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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
Alphinity Investment Management
Alphinity Investment Management
Australia
$2.12B -$121M 3 12.55% Reduced
227
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.11B +$13.3M 20 5.89% Increased
228
CF
Corebridge Financial
Texas
$2.11B -$63.3M 26 11.25% Reduced
229
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.1B -$105M 15 8.1% Reduced
230
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.1B -$15.8M 22 13.24% Reduced
231
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$2.1B +$55.1M 3 20.23% Increased
232
Glenmede Trust
Glenmede Trust
Pennsylvania
$2.06B +$7.33M 16 9.87% Increased
233
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.04B +$102M 16 6.61% Increased
234
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.03B -$371M 10 9.69% Reduced
235
Longview Partners
Longview Partners
Guernsey
$2.03B -$9.29M 3 13.91% Reduced
236
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.02B +$233M 12 10.89% Increased
237
Commerce Bank
Commerce Bank
Missouri
$1.99B +$7.27M 18 12.2% Increased
238
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.98B -$42.5M 12 13.9% Reduced
239
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.98B +$145M 20 4.19% Increased
240
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.97B +$24.8M 25 4.32% Increased
241
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.95B +$33.9M 9 7.9% Increased
242
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.95B -$227M 4 28.93% Reduced
243
Första AP-fonden
Första AP-fonden
Sweden
$1.95B +$161M 14 14.98% Increased
244
AIM
Allen Investment Management
New York
$1.93B -$194M 11 22.89% Reduced
245
WCM Investment Management
WCM Investment Management
California
$1.93B -$26.9M 2 4.36% Reduced
246
Pershing Square Capital Management
Pershing Square Capital Management
New York
$1.92B $0 2 14.89% Maintained
247
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.92B -$998M 17 6.12% Reduced
248
Osaic Holdings
Osaic Holdings
Arizona
$1.92B -$75.6M 39 4.33% Reduced
249
CIBC World Markets
CIBC World Markets
New York
$1.92B -$326M 15 13.84% Reduced
250
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.92B +$21.4M 21 5.69% Increased