← 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
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$3.29B -$74.3M 4 59.52% Reduced
152
Artisan Partners
Artisan Partners
Wisconsin
$3.28B -$66.3M 11 5.28% Reduced
153
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.24B -$2.64M 23 10.96% Reduced
154
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.2B +$47.3M 4 15.17% Increased
155
Citadel Advisors
Citadel Advisors
Florida
$3.18B +$1.45B 41 0.66% Increased
156
Natixis Advisors
Natixis Advisors
Massachusetts
$3.14B +$244M 15 9.7% Increased
157
Fred Alger Management
Fred Alger Management
New York
$3.14B +$47M 9 16.04% Increased
158
Aviva
Aviva
United Kingdom
$3.13B +$135M 16 12.75% Increased
159
William Blair & Company
William Blair & Company
Illinois
$3.04B +$15.1M 24 11.14% Increased
160
Tiger Global Management
Tiger Global Management
New York
$3.01B -$1.52B 4 25.14% Reduced
161
Alkeon Capital Management
Alkeon Capital Management
New York
$2.96B +$613M 5 5.18% Increased
162
DnB Asset Management
DnB Asset Management
Norway
$2.9B -$434M 15 16.66% Reduced
163
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.9B -$12M 28 5.11% Reduced
164
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.88B -$115M 11 13.33% Reduced
165
STRS Ohio
STRS Ohio
Ohio
$2.87B -$133M 20 12.1% Reduced
166
Vontobel Asset Management
Vontobel Asset Management
New York
$2.84B -$146M 5 18.81% Reduced
167
Baird Financial Group
Baird Financial Group
Wisconsin
$2.83B -$547M 16 7.48% Reduced
168
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.83B -$13M 9 14.04% Reduced
169
ING Group
ING Group
Netherlands
$2.75B +$90.4M 12 20.88% Increased
170
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$2.71B +$42.8M 27 11.97% Increased
171
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.66B -$37.8M 20 6.07% Reduced
172
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.62B -$288M 23 13.19% Reduced
173
Nomura Asset Management
Nomura Asset Management
Japan
$2.61B +$131M 20 12.02% Increased
174
William Blair Investment Management
William Blair Investment Management
Illinois
$2.6B -$8.65M 9 8.33% Reduced
175
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$2.59B +$1.75M 20 15.41% Increased