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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
Resona Asset Management
Resona Asset Management
Japan
$2.42B -$114M 15 14.3% Reduced
227
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.41B +$25.2M 26 13.06% Increased
228
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.4B +$1.62B 10 5.3% Increased
229
Candriam SCA
Candriam SCA
Luxembourg
$2.39B +$22.8M 14 13.79% Increased
230
Viking Global Investors
Viking Global Investors
Connecticut
$2.36B +$346M 4 7.65% Increased
231
Man Group
Man Group
United Kingdom
$2.35B -$351M 24 6.19% Reduced
232
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$2.31B +$130M 4 21.65% Increased
233
Daiwa Securities Group
Daiwa Securities Group
Japan
$2.31B +$270M 19 10.3% Increased
234
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.3B +$118M 17 7.54% Increased
235
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.28B +$28.3M 22 13.93% Increased
236
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.27B +$22M 19 6.29% Increased
237
Clear Street
Clear Street
New York
$2.25B +$205M 5 22.54% Increased
238
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.21B -$65.5M 9 13.22% Reduced
239
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$2.21B +$44M 12 14.9% Increased
240
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.19B $0 1 0.82% Maintained
241
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.19B $0 2 17.31% Maintained
242
CF
Corebridge Financial
Texas
$2.18B -$63.7M 25 11.8% Reduced
243
Scotia Capital
Scotia Capital
Ontario, Canada
$2.16B +$99.9M 12 11.4% Increased
244
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.16B +$47.8M 26 4.52% Increased
245
Jane Street
Jane Street
New York
$2.16B -$991M 35 0.47% Reduced
246
Alphinity Investment Management
Alphinity Investment Management
Australia
$2.15B -$77.5M 3 11.69% Reduced
247
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.14B +$114M 20 6.11% Increased
248
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$2.13B +$222M 16 12.72% Increased
249
Commerce Bank
Commerce Bank
Missouri
$2.1B -$25.6M 18 12.96% Reduced
250
WCM Investment Management
WCM Investment Management
California
$2.1B -$16.3M 2 4.93% Reduced