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 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| $3.25B | +$27.6M | 19 | 14.26% | Increased |
|
| 177 |
Mariner
Overland Park,
Kansas
| $3.17B | +$85.5M | 27 | 6.56% | Increased |
|
| 178 |
CI Investments Inc
Toronto,
Ontario, Canada
| $3.08B | +$54M | 20 | 12.24% | Increased |
|
| 179 |
Rathbones Group
Liverpool,
United Kingdom
| $3.08B | +$74.2M | 10 | 17.77% | Increased |
|
| 180 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $3.05B | +$304M | 2 | 41.95% | Increased |
|
| 181 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $3.05B | +$12.5M | 12 | 11.78% | Increased |
|
| 182 |
Mawer Investment Management
Calgary,
Alberta, Canada
| $2.99B | +$128M | 4 | 13.87% | Increased |
|
| 183 |
Natixis
Paris,
France
| $2.96B | +$862M | 17 | 15.38% | Increased |
|
| 184 |
Asset Management One
Tokyo,
Japan
| $2.96B | -$102M | 18 | 11.4% | Reduced |
|
| 185 |
Acadian Asset Management
Boston,
Massachusetts
| $2.93B | +$396M | 24 | 10.22% | Increased |
|
| 186 |
Jane Street
New York
| $2.83B | -$3.69B | 35 | 0.59% | Reduced |
|
| 187 |
Fifth Third Bancorp
Cincinnati,
Ohio
| $2.82B | -$4.82M | 21 | 11.05% | Reduced |
|
| 188 |
NMO
Newlands Management Operations
Dallas,
Texas
| $2.82B | +$351K | 6 | 22.77% | Increased |
|
| 189 |
Man Group
London,
United Kingdom
| $2.81B | -$327M | 25 | 7.08% | Reduced |
|
| 190 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.79B | $0 | 2 | 0.84% | Maintained |
|
| 191 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| $2.74B | -$101M | 13 | 10.13% | Reduced |
|
| 192 |
Cerity Partners
New York
| $2.73B | -$1.55B | 20 | 7.21% | Reduced |
|
| 193 |
Handelsbanken Fonder
Stockholm,
Sweden
| $2.72B | +$132M | 23 | 11.72% | Increased |
|
| 194 |
Appaloosa LP
Short Hills,
New Jersey
| $2.7B | +$443M | 5 | 39.95% | Increased |
|
| 195 |
Altimeter Capital Management
Boston,
Massachusetts
| $2.67B | -$334M | 4 | 41.03% | Reduced |
|
| 196 |
KeyBank National Association
Cleveland,
Ohio
| $2.64B | +$11.6M | 15 | 10.89% | Increased |
|
| 197 |
Panagora Asset Management
Boston,
Massachusetts
| $2.51B | -$113M | 18 | 13.09% | Reduced |
|
| 198 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| $2.46B | +$61.7M | 9 | 23.13% | Increased |
|
| 199 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| $2.44B | +$2.64M | 3 | 18.32% | Increased |
|
| 200 |
ING Group
Amsterdam,
Netherlands
| $2.41B | -$78.1M | 13 | 16.52% | Reduced |
|