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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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.97B +$1.26B 21 3.07% Increased
227
Axiom Investors
Axiom Investors
Connecticut
$2.93B +$398M 4 21.6% Increased
228
Calamos Advisors
Calamos Advisors
Illinois
$2.9B -$83.8M 13 10.72% Reduced
229
Fundsmith LLP
Fundsmith LLP
United Kingdom
$2.87B -$1.31B 2 14.48% Reduced
230
Candriam SCA
Candriam SCA
Luxembourg
$2.84B +$67.7M 16 14.86% Increased
231
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.83B +$13M 30 1.88% Increased
232
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.81B -$728M 13 5.09% Reduced
233
Cardano Risk Management
Cardano Risk Management
Netherlands
$2.8B +$36.2M 5 29.75% Increased
234
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.8B +$296M 21 6.64% Increased
235
Renaissance Technologies
Renaissance Technologies
New York
$2.75B +$1.27B 21 3.63% Increased
236
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.75B -$2.65M 22 14.65% Reduced
237
Scotia Capital
Scotia Capital
Ontario, Canada
$2.72B +$55.5M 13 11.57% Increased
238
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.7B -$245M 12 11.33% Reduced
239
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.7B +$75.9M 10 8.04% Increased
240
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.7B +$567M 26 12.94% Increased
241
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.69B -$42.2M 8 14.58% Reduced
242
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.69B -$984M 3 28.77% Reduced
243
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.65B -$174M 11 12.75% Reduced
244
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$2.65B +$2.54B 19 14.48% New
245
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.63B +$19.4M 28 10.14% Increased
246
CIBC World Market
CIBC World Market
Ontario, Canada
$2.62B +$48.8M 19 4.7% Increased
247
Första AP-fonden
Första AP-fonden
Sweden
$2.6B +$94M 15 15.41% Increased
248
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.59B -$196M 21 10.4% Reduced
249
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.59B -$4.51M 18 7.49% Reduced
250
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2.57B -$7.02M 18 4.79% Reduced