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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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.09B -$293M 11 12.3% Reduced
177
Temasek Holdings
Temasek Holdings
Singapore
$2.09B -$26.1M 4 11.43% Reduced
178
Alkeon Capital Management
Alkeon Capital Management
New York
$2.07B +$104M 5 5.57% Increased
179
Asset Management One
Asset Management One
Japan
$2.05B -$39.1M 19 9.62% Reduced
180
William Blair Investment Management
William Blair Investment Management
Illinois
$2.04B +$261M 8 7.56% Increased
181
C WorldWide Group
C WorldWide Group
Denmark
$2.03B +$26M 4 25.51% Increased
182
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.01B -$401M 5 19.73% Reduced
183
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.01B -$184M 8 12.89% Reduced
184
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2B +$89.5M 26 5.2% Increased
185
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.98B $0 2 0.66% Maintained
186
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.98B +$34.8M 19 12.49% Increased
187
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.98B -$235M 17 13.95% Reduced
188
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.96B +$60.7M 3 18.28% Increased
189
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.95B +$31.4M 15 9.06% Increased
190
SC US (TTGP)
SC US (TTGP)
California
$1.95B +$47.2M 1 22.73% Increased
191
Calamos Advisors
Calamos Advisors
Illinois
$1.94B +$20.9M 12 8.35% Increased
192
Aristotle Capital Management
Aristotle Capital Management
California
$1.94B -$19.8M 1 4.08% Reduced
193
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.92B -$28.3M 27 11.25% Reduced
194
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.9B -$349M 18 10.78% Reduced
195
Renaissance Technologies
Renaissance Technologies
New York
$1.88B -$187M 27 2.23% Reduced
196
Nomura Asset Management
Nomura Asset Management
Japan
$1.87B +$192M 19 11.71% Increased
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.87B +$130M 10 10.15% Increased
198
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.86B -$687M 16 4.44% Reduced
199
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.86B +$43.8M 23 8.98% Increased
200
Millennium Management
Millennium Management
New York
$1.85B +$524M 41 1.15% Increased