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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
Aviva
Aviva
United Kingdom
$1.97B +$50.5M 16 11.33% Increased
177
Alkeon Capital Management
Alkeon Capital Management
New York
$1.94B +$50M 5 6.29% Increased
178
Millennium Management
Millennium Management
New York
$1.92B +$235M 35 1.13% Increased
179
Natixis Advisors
Natixis Advisors
Massachusetts
$1.91B +$163M 16 8.09% Increased
180
Asset Management One
Asset Management One
Japan
$1.89B -$16.1M 19 9.64% Reduced
181
C WorldWide Group
C WorldWide Group
Denmark
$1.89B -$11.9M 4 25.97% Reduced
182
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.88B +$118M 28 11.12% Increased
183
Wellcome Trust
Wellcome Trust
United Kingdom
$1.88B -$39.6M 5 29.42% Reduced
184
Nomura Asset Management
Nomura Asset Management
Japan
$1.87B +$140M 19 11.91% Increased
185
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.87B +$61M 16 9.05% Increased
186
AustralianSuper
AustralianSuper
Australia
$1.85B -$652M 6 13.18% Reduced
187
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.85B +$8.71M 19 12.25% Increased
188
William Blair Investment Management
William Blair Investment Management
Illinois
$1.85B -$94.2M 8 7.32% Reduced
189
Natixis
Natixis
France
$1.84B -$288M 17 8.63% Reduced
190
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.84B -$92.3M 11 11.73% Reduced
191
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.83B +$14.7M 17 13.94% Increased
192
Temasek Holdings
Temasek Holdings
Singapore
$1.83B +$17M 4 10.93% Increased
193
Calamos Advisors
Calamos Advisors
Illinois
$1.82B +$16.8M 12 8.34% Increased
194
Aristotle Capital Management
Aristotle Capital Management
California
$1.74B -$23.3M 1 3.85% Reduced
195
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.73B +$30.6M 11 9.97% Increased
196
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.73B +$118M 8 6.3% Increased
197
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.72B -$6.67M 18 10.38% Reduced
198
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.71B -$19.8M 23 8.93% Reduced
199
AP
Altarock Partners
Florida
$1.7B +$78.6M 3 55.61% Increased
200
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.69B +$229M 33 8.73% Increased