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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
251
Nuveen
Nuveen
North Carolina
$848M +$15.6M 13 4.5% Increased
252
AL
AJO LP
Pennsylvania
$846M +$243M 10 4% Increased
253
CIBC World Market
CIBC World Market
Ontario, Canada
$837M +$181M 12 3.59% Increased
254
LPL Financial
LPL Financial
California
$829M +$29M 21 1.99% Increased
255
CBT
Capital Bank & Trust
California
$829M -$7.43M 14 10.33% Reduced
256
Victory Capital Management
Victory Capital Management
Texas
$817M -$42.7M 16 1.69% Reduced
257
MetLife Investment Management
MetLife Investment Management
New Jersey
$816M +$102M 17 8.36% Increased
258
ING Group
ING Group
Netherlands
$812M +$101M 10 14.03% Increased
259
Soroban Capital Partners
Soroban Capital Partners
New York
$804M -$149M 2 12.3% Reduced
260
M&T Bank
M&T Bank
New York
$795M +$13.6M 14 3.98% Increased
261
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$773M +$46M 21 3.7% Increased
262
AustralianSuper
AustralianSuper
Australia
$765M +$68.2M 4 14.47% Increased
263
Manning & Napier Group
Manning & Napier Group
New York
$752M +$11.7M 6 7.4% Increased
264
Baird Financial Group
Baird Financial Group
Wisconsin
$751M -$54.1M 12 4.7% Reduced
265
Point72 Asset Management
Point72 Asset Management
Connecticut
$749M -$664M 10 3.09% Reduced
266
MG
Meritage Group
California
$744M +$40.3M 4 11.57% Increased
267
FAM
Foxhaven Asset Management
Virginia
$742M -$30.6M 3 41.41% Reduced
268
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$739M +$110M 2 23.63% Increased
269
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$739M -$33.2M 11 10.89% Reduced
270
Arizona State Retirement System
Arizona State Retirement System
Arizona
$734M +$10.4M 12 6.92% Increased
271
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$731M -$118M 1 4.2% Reduced
272
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$726M +$22.4M 7 4.5% Increased
273
Axiom Investors
Axiom Investors
Connecticut
$724M -$34M 5 20.71% Reduced
274
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$722M +$223M 11 4.93% Increased
275
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$720M -$227M 14 5.05% Reduced