← All themes

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
201
Nomura Holdings
Nomura Holdings
Japan
$2.19B -$404M 19 4.97% Reduced
202
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.19B +$33.7M 20 14.39% Increased
203
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.18B -$169M 19 7.58% Reduced
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.18B -$75.3M 13 11.9% Reduced
205
Coatue Management
Coatue Management
New York
$2.16B +$271M 3 11.85% Increased
206
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$2.15B -$48M 24 12.76% Reduced
207
ARK Investment Management
ARK Investment Management
Florida
$2.13B +$64.4M 11 4.23% Increased
208
Man Group
Man Group
United Kingdom
$2.1B -$204M 21 9.23% Reduced
209
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.08B -$54.8M 24 11.68% Reduced
210
ACI
AMP Capital Investors
Australia
$2.08B +$1.6M 17 10.37% Increased
211
AIG
American International Group
New York
$2.07B -$76.1M 24 7.25% Reduced
212
AustralianSuper
AustralianSuper
Australia
$2.05B -$388M 6 16.03% Reduced
213
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$2.04B -$15.4M 16 15.27% Reduced
214
Two Sigma Advisers
Two Sigma Advisers
New York
$2.02B +$393M 18 5.55% Increased
215
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.01B -$191M 4 6.14% Reduced
216
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.01B +$8.66M 18 12.63% Increased
217
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.97B -$531M 3 15.68% Reduced
218
JSP
Jackson Square Partners
California
$1.95B -$1.53B 5 11.1% Reduced
219
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.91B -$168M 3 13.28% Reduced
220
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.91B +$13.9M 20 8.87% Increased
221
Nomura Asset Management
Nomura Asset Management
Japan
$1.91B -$36.1M 17 12.16% Reduced
222
USS Investment Management
USS Investment Management
United Kingdom
$1.9B -$916K 16 16.38% Reduced
223
SCGE Management
SCGE Management
California
$1.88B -$209M 5 21.14% Reduced
224
KeyBank National Association
KeyBank National Association
Ohio
$1.88B -$20.3M 16 8.72% Reduced
225
HighTower Advisors
HighTower Advisors
Illinois
$1.87B +$152M 23 5.9% Increased