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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
Clear Street
Clear Street
New York
$2.13B +$196M 6 18.75% Increased
227
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.09B +$237M 18 5.25% Increased
228
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.05B -$38.6M 25 11.08% Reduced
229
Candriam SCA
Candriam SCA
Luxembourg
$2.05B -$25.2M 14 12.85% Reduced
230
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.03B -$149M 13 8.07% Reduced
231
M&T Bank
M&T Bank
New York
$2.02B -$156M 17 7.35% Reduced
232
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.01B +$26.8M 21 12.76% Increased
233
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2B +$115M 27 3.87% Increased
234
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.99B +$362M 9 17.59% Increased
235
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.99B -$193M 26 9.95% Reduced
236
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.99B -$8.75M 17 6.59% Reduced
237
Jane Street
Jane Street
New York
$1.99B -$8.95M 32 0.5% Reduced
238
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.97B -$1.72B 38 0.34% Reduced
239
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.96B +$197M 29 1.6% Increased
240
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.95B +$7.06M 9 12% Increased
241
Swiss Life Asset Management
Swiss Life Asset Management
$1.93B +$179M 15 14.04% Increased
242
Osaic Holdings
Osaic Holdings
Arizona
$1.92B -$97.2M 42 4.29% Reduced
243
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.92B +$717M 12 8.89% Increased
244
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.9B $0 1 0.73% Maintained
245
ING Group
ING Group
Netherlands
$1.89B +$530M 12 13.08% Increased
246
WCM Investment Management
WCM Investment Management
California
$1.87B +$34.3M 4 4.81% Increased
247
Scotia Capital
Scotia Capital
Ontario, Canada
$1.87B -$3.43M 11 10.01% Reduced
248
Boston Partners
Boston Partners
Massachusetts
$1.85B -$470M 9 2.23% Reduced
249
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.83B +$125M 4 29.15% Increased
250
CF
Corebridge Financial
Texas
$1.82B -$85.3M 24 10.44% Reduced