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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
Jane Street
Jane Street
New York
$2.55B -$1.5B 36 0.83% Reduced
177
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.52B +$5.57M 28 5.22% Increased
178
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.51B -$85.1M 21 13.99% Reduced
179
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.51B +$644M 14 16.46% Increased
180
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.49B +$8.71M 20 13.48% Increased
181
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.45B +$21.5M 13 11.41% Increased
182
Storebrand Asset Management
Storebrand Asset Management
Norway
$2.44B +$4.56M 17 11.65% Increased
183
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.42B +$180M 16 9.35% Increased
184
Asset Management One
Asset Management One
Japan
$2.41B -$14.9M 19 10.74% Reduced
185
Temasek Holdings
Temasek Holdings
Singapore
$2.35B +$138M 6 14.01% Increased
186
Skye Global Management
Skye Global Management
Florida
$2.3B -$57.6M 2 66.79% Reduced
187
Rathbones Group
Rathbones Group
United Kingdom
$2.27B +$765M 10 16.49% Increased
188
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$2.25B -$95.6M 4 12.01% Reduced
189
Mariner
Mariner
Kansas
$2.25B +$87.3M 29 6.03% Increased
190
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.24B +$1.31M 14 9.03% Increased
191
TCI Fund Management
TCI Fund Management
United Kingdom
$2.23B -$4.24B 1 8.1% Reduced
192
NMO
Newlands Management Operations
Texas
$2.21B +$1.55M 6 23.65% Increased
193
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.21B +$20.4M 24 10.24% Increased
194
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.21B -$73.8M 2 0.7% Reduced
195
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.13B +$9.15M 10 15.76% Increased
196
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.09B +$77.3M 16 5.51% Increased
197
Viking Global Investors
Viking Global Investors
Connecticut
$2.07B +$1.11B 2 8.39% Increased
198
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$2.06B +$738M 9 16.18% Increased
199
KeyBank National Association
KeyBank National Association
Ohio
$2.04B -$4.43M 15 9.77% Reduced
200
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.04B +$51.2M 23 11.39% Increased