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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
C WorldWide Group
C WorldWide Group
Denmark
$1.91B -$54.5M 5 26.64% Reduced
152
Melvin Capital Management
Melvin Capital Management
New York
$1.9B +$1.09B 3 15.17% Increased
153
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.89B -$35.8M 1 10.63% Reduced
154
Aviva
Aviva
United Kingdom
$1.88B -$7.23M 15 13.78% Reduced
155
Nomura Holdings
Nomura Holdings
Japan
$1.82B +$1.79B 14 7.64% Increased
156
William Blair & Company
William Blair & Company
Illinois
$1.82B +$57.5M 17 11.36% Increased
157
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.81B +$35.3M 15 10.35% Increased
158
Asset Management One
Asset Management One
Japan
$1.8B -$98.3M 16 10.51% Reduced
159
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.79B +$478M 8 24.46% Increased
160
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.79B +$363M 23 3.67% Increased
161
Prudential plc
Prudential plc
United Kingdom
$1.78B -$447M 11 9.47% Reduced
162
Generation Investment Management
Generation Investment Management
United Kingdom
$1.75B -$573M 4 12.45% Reduced
163
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.75B -$28.6K 14 14.29% Reduced
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.74B +$2M 12 9.81% Increased
165
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.74B -$723M 15 5.98% Reduced
166
Polar Capital
Polar Capital
United Kingdom
$1.73B +$4.51M 10 18.6% Increased
167
Alkeon Capital Management
Alkeon Capital Management
New York
$1.72B +$636M 4 7.33% Increased
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.72B -$354M 16 12.13% Reduced
169
Soroban Capital Partners
Soroban Capital Partners
New York
$1.71B +$406M 5 31.36% Increased
170
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.69B +$28.7K 5 18.28% Increased
171
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.69B +$183M 15 12.93% Increased
172
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.69B -$189M 17 11.63% Reduced
173
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.68B -$296M 11 13.98% Reduced
174
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.67B -$127M 5 21.25% Reduced
175
Baird Financial Group
Baird Financial Group
Wisconsin
$1.63B -$14.9M 12 7.45% Reduced