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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
Aristotle Capital Management
Aristotle Capital Management
California
$2.72B -$134M 4 5.7% Reduced
227
Candriam SCA
Candriam SCA
Luxembourg
$2.71B +$134M 16 14.06% Increased
228
CIBC World Market
CIBC World Market
Ontario, Canada
$2.68B -$223M 20 4.38% Reduced
229
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.64B +$57.2M 19 10.99% Increased
230
ING Group
ING Group
Netherlands
$2.63B +$1.09B 12 16.06% Increased
231
Tidal Investments
Tidal Investments
Wisconsin
$2.61B +$1.06B 23 5.51% Increased
232
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$2.58B -$337M 12 18.17% Reduced
233
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$2.56B -$349M 4 16.57% Reduced
234
Cardano Risk Management
Cardano Risk Management
Netherlands
$2.55B +$111M 5 24.97% Increased
235
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$2.53B +$439M 5 19.15% Increased
236
Life Cycle Investment Partners
Life Cycle Investment Partners
$2.52B +$325M 4 16.04% Increased
237
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.52B -$655M 19 3.22% Reduced
238
Tredje AP-fonden
Tredje AP-fonden
Sweden
$2.5B +$542M 16 13.69% Increased
239
UniSuper Management
UniSuper Management
Australia
$2.48B -$195M 16 16.25% Reduced
240
Scotia Capital
Scotia Capital
Ontario, Canada
$2.48B +$7.92M 15 10.2% Increased
241
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.47B -$55.1M 21 13.26% Reduced
242
Commerce Bank
Commerce Bank
Missouri
$2.46B +$293M 17 11.93% Increased
243
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.45B -$918M 30 5% Reduced
244
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.43B -$675M 3 11.51% Reduced
245
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.42B -$246M 14 12.8% Reduced
246
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$2.4B +$1.01B 16 13.07% Increased
247
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$2.38B -$8.69M 13 15.7% Reduced
248
Bridgewater Associates
Bridgewater Associates
Connecticut
$2.36B +$752M 15 10.53% Increased
249
Skye Global Management
Skye Global Management
Florida
$2.36B +$183M 3 47.15% Increased
250
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.32B -$73M 23 13.54% Reduced