← 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
251
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.86B -$15.9M 16 8.32% Reduced
252
Första AP-fonden
Första AP-fonden
Sweden
$1.83B +$157M 13 15.53% Increased
253
Comerica Bank
Comerica Bank
Texas
$1.82B -$12.4M 25 7.85% Reduced
254
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.81B +$155M 3 19.28% Increased
255
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.81B -$434M 29 2.87% Reduced
256
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.8B +$2.91M 11 15.62% Increased
257
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.79B +$40.3M 6 16.35% Increased
258
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.78B -$199M 7 5.75% Reduced
259
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.76B -$27.9M 6 17.06% Reduced
260
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.75B +$9.25M 14 12.11% Increased
261
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.75B -$310M 6 9.79% Reduced
262
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.74B -$81.8M 6 9.98% Reduced
263
Scotia Capital
Scotia Capital
Ontario, Canada
$1.73B +$33.7M 10 10.3% Increased
264
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.72B +$151M 20 6.32% Increased
265
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.72B +$54M 16 4.16% Increased
266
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.71B -$12.7M 28 1.75% Reduced
267
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.71B +$174M 6 6.53% Increased
268
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.7B +$7.1M 13 18.74% Increased
269
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.67B -$22.2M 6 8.76% Reduced
270
Epoch Investment Partners
Epoch Investment Partners
New York
$1.66B -$516M 8 7.38% Reduced
271
SG Americas Securities
SG Americas Securities
New York
$1.65B +$1.04B 28 7.92% Increased
272
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.64B -$18.9M 13 16.31% Reduced
273
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.63B -$27.7M 18 10.42% Reduced
274
Xponance
Xponance
Pennsylvania
$1.63B +$25.1M 18 17.05% Increased
275
Temasek Holdings
Temasek Holdings
Singapore
$1.63B -$195M 5 9% Reduced