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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
176
Asset Management One
Asset Management One
Japan
$2.77B -$40.5M 20 10.64% Reduced
177
VVP
Vulcan Value Partners
Alabama
$2.77B -$24.4M 3 14.91% Reduced
178
CIBC World Markets
CIBC World Markets
New York
$2.76B -$101M 12 18.76% Reduced
179
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.75B -$1.2B 8 12.72% Reduced
180
Coatue Management
Coatue Management
New York
$2.74B -$607M 4 11.16% Reduced
181
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$2.74B +$194M 18 17.01% Increased
182
Natixis Advisors
Natixis Advisors
Massachusetts
$2.74B +$660M 15 11.25% Increased
183
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.73B -$310K 26 5.52% Reduced
184
Federated Hermes
Federated Hermes
Pennsylvania
$2.72B -$103M 20 5.17% Reduced
185
Two Sigma Advisers
Two Sigma Advisers
New York
$2.71B +$1.25B 18 7.03% Increased
186
Millennium Management
Millennium Management
New York
$2.67B -$205M 35 1.6% Reduced
187
Wellcome Trust
Wellcome Trust
United Kingdom
$2.67B +$9.27M 5 26.36% Increased
188
HighTower Advisors
HighTower Advisors
Illinois
$2.66B +$461M 25 7.12% Increased
189
Storebrand Asset Management
Storebrand Asset Management
Norway
$2.66B +$43.8M 17 13% Increased
190
DnB Asset Management
DnB Asset Management
Norway
$2.64B -$106M 15 17.17% Reduced
191
C WorldWide Group
C WorldWide Group
Denmark
$2.64B -$40.5M 4 27.11% Reduced
192
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.62B +$234M 17 14.37% Increased
193
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.62B -$247M 10 10.71% Reduced
194
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.61B +$296M 19 12.85% Increased
195
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.59B -$387M 7 6.19% Reduced
196
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.57B +$51.2M 10 12.73% Increased
197
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$2.53B -$60.1M 16 13.96% Reduced
198
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.52B -$93.5M 14 9.85% Reduced
199
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.51B -$596M 2 8.46% Reduced
200
Temasek Holdings
Temasek Holdings
Singapore
$2.44B -$318M 4 8.55% Reduced