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 |
Bank Julius Baer & Co
Zurich,
Switzerland
| $2.18B | +$61.1M | 20 | 13.85% | Increased |
|
| 177 |
Cerity Partners
New York
| $2.18B | +$331M | 18 | 5.13% | Increased |
|
| 178 |
Two Sigma Advisers
New York
| $2.16B | -$790M | 31 | 5.56% | Reduced |
|
| 179 |
William Blair Investment Management
Chicago,
Illinois
| $2.15B | +$105M | 9 | 7.51% | Increased |
|
| 180 |
Renaissance Technologies
New York
| $2.14B | -$425M | 31 | 2.84% | Reduced |
|
| 181 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| $2.13B | +$13.1M | 19 | 12.08% | Increased |
|
| 182 |
Alkeon Capital Management
New York
| $2.11B | +$254M | 5 | 4.65% | Increased |
|
| 183 |
SC US (TTGP)
Menlo Park,
California
| $2.1B | $0 | 1 | 24.8% | Maintained |
|
| 184 |
Temasek Holdings
Singapore
| $2.1B | +$42.8M | 4 | 12.47% | Increased |
|
| 185 |
Mawer Investment Management
Calgary,
Alberta, Canada
| $2.09B | -$302M | 4 | 11.42% | Reduced |
|
| 186 |
Nomura Asset Management
Tokyo,
Japan
| $2.07B | -$113M | 20 | 10.89% | Reduced |
|
| 187 |
Wellcome Trust
London,
United Kingdom
| $2.05B | -$27.8M | 5 | 28.63% | Reduced |
|
| 188 |
Asset Management One
Tokyo,
Japan
| $2.05B | +$42.1M | 19 | 9.28% | Increased |
|
| 189 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.03B | -$11.1M | 2 | 0.63% | Reduced |
|
| 190 |
Rockefeller Capital Management
New York
| $2B | +$151M | 19 | 8.62% | Increased |
|
| 191 |
Storebrand Asset Management
Lysaker,
Norway
| $2B | +$34M | 17 | 10.12% | Increased |
|
| 192 |
Longview Partners
St Peter Port,
Guernsey
| $1.97B | +$88M | 3 | 13.9% | Increased |
|
| 193 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| $1.94B | -$55.4M | 13 | 8.6% | Reduced |
|
| 194 |
AP
Altarock Partners
West Palm Beach,
Florida
| $1.93B | -$51.1M | 3 | 52.86% | Reduced |
|
| 195 |
Davis Selected Advisers
Tucson,
Arizona
| $1.92B | +$14M | 6 | 12.69% | Increased |
|
| 196 |
AMF Tjänstepension
Stockholm,
Sweden
| $1.91B | +$11.2M | 5 | 19.56% | Increased |
|
| 197 |
Magellan Asset Management
Sydney,
Australia
| $1.91B | -$146M | 5 | 16.32% | Reduced |
|
| 198 |
Fifth Third Bancorp
Cincinnati,
Ohio
| $1.9B | -$14.1M | 23 | 8.84% | Reduced |
|
| 199 |
Mariner
Overland Park,
Kansas
| $1.8B | +$112M | 23 | 5.24% | Increased |
|
| 200 |
Osaic Holdings
Scottsdale,
Arizona
| $1.8B | +$11.4M | 41 | 3.39% | Increased |
|