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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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$3.15B +$3.2B 21 8.99% Increased
152
Fred Alger Management
Fred Alger Management
New York
$3.09B +$66.2M 9 17.74% Increased
153
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.07B -$123M 22 11.04% Reduced
154
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.06B -$83M 4 15.56% Reduced
155
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06B -$225M 24 13.66% Reduced
156
Aviva
Aviva
United Kingdom
$3.06B -$27.4M 16 12.85% Reduced
157
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$3.03B +$148M 3 57.59% Increased
158
William Blair & Company
William Blair & Company
Illinois
$2.96B -$14.3M 24 11.36% Reduced
159
DnB Asset Management
DnB Asset Management
Norway
$2.9B +$54M 15 17.32% Increased
160
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.87B +$44.2M 27 5.2% Increased
161
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.81B +$8.29M 9 14.58% Increased
162
Baird Financial Group
Baird Financial Group
Wisconsin
$2.8B +$21.3M 17 7.64% Increased
163
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.79B -$2.34B 25 3.59% Reduced
164
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.78B -$620M 3 20.96% Reduced
165
STRS Ohio
STRS Ohio
Ohio
$2.78B -$28.7M 21 12.39% Reduced
166
William Blair Investment Management
William Blair Investment Management
Illinois
$2.78B +$237M 9 9.24% Increased
167
Alkeon Capital Management
Alkeon Capital Management
New York
$2.73B -$295M 5 4.88% Reduced
168
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$2.71B +$29.5M 28 11.96% Increased
169
Vontobel Asset Management
Vontobel Asset Management
New York
$2.71B -$97.5M 5 17.58% Reduced
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.7B -$106M 12 12.74% Reduced
171
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.7B +$69.1M 20 6.4% Increased
172
Man Group
Man Group
United Kingdom
$2.66B -$2.37B 0 – Closed
173
Osaic Holdings
Osaic Holdings
Arizona
$2.66B +$586M 42 3.93% Increased
174
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$2.6B +$37.7M 19 15.14% Increased
175
Nomura Asset Management
Nomura Asset Management
Japan
$2.58B +$27.8M 20 12.11% Increased