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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
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.89B -$42.3M 29 9.12% Reduced
227
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.87B -$4.92M 13 10.84% Reduced
228
Jensen Investment Management
Jensen Investment Management
Oregon
$1.83B +$9.92M 3 13.65% Increased
229
Millennium Management
Millennium Management
New York
$1.83B -$1.52B 36 0.97% Reduced
230
LSV Asset Management
LSV Asset Management
Illinois
$1.81B +$19.8M 11 3.32% Increased
231
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.79B +$520M 25 11.61% Increased
232
AIM
Allen Investment Management
New York
$1.77B +$47.3M 13 23.79% Increased
233
Candriam SCA
Candriam SCA
Luxembourg
$1.76B +$21.1M 15 12.01% Increased
234
Boston Partners
Boston Partners
Massachusetts
$1.76B +$367M 11 2.14% Increased
235
Coatue Management
Coatue Management
New York
$1.72B -$316M 4 12.61% Reduced
236
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.72B -$640K 3 13.56% Reduced
237
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.7B +$180M 8 20.58% Increased
238
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.69B +$51.5M 4 24.4% Increased
239
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.69B +$119M 24 11.88% Increased
240
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.68B +$26.6M 6 16.95% Increased
241
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.67B +$283M 8 13.33% Increased
242
Epoch Investment Partners
Epoch Investment Partners
New York
$1.65B +$118M 9 8.06% Increased
243
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.64B -$14.9M 7 8.75% Reduced
244
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.62B +$75.7M 2 34.16% Increased
245
ING Group
ING Group
Netherlands
$1.62B +$341M 10 16.36% Increased
246
Rathbones Group
Rathbones Group
United Kingdom
$1.61B +$51.4M 10 16.47% Increased
247
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.61B -$462M 14 9.82% Reduced
248
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.6B +$1.36M 24 12.89% Increased
249
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.59B -$103M 11 10.22% Reduced
250
Commerce Bank
Commerce Bank
Missouri
$1.59B +$20.8M 19 10.92% Increased