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 |
Third Point
New York
| $1.45B | -$22.3M | 2 | 12.16% | Reduced |
|
| 152 |
Teacher Retirement System of Texas
Austin,
Texas
| $1.43B | +$181M | 13 | 8.82% | Increased |
|
| 153 |
Renaissance Technologies
New York
| $1.41B | -$117M | 12 | 1.66% | Reduced |
|
| 154 |
Aviva
London,
United Kingdom
| $1.41B | +$13.4M | 13 | 7.58% | Increased |
|
| 155 |
NN Investment Partners Holdings
The Hague,
Netherlands
| $1.41B | +$190M | 13 | 8.96% | Increased |
|
| 156 |
Flossbach Von Storch
Cologne,
Germany
| $1.4B | +$205M | 5 | 14.61% | Increased |
|
| 157 |
Yacktman Asset Management
Austin,
Texas
| $1.4B | -$36.5M | 3 | 13.49% | Reduced |
|
| 158 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $1.39B | -$6.28M | 12 | 7.26% | Reduced |
|
| 159 |
Wellcome Trust
London,
United Kingdom
| $1.39B | $0 | 3 | 22.21% | Maintained |
|
| 160 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $1.37B | +$18.1M | 15 | 7.12% | Increased |
|
| 161 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| $1.35B | -$100M | 4 | 19.11% | Reduced |
|
| 162 |
Epoch Investment Partners
New York
| $1.31B | +$15.1M | 5 | 4.39% | Increased |
|
| 163 |
US Bancorp
Minneapolis,
Minnesota
| $1.3B | +$24.6M | 18 | 4.16% | Increased |
|
| 164 |
CIBC World Markets
New York
| $1.29B | +$424M | 11 | 12.38% | Increased |
|
| 165 |
Glenview Capital Management
New York
| $1.26B | -$36.1M | 2 | 7.33% | Reduced |
|
| 166 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| $1.26B | +$12.6M | 13 | 9.11% | Increased |
|
| 167 |
Stifel Financial
St. Louis,
Missouri
| $1.26B | +$31.3M | 17 | 4.37% | Increased |
|
| 168 |
DnB Asset Management
Oslo,
Norway
| $1.25B | +$142M | 12 | 16.64% | Increased |
|
| 169 |
Orbis Allan Gray
Hamilton,
Bermuda
| $1.25B | -$665M | 5 | 7.71% | Reduced |
|
| 170 |
Guggenheim Capital
Chicago,
Illinois
| $1.25B | -$50.1M | 16 | 2.93% | Reduced |
|
| 171 |
Pendal Group
Sydney,
Australia
| $1.23B | -$66.3M | 9 | 15.93% | Reduced |
|
| 172 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.2B | +$318M | 14 | 15.83% | Increased |
|
| 173 |
PointState Capital
New York
| $1.19B | +$14.9M | 5 | 10.11% | Increased |
|
| 174 |
AIG
American International Group
New York
| $1.19B | -$32.9M | 16 | 4.19% | Reduced |
|
| 175 |
Appaloosa LP
Short Hills,
New Jersey
| $1.16B | -$37.1M | 2 | 16.3% | Reduced |
|