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 |
Vontobel Asset Management
New York
| $3.53B | +$311M | 3 | 18.11% | Increased |
|
| 152 |
SG Americas Securities
New York
| $3.48B | +$1.99B | 23 | 16.17% | Increased |
|
| 153 |
Harding Loevner
Bridgewater,
New Jersey
| $3.45B | -$60.1M | 5 | 12.97% | Reduced |
|
| 154 |
Mawer Investment Management
Calgary,
Alberta, Canada
| $3.43B | +$124M | 5 | 16.97% | Increased |
|
| 155 |
Soroban Capital Partners
New York
| $3.4B | -$717M | 4 | 28.68% | Reduced |
|
| 156 |
STRS Ohio
Columbus,
Ohio
| $3.36B | -$79.2M | 22 | 12.09% | Reduced |
|
| 157 |
Alkeon Capital Management
New York
| $3.34B | -$271M | 6 | 4.94% | Reduced |
|
| 158 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $3.34B | -$199K | 18 | 6.8% | Reduced |
|
| 159 |
Berkshire Hathaway
Omaha,
Nebraska
| $3.32B | $0 | 2 | 1.13% | Maintained |
|
| 160 |
LPL Financial
San Diego,
California
| $3.29B | +$183M | 28 | 3.33% | Increased |
|
| 161 |
CIBC World Market
Toronto,
Ontario, Canada
| $3.29B | -$182M | 17 | 9.17% | Reduced |
|
| 162 |
Coatue Management
New York
| $3.27B | +$848M | 3 | 12.65% | Increased |
|
| 163 |
Fundsmith LLP
London,
United Kingdom
| $3.26B | -$3.63M | 1 | 9.03% | Reduced |
|
| 164 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $3.26B | -$187M | 23 | 10.67% | Reduced |
|
| 165 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| $3.26B | +$447M | 28 | 8.43% | Increased |
|
| 166 |
First Manhattan
New York
| $3.24B | +$100M | 18 | 11.84% | Increased |
|
| 167 |
SEI Investments
Oaks,
Pennsylvania
| $3.21B | -$64.2M | 24 | 7.12% | Reduced |
|
| 168 |
CI Investments Inc
Toronto,
Ontario, Canada
| $3.19B | +$81.3M | 13 | 11.69% | Increased |
|
| 169 |
Acadian Asset Management
Boston,
Massachusetts
| $3.17B | -$706M | 22 | 11.94% | Reduced |
|
| 170 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $3.16B | -$61.1M | 11 | 11.42% | Reduced |
|
| 171 |
Viking Global Investors
Stamford,
Connecticut
| $3.16B | -$972M | 4 | 9.57% | Reduced |
|
| 172 |
William Blair & Company
Chicago,
Illinois
| $3.15B | +$5.53M | 22 | 10.93% | Increased |
|
| 173 |
Marshall Wace North America
New York
| $3.1B | -$24.2M | 18 | 12.9% | Reduced |
|
| 174 |
Lone Pine Capital
Greenwich,
Connecticut
| $3.1B | -$964M | 2 | 9.98% | Reduced |
|
| 175 |
Millennium Management
New York
| $3.08B | -$859M | 32 | 1.89% | Reduced |
|