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 |
William Blair & Company
Chicago,
Illinois
| $2.58B | +$7.96M | 27 | 11.46% | Increased |
|
| 152 |
AustralianSuper
Melbourne,
Australia
| $2.57B | +$429M | 7 | 15.86% | Increased |
|
| 153 |
HighTower Advisors
Chicago,
Illinois
| $2.55B | +$52.8M | 27 | 6.58% | Increased |
|
| 154 |
STRS Ohio
Columbus,
Ohio
| $2.54B | -$27M | 18 | 11.45% | Reduced |
|
| 155 |
Jane Street
New York
| $2.54B | -$688M | 38 | 1.07% | Reduced |
|
| 156 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $2.53B | -$119M | 19 | 6.74% | Reduced |
|
| 157 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $2.5B | +$20M | 13 | 10.73% | Increased |
|
| 158 |
Mawer Investment Management
Calgary,
Alberta, Canada
| $2.48B | -$225M | 4 | 14.11% | Reduced |
|
| 159 |
Iconiq Capital
San Francisco,
California
| $2.47B | -$1.08B | 7 | 29.26% | Reduced |
|
| 160 |
DnB Asset Management
Oslo,
Norway
| $2.44B | +$60.5M | 15 | 17.13% | Increased |
|
| 161 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $2.42B | -$102M | 20 | 3.87% | Reduced |
|
| 162 |
Vontobel Asset Management
New York
| $2.4B | +$156M | 3 | 17.57% | Increased |
|
| 163 |
CIBC World Markets
New York
| $2.31B | +$429M | 10 | 21.72% | Increased |
|
| 164 |
KBC Group
Brussels,
Belgium
| $2.3B | -$227M | 17 | 11.48% | Reduced |
|
| 165 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $2.3B | +$26.1M | 27 | 5% | Increased |
|
| 166 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $2.27B | +$79.8M | 4 | 16.26% | Increased |
|
| 167 |
Two Sigma Advisers
New York
| $2.27B | +$413M | 28 | 6.43% | Increased |
|
| 168 |
Marshall Wace
London,
United Kingdom
| $2.23B | +$273M | 31 | 4.58% | Increased |
|
| 169 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $2.23B | -$20.8M | 10 | 12.46% | Reduced |
|
| 170 |
Lone Pine Capital
Greenwich,
Connecticut
| $2.22B | +$1.4M | 3 | 20.95% | Increased |
|
| 171 |
Natixis
Paris,
France
| $2.21B | -$11.7M | 18 | 8.03% | Reduced |
|
| 172 |
Tiger Global Management
New York
| $2.14B | -$1.13B | 5 | 17.94% | Reduced |
|
| 173 |
Wellcome Trust
London,
United Kingdom
| $2.12B | -$5.68M | 5 | 27.71% | Reduced |
|
| 174 |
INTECH Investment Management
West Palm Beach,
Florida
| $2.11B | +$2.3B | 16 | 12.15% | New |
|
| 175 |
Aviva
London,
United Kingdom
| $2.09B | +$180M | 16 | 11.14% | Increased |
|