← 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
Swiss Life Asset Management
Swiss Life Asset Management
$2.62B +$204M 16 15.48% Increased
227
CIBC World Markets
CIBC World Markets
New York
$2.59B -$94.5M 19 16.22% Reduced
228
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.57B +$85.6M 27 4.34% Increased
229
SG Americas Securities
SG Americas Securities
New York
$2.53B -$898M 24 10.51% Reduced
230
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.52B -$207M 16 11.34% Reduced
231
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.51B +$104M 29 1.83% Increased
232
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.5B -$175M 21 10.5% Reduced
233
Candriam SCA
Candriam SCA
Luxembourg
$2.48B -$58.5M 16 14.32% Reduced
234
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.47B -$14.3M 21 14.21% Reduced
235
Cardano Risk Management
Cardano Risk Management
Netherlands
$2.46B +$171M 5 31.47% Increased
236
Natixis
Natixis
France
$2.45B -$462M 16 10.86% Reduced
237
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.45B -$437M 12 12.81% Reduced
238
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.42B -$43.7M 8 13.97% Reduced
239
M&T Bank
M&T Bank
New York
$2.42B -$85.5M 17 8.31% Reduced
240
Tredje AP-fonden
Tredje AP-fonden
Sweden
$2.41B +$228M 9 19.16% Increased
241
WCM Investment Management
WCM Investment Management
California
$2.39B +$91.5M 5 5.46% Increased
242
Bridgewater Associates
Bridgewater Associates
Connecticut
$2.37B +$111M 11 9.57% Increased
243
Axiom Investors
Axiom Investors
Connecticut
$2.37B +$509M 5 19.45% Increased
244
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2.37B -$1.02B 13 5.87% Reduced
245
Scotia Capital
Scotia Capital
Ontario, Canada
$2.36B +$66.2M 11 11.14% Increased
246
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.33B +$126M 8 7.49% Increased
247
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.32B -$108M 18 7.18% Reduced
248
Quantinno Capital Management
Quantinno Capital Management
New York
$2.31B +$580M 21 9.99% Increased
249
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.31B -$143M 27 10.43% Reduced
250
CIBC World Market
CIBC World Market
Ontario, Canada
$2.27B -$423M 19 4.49% Reduced