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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
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$3.76B +$62.7M 15 18.6% Increased
202
Gates Foundation Trust
Gates Foundation Trust
Washington
$3.72B -$752M 1 10.52% Reduced
203
Generation Investment Management
Generation Investment Management
United Kingdom
$3.65B -$420M 4 25.35% Reduced
204
Two Sigma Advisers
Two Sigma Advisers
New York
$3.64B -$158M 20 7.07% Reduced
205
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$3.62B +$869M 18 8.74% Increased
206
KeyBank National Association
KeyBank National Association
Ohio
$3.57B +$45.9M 15 12.79% Increased
207
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$3.56B -$86.7M 3 16.73% Reduced
208
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.54B -$2.6B 16 7.64% Reduced
209
Balyasny Asset Management
Balyasny Asset Management
Illinois
$3.5B +$1.27B 21 4.45% Increased
210
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.48B +$203M 22 6.61% Increased
211
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.44B +$80.8M 16 3.85% Increased
212
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.42B +$429M 9 5.73% Increased
213
Osaic Holdings
Osaic Holdings
Arizona
$3.4B -$269M 45 4.97% Reduced
214
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.39B -$51.9M 19 12.26% Reduced
215
Aristotle Capital Management
Aristotle Capital Management
California
$3.39B -$170M 4 6.78% Reduced
216
CIBC World Market
CIBC World Market
Ontario, Canada
$3.39B +$596M 20 5.46% Increased
217
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$3.37B -$260M 4 18.86% Reduced
218
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$3.37B -$14.1M 16 10.76% Reduced
219
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$3.32B -$321M 12 19.45% Reduced
220
AMF Tjänstepension
AMF Tjänstepension
Sweden
$3.26B +$24M 7 20.2% Increased
221
AustralianSuper
AustralianSuper
Australia
$3.26B -$896M 11 15.15% Reduced
222
Resona Asset Management
Resona Asset Management
Japan
$3.26B -$51M 17 15.66% Reduced
223
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$3.22B +$558M 12 12.5% Increased
224
Swiss Life Asset Management
Swiss Life Asset Management
$3.18B -$50M 20 16.23% Reduced
225
Squarepoint
Squarepoint
New York
$3.17B +$26.8M 27 3.37% Increased