← 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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.28B +$459M 8 11.19% Increased
227
Edgewood Management
Edgewood Management
Connecticut
$2.27B +$130M 2 6.15% Increased
228
CF
Corebridge Financial
Texas
$2.26B +$2.13B 26 12.43% New
229
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.25B -$18.3M 9 14.65% Reduced
230
AIM
Allen Investment Management
New York
$2.23B +$16.2M 11 27.13% Increased
231
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.22B +$254M 6 7.27% Increased
232
Candriam SCA
Candriam SCA
Luxembourg
$2.22B +$73.5M 13 13.48% Increased
233
Sarasin & Partners
Sarasin & Partners
United Kingdom
$2.2B +$29.5M 4 19.47% Increased
234
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.2B +$21.5M 22 14.65% Increased
235
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.19B -$15.5M 26 13.75% Reduced
236
C WorldWide Group
C WorldWide Group
Denmark
$2.17B -$36.4M 3 23.43% Reduced
237
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.15B +$27.6M 19 6.57% Increased
238
Aristotle Capital Management
Aristotle Capital Management
California
$2.12B -$194M 2 4.1% Reduced
239
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.11B -$373M 2 20.27% Reduced
240
Glenmede Trust
Glenmede Trust
Pennsylvania
$2.1B -$12.1M 15 10.63% Reduced
241
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$2.1B -$47.2M 12 15.13% Reduced
242
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$2.08B +$92M 6 18% Increased
243
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$2.07B +$636M 3 22% Increased
244
Commerce Bank
Commerce Bank
Missouri
$2.07B +$7.1M 18 13.4% Increased
245
DSM Capital Partners
DSM Capital Partners
Florida
$2.06B -$252M 7 29.84% Reduced
246
WCM Investment Management
WCM Investment Management
California
$2.06B -$119M 2 4.87% Reduced
247
Osaic Holdings
Osaic Holdings
Arizona
$2.06B -$255M 40 4.87% Reduced
248
Third Point
Third Point
New York
$2.05B -$250M 3 23.49% Reduced
249
PineBridge Investments
PineBridge Investments
New York
$2.05B -$23.7M 16 16.55% Reduced
250
Wellcome Trust
Wellcome Trust
United Kingdom
$2.05B -$304M 5 26.2% Reduced