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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
276
GQG Partners
GQG Partners
Florida
$595M +$67.9M 6 18.73% Increased
277
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$590M +$4.91M 11 3.83% Increased
278
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$589M +$26.3M 10 6.96% Increased
279
TPSF
Texas Permanent School Fund
Texas
$579M -$8.23M 11 7.24% Reduced
280
SAM
Southeastern Asset Management
Tennessee
$577M -$174M 1 7.14% Reduced
281
Rockefeller Financial Services
Rockefeller Financial Services
New York
$575M -$85.4M 10 9.08% Reduced
282
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$564M -$22.9M 5 15.06% Reduced
283
MetLife Investment Management
MetLife Investment Management
New Jersey
$561M +$542M 15 6.35% New
284
Arizona State Retirement System
Arizona State Retirement System
Arizona
$558M +$14M 11 5.43% Increased
285
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$557M -$33.1M 7 5.14% Reduced
286
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$557M -$12.3M 13 7.05% Reduced
287
Scharf Investments
Scharf Investments
California
$550M -$30.8M 2 12.49% Reduced
288
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$550M -$26.7M 11 4.73% Reduced
289
SCM
Suvretta Capital Management
New York
$546M -$277M 2 12.91% Reduced
290
Alyeska Investment Group
Alyeska Investment Group
Illinois
$544M +$296M 8 4.33% Increased
291
HighTower Advisors
HighTower Advisors
Illinois
$544M +$4.78M 15 4.46% Increased
292
Two Sigma Investments
Two Sigma Investments
New York
$539M +$105M 16 1.75% Increased
293
VM
Valinor Management
New York
$537M +$66M 5 15.88% Increased
294
AWM
Ashmore Wealth Management
Delaware
$534M -$41.7M 3 27.85% Reduced
295
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$531M -$102M 2 9.01% Reduced
296
Sentry Investments
Sentry Investments
Ontario, Canada
$528M -$72.9M 5 6.71% Reduced
297
LPL Financial
LPL Financial
California
$528M +$41.4M 16 1.61% Increased
298
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$525M +$51M 12 4.6% Increased
299
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$520M -$58.7M 7 3.62% Reduced
300
Tocqueville Asset Management
Tocqueville Asset Management
New York
$518M -$30.7M 9 5.89% Reduced