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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.41B +$2.62M 22 10.86% Increased
152
William Blair & Company
William Blair & Company
Illinois
$3.41B -$18.2M 28 11.95% Reduced
153
CI Investments Inc
CI Investments Inc
Ontario, Canada
$3.4B -$180M 22 12.5% Reduced
154
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$3.39B +$273M 19 13.4% Increased
155
SEI Investments
SEI Investments
Pennsylvania
$3.37B +$9.2M 26 6.76% Increased
156
Soroban Capital Partners
Soroban Capital Partners
New York
$3.37B -$251M 4 26.51% Reduced
157
STRS Ohio
STRS Ohio
Ohio
$3.31B +$35.4M 23 12.11% Increased
158
Baird Financial Group
Baird Financial Group
Wisconsin
$3.22B +$19.9M 18 7.97% Increased
159
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.21B -$2.18B 17 5.46% Reduced
160
KBC Group
KBC Group
Belgium
$3.2B -$122M 16 12.64% Reduced
161
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.15B +$48.3M 13 11.55% Increased
162
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$3.14B $0 2 0.86% Maintained
163
SC US (TTGP)
SC US (TTGP)
California
$3.14B +$423M 1 20.09% Increased
164
HighTower Advisors
HighTower Advisors
Illinois
$3.13B +$54.5M 29 6.97% Increased
165
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$3.02B -$103M 12 13.62% Reduced
166
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.99B -$997M 2 17.81% Reduced
167
DnB Asset Management
DnB Asset Management
Norway
$2.99B +$337M 14 17.75% Increased
168
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.95B +$44.6M 4 16.36% Increased
169
Vontobel Asset Management
Vontobel Asset Management
New York
$2.93B +$40.3M 3 19.43% Increased
170
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.92B +$155M 5 21.58% Increased
171
National Bank of Canada
National Bank of Canada
Quebec, Canada
$2.91B -$182M 29 8.62% Reduced
172
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.91B -$22.4M 10 14.2% Reduced
173
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.9B +$82M 27 5.47% Increased
174
Natixis
Natixis
France
$2.9B -$219M 17 10.1% Reduced
175
AustralianSuper
AustralianSuper
Australia
$2.9B +$336M 7 15.73% Increased