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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
201
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.4B +$13.8M 19 13.89% Increased
202
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.38B +$19.7M 18 12.69% Increased
203
Findlay Park Partners
Findlay Park Partners
United Kingdom
$2.33B +$56.3M 3 16.04% Increased
204
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.33B +$38.2M 23 12.19% Increased
205
AustralianSuper
AustralianSuper
Australia
$2.31B -$108M 6 14.84% Reduced
206
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$2.31B -$7.22M 26 12.49% Reduced
207
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.24B +$56.4M 24 5.63% Increased
208
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.23B +$3.04M 22 9.67% Increased
209
KeyBank National Association
KeyBank National Association
Ohio
$2.19B -$1.32M 16 9.53% Reduced
210
Nomura Asset Management
Nomura Asset Management
Japan
$2.17B +$5.89M 17 12.25% Increased
211
Calamos Advisors
Calamos Advisors
Illinois
$2.15B +$104M 12 9.39% Increased
212
Renaissance Technologies
Renaissance Technologies
New York
$2.15B -$500M 17 2.77% Reduced
213
William Blair Investment Management
William Blair Investment Management
Illinois
$2.14B -$76.2M 9 6.04% Reduced
214
Aristotle Capital Management
Aristotle Capital Management
California
$2.14B -$20.4M 1 4.04% Reduced
215
Viking Global Investors
Viking Global Investors
Connecticut
$2.13B -$1.11B 3 5.83% Reduced
216
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.11B +$416M 10 13.5% Increased
217
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$2.05B -$203M 3 16.14% Reduced
218
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$2.04B -$10.7M 10 21.28% Reduced
219
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.04B -$1.43B 23 2.89% Reduced
220
ACI
AMP Capital Investors
Australia
$2B -$314M 18 10.99% Reduced
221
M&G Investment Management
M&G Investment Management
United Kingdom
$1.96B +$110M 14 4.67% Increased
222
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.96B -$238M 17 11.58% Reduced
223
SCGE Management
SCGE Management
California
$1.96B -$17.7M 4 18.14% Reduced
224
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.95B -$1.16M 22 10.54% Reduced
225
GGHC
Gilder Gagnon Howe & Co
New York
$1.94B +$57M 10 10.06% Increased