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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
226
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.17B +$402M 34 5.31% Increased
227
Calamos Advisors
Calamos Advisors
Illinois
$3.15B -$12.1M 17 10.49% Reduced
228
UniSuper Management
UniSuper Management
Australia
$3.15B +$359M 15 16.29% Increased
229
WCM Investment Management
WCM Investment Management
California
$3.15B +$795M 7 5.71% Increased
230
AMF Tjänstepension
AMF Tjänstepension
Sweden
$3.13B -$9.13M 8 18.52% Reduced
231
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.12B -$207M 22 10.67% Reduced
232
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$3.11B -$527M 15 10.69% Reduced
233
Tredje AP-fonden
Tredje AP-fonden
Sweden
$3.1B +$242M 14 14.05% Increased
234
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$3.08B +$262M 5 17.69% Increased
235
Vontobel Holding
Vontobel Holding
Switzerland
$3.08B -$898M 23 9.8% Reduced
236
William Blair Investment Management
William Blair Investment Management
Illinois
$3.07B -$403M 9 9.23% Reduced
237
Candriam SCA
Candriam SCA
Luxembourg
$3.01B -$59.3M 16 13.53% Reduced
238
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.99B +$516M 24 5.78% Increased
239
Resona Asset Management
Resona Asset Management
Japan
$2.97B -$262M 16 13.97% Reduced
240
SC
Starlite Capital
Texas
$2.97B +$3.01B 3 30.57% New
241
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.93B +$311M 23 3.65% Increased
242
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.92B +$398M 8 9.53% Increased
243
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.91B +$344M 20 5.52% Increased
244
AustralianSuper
AustralianSuper
Australia
$2.9B +$610M 8 12.54% Increased
245
Aristotle Capital Management
Aristotle Capital Management
California
$2.89B -$195M 4 6.05% Reduced
246
CIBC World Market
CIBC World Market
Ontario, Canada
$2.87B -$215M 18 4.61% Reduced
247
Cardano Risk Management
Cardano Risk Management
Netherlands
$2.85B -$24.5M 5 21.97% Reduced
248
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$2.82B -$130M 11 17.64% Reduced
249
Commerce Bank
Commerce Bank
Missouri
$2.8B -$6.87M 18 12.28% Reduced
250
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$2.79B +$347M 15 13.56% Increased