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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
UniSuper Management
UniSuper Management
Australia
$3.15B -$13.7M 16 18.84% Reduced
227
Viking Global Investors
Viking Global Investors
Connecticut
$3.11B +$1.87B 3 8.26% Increased
228
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$3.1B -$85.3M 14 15.09% Reduced
229
Candriam SCA
Candriam SCA
Luxembourg
$3.08B +$73M 17 15.35% Increased
230
Alyeska Investment Group
Alyeska Investment Group
Illinois
$3.08B +$805M 11 8.69% Increased
231
CIBC World Markets
CIBC World Markets
New York
$3.06B +$3.02B 19 14.71% New
232
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$3.03B +$301M 21 10.48% Increased
233
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.01B +$16.9M 31 1.9% Increased
234
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.99B -$187M 21 16.31% Reduced
235
Calamos Advisors
Calamos Advisors
Illinois
$2.94B -$102M 14 11.05% Reduced
236
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.91B -$30.5M 21 6.68% Reduced
237
Cardano Risk Management
Cardano Risk Management
Netherlands
$2.89B -$51.5M 5 29.07% Reduced
238
Scotia Capital
Scotia Capital
Ontario, Canada
$2.89B -$16.1M 15 11.63% Reduced
239
Axiom Investors
Axiom Investors
Connecticut
$2.89B -$35.9M 4 25.32% Reduced
240
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.8B +$608M 9 16.22% Increased
241
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.8B +$41.7M 28 9.25% Increased
242
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.8B -$90.9M 23 15.21% Reduced
243
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.78B -$512M 5 19.31% Reduced
244
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$2.76B +$57.4M 14 16.97% Increased
245
AP
Altarock Partners
Florida
$2.75B -$350M 3 53.89% Reduced
246
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$2.74B +$221M 11 32.53% Increased
247
M&T Bank
M&T Bank
New York
$2.73B +$88.9M 18 8.77% Increased
248
Jones Financial Companies
Jones Financial Companies
Missouri
$2.72B +$294M 33 1.66% Increased
249
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.71B -$49.1M 10 8.32% Reduced
250
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.71B -$99.9M 28 13.11% Reduced