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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$448M -$2.44M 4 3.05% Reduced
227
Comgest Global Investors
Comgest Global Investors
France
$447M +$26.2M 5 14.86% Increased
228
Point72 Asset Management
Point72 Asset Management
Connecticut
$445M +$235M 6 3.08% Increased
229
SG Americas Securities
SG Americas Securities
New York
$442M -$792M 10 2.91% Reduced
230
ProShare Advisors
ProShare Advisors
Maryland
$440M -$125M 10 6.08% Reduced
231
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$439M +$4.59M 10 5.21% Increased
232
SEI Investments
SEI Investments
Pennsylvania
$439M -$12.8M 11 3.96% Reduced
233
National Pension Service
National Pension Service
South Korea
$437M +$63.4M 7 5.67% Increased
234
Federated Hermes
Federated Hermes
Pennsylvania
$437M +$13.5M 12 1.31% Increased
235
CCMH
Cornerstone Capital Management Holdings
New York
$435M +$9.93M 8 3.86% Increased
236
Polar Capital
Polar Capital
United Kingdom
$433M +$8.35M 7 8.33% Increased
237
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$424M +$27.3M 3 8.66% Increased
238
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$423M +$69.4M 9 1.61% Increased
239
Victory Capital Management
Victory Capital Management
Texas
$422M -$72.4M 12 1.56% Reduced
240
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$421M +$32.7M 2 4.59% Increased
241
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$420M -$208M 6 2.42% Reduced
242
Aperio Group
Aperio Group
California
$414M +$45.9M 10 4.27% Increased
243
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$413M +$244K 6 14.47% Increased
244
HCM
Holland Capital Management
Illinois
$413M -$21.5M 4 9.82% Reduced
245
TPSF
Texas Permanent School Fund
Texas
$412M -$14.3M 8 4.75% Reduced
246
USS Investment Management
USS Investment Management
United Kingdom
$411M -$15.3M 3 6.52% Reduced
247
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$395M +$50.9M 7 7.39% Increased
248
Sterling Capital Management
Sterling Capital Management
North Carolina
$391M +$62.8M 6 3.53% Increased
249
Scharf Investments
Scharf Investments
California
$389M +$34M 3 9.97% Increased
250
Aristotle Capital Management
Aristotle Capital Management
California
$384M +$3.24M 2 4.52% Increased