← All themes

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
$2.45B +$3.16M 21 9.89% Increased
152
Renaissance Technologies
Renaissance Technologies
New York
$2.43B +$768M 28 3.44% Increased
153
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$2.43B +$32.5M 3 18.9% Increased
154
William Blair & Company
William Blair & Company
Illinois
$2.4B -$13.9M 26 11.03% Reduced
155
Jane Street
Jane Street
New York
$2.39B +$116M 35 1.05% Increased
156
Baird Financial Group
Baird Financial Group
Wisconsin
$2.37B +$19.7M 16 6.99% Increased
157
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.37B -$133M 24 12.28% Reduced
158
STRS Ohio
STRS Ohio
Ohio
$2.36B -$3.07M 17 11.25% Reduced
159
SC US (TTGP)
SC US (TTGP)
California
$2.35B -$26.7M 1 27.23% Reduced
160
HighTower Advisors
HighTower Advisors
Illinois
$2.35B +$23.8M 27 6.3% Increased
161
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.31B -$244M 11 11.97% Reduced
162
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.3B -$70.5M 19 6.32% Reduced
163
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.3B -$15.7M 13 10.69% Reduced
164
Vontobel Asset Management
Vontobel Asset Management
New York
$2.28B -$57.6M 5 17.98% Reduced
165
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.25B $0 2 0.76% Maintained
166
Citadel Advisors
Citadel Advisors
Florida
$2.2B +$894M 41 0.5% Increased
167
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.19B +$67.8M 28 4.88% Increased
168
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.19B +$18.4M 4 16.38% Increased
169
Two Sigma Advisers
Two Sigma Advisers
New York
$2.19B +$79M 27 6.34% Increased
170
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$2.18B -$125M 4 13.23% Reduced
171
DnB Asset Management
DnB Asset Management
Norway
$2.14B -$105M 15 16.5% Reduced
172
Marshall Wace
Marshall Wace
United Kingdom
$2.13B +$49.2M 29 4.67% Increased
173
Soroban Capital Partners
Soroban Capital Partners
New York
$2.11B -$340M 4 22.84% Reduced
174
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.05B -$4.06M 9 12.24% Reduced
175
Viking Global Investors
Viking Global Investors
Connecticut
$1.97B +$413M 3 9.08% Increased