% Increased
152
Aviva
Aviva
United Kingdom
$1.24B -$53.4M 12 7.08% Reduced
153
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.23B +$179M 11 5.81% Increased
154
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.23B +$4.66M 15 6.91% Increased
155
Two Sigma Advisers
Two Sigma Advisers
New York
$1.22B +$142M 16 4% Increased
156
AIG
American International Group
New York
$1.21B -$4.21M 16 4.44% Reduced
157
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.2B +$3.62M 12 11.33% Increased
158
National Pension Service
National Pension Service
South Korea
$1.17B +$55.5M 9 7.86% Increased
159
US Bancorp
US Bancorp
Minnesota
$1.14B +$26.8M 17 3.92% Increased
160
Sculptor Capital
Sculptor Capital
New York
$1.14B +$94M 8 6.52% Increased
161
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.12B +$31.1M 14 8.52% Increased
162
Guggenheim Capital
Guggenheim Capital
Illinois
$1.1B -$11.4M 14 2.97% Reduced
163
Parnassus Investments
Parnassus Investments
California
$1.09B +$149M 4 5.11% Increased
164
Wellcome Trust
Wellcome Trust
United Kingdom
$1.08B -$528K 3 19.39% Reduced
165
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.08B +$502M 3 7.35% Increased
166
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.07B -$106M 12 7.65% Reduced
167
Manning & Napier Advisors
Manning & Napier Advisors
New York
$1.07B -$363M 8 8.28% Reduced
168
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.07B -$2.17B 1 5.61% Reduced
169
Stifel Financial
Stifel Financial
Missouri
$1.05B +$64.8M 16 4.08% Increased
170
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.05B -$86M 6 9.88% Reduced
171
ACI
AMP Capital Investors
Australia
$1.03B +$41.9M 13 6.15% Increased
172
VVP
Vulcan Value Partners
Alabama
$1.01B +$3.13M 1 8.75% Increased
173
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1B +$149M 12 2.68% Increased
174
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$996M +$29.4M 11 7.91% Increased
175
Capital Guardian Trust
Capital Guardian Trust
California
$988M -$2.22M 14 7.39% Reduced