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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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.49B -$8.38M 14 17.41% Reduced
152
William Blair & Company
William Blair & Company
Illinois
$2.49B +$65M 18 11.88% Increased
153
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.47B -$8.9M 12 11.95% Reduced
154
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.46B +$256M 5 18% Increased
155
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.44B -$150M 14 6.18% Reduced
156
Fundsmith LLP
Fundsmith LLP
United Kingdom
$2.43B -$3.28M 1 10.62% Reduced
157
C WorldWide Group
C WorldWide Group
Denmark
$2.38B -$62.7M 5 27.78% Reduced
158
Wellcome Trust
Wellcome Trust
United Kingdom
$2.36B -$248M 6 35.82% Reduced
159
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$2.3B +$19.4M 15 15.44% Increased
160
Aviva
Aviva
United Kingdom
$2.29B -$94.6M 17 14.29% Reduced
161
Asset Management One
Asset Management One
Japan
$2.27B -$52.6M 16 11.15% Reduced
162
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.26B +$430M 15 14.47% Increased
163
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.21B +$162M 21 2.17% Increased
164
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.21B -$103M 3 16.2% Reduced
165
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.18B +$125M 12 11.63% Increased
166
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.17B -$15.2M 19 12.39% Reduced
167
Melvin Capital Management
Melvin Capital Management
New York
$2.15B -$303M 5 12.7% Reduced
168
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$2.15B +$135M 6 15.81% Increased
169
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$2.12B +$11.7M 16 13.38% Increased
170
Soroban Capital Partners
Soroban Capital Partners
New York
$2.11B -$45.3M 5 27.06% Reduced
171
Polar Capital
Polar Capital
United Kingdom
$2.1B -$130M 11 18.17% Reduced
172
Baird Financial Group
Baird Financial Group
Wisconsin
$2.09B +$33.7M 14 7.87% Increased
173
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.07B -$174M 14 10.15% Reduced
174
Generation Investment Management
Generation Investment Management
United Kingdom
$2.06B -$316M 4 11.91% Reduced
175
Longview Partners
Longview Partners
Guernsey
$2.05B +$847M 2 9.74% Increased