← All themes

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
$2.01B +$67.5M 20 5.2% Increased
227
Edgewood Management
Edgewood Management
Connecticut
$2.01B -$127M 2 5.39% Reduced
228
C WorldWide Group
C WorldWide Group
Denmark
$2B -$10.7M 3 22.79% Reduced
229
Wolverine Trading
Wolverine Trading
Illinois
$2B -$1.36B 20 2.03% Reduced
230
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2B +$8.88M 25 12.99% Increased
231
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.99B -$5.67M 21 13.74% Reduced
232
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.98B +$1.34B 26 4.68% Increased
233
Candriam SCA
Candriam SCA
Luxembourg
$1.96B -$644K 13 12.51% Reduced
234
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.95B +$10.6M 21 5.81% Increased
235
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.95B +$1.26B 12 14.16% Increased
236
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.95B -$29.7M 4 19.18% Reduced
237
CIBC World Market
CIBC World Market
Ontario, Canada
$1.95B +$318M 16 4.62% Increased
238
CIBC World Markets
CIBC World Markets
New York
$1.94B -$1.04B 16 12.73% Reduced
239
Soroban Capital Partners
Soroban Capital Partners
New York
$1.94B -$292M 3 29.3% Reduced
240
Magellan Asset Management
Magellan Asset Management
Australia
$1.92B -$184M 5 18.35% Reduced
241
Viking Global Investors
Viking Global Investors
Connecticut
$1.92B +$516M 2 7.14% Increased
242
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.91B -$134M 16 9.57% Reduced
243
PineBridge Investments
PineBridge Investments
New York
$1.91B +$62.7M 15 15.19% Increased
244
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.9B -$48.7M 24 12.75% Reduced
245
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.89B -$737M 8 10.49% Reduced
246
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.88B +$129M 16 6.53% Increased
247
Jensen Investment Management
Jensen Investment Management
Oregon
$1.88B -$166M 3 14.35% Reduced
248
Commerce Bank
Commerce Bank
Missouri
$1.87B -$4.72M 19 12.37% Reduced
249
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.86B -$218M 3 18.01% Reduced
250
Renaissance Technologies
Renaissance Technologies
New York
$1.86B -$816M 30 2.93% Reduced