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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
Coatue Management
Coatue Management
New York
$4.39B -$248M 6 17.09% Reduced
152
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.26B -$391M 6 17.84% Reduced
153
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$4.2B +$269M 24 13.66% Increased
154
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$4.17B +$61.9M 24 5.93% Increased
155
AustralianSuper
AustralianSuper
Australia
$4.15B -$23.6M 8 23.93% Reduced
156
First Eagle Investment Management
First Eagle Investment Management
New York
$4.13B -$15.5M 5 9.25% Reduced
157
Fred Alger Management
Fred Alger Management
New York
$4.06B -$191M 11 19.72% Reduced
158
ProShare Advisors
ProShare Advisors
Maryland
$3.99B -$251M 22 10.67% Reduced
159
Veritas Asset Management
Veritas Asset Management
United Kingdom
$3.89B -$89M 3 29.42% Reduced
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.85B -$150M 22 15.03% Reduced
161
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.84B +$246M 18 7.75% Increased
162
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.84B -$141M 15 18.42% Reduced
163
Alkeon Capital Management
Alkeon Capital Management
New York
$3.83B +$97.8K 3 6.28% Increased
164
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.78B -$577M 4 16.67% Reduced
165
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.76B +$450M 23 11.57% Increased
166
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.74B +$46.6M 26 5.92% Increased
167
Nomura Asset Management
Nomura Asset Management
Japan
$3.71B +$32.9M 17 12.65% Increased
168
Storebrand Asset Management
Storebrand Asset Management
Norway
$3.69B -$2.51M 15 12.26% Reduced
169
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.68B +$44M 16 10.45% Increased
170
Mariner
Mariner
Kansas
$3.68B +$184M 26 7.13% Increased
171
Two Sigma Advisers
Two Sigma Advisers
New York
$3.65B -$202M 27 8.14% Reduced
172
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.57B -$119M 9 16.09% Reduced
173
STRS Ohio
STRS Ohio
Ohio
$3.55B -$47.7M 17 14.03% Reduced
174
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.54B -$4.55M 19 15.03% Reduced
175
Rathbones Group
Rathbones Group
United Kingdom
$3.54B +$122M 10 19.29% Increased