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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
Sarasin & Partners
Sarasin & Partners
United Kingdom
$895M +$55.6M 4 11.73% Increased
277
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$884M +$21.1M 30 1.34% Increased
278
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$870M -$30.1M 15 14.84% Reduced
279
Artemis Investment Management
Artemis Investment Management
United Kingdom
$862M -$14.1M 8 9.78% Reduced
280
CIBC World Market
CIBC World Market
Ontario, Canada
$856M +$16.1M 17 3.03% Increased
281
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$855M -$35.7M 18 4.3% Reduced
282
Xponance
Xponance
Pennsylvania
$851M +$89.9M 19 13.79% Increased
283
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$839M -$15.8M 19 8.81% Reduced
284
Holocene Advisors
Holocene Advisors
New York
$835M -$6.14M 9 5.09% Reduced
285
PineBridge Investments
PineBridge Investments
New York
$830M -$51.7M 17 10.05% Reduced
286
TCW Group
TCW Group
California
$826M -$29.7M 9 11.83% Reduced
287
Vontobel Holding
Vontobel Holding
Switzerland
$820M +$152M 22 8.28% Increased
288
Cerity Partners
Cerity Partners
New York
$816M +$374M 16 5.23% Increased
289
Voloridge Investment Management
Voloridge Investment Management
Florida
$806M +$34.7M 17 4.49% Increased
290
H&H International Investment
H&H International Investment
California
$804M +$106M 2 7.42% Increased
291
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$802M -$50.3M 4 11.47% Reduced
292
First Pacific Advisors
First Pacific Advisors
California
$789M +$4.94M 6 12.1% Increased
293
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$787M -$44.4M 15 8.21% Reduced
294
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$779M -$3.49M 5 10.07% Reduced
295
Cardano Risk Management
Cardano Risk Management
Netherlands
$778M +$278M 4 65.25% Increased
296
GAM
GuardCap Asset Management
United Kingdom
$775M -$21.9M 3 12.04% Reduced
297
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$771M +$6.79M 7 13.93% Increased
298
SCGE Management
SCGE Management
California
$770M $0 4 27.22% Maintained
299
Boston Trust Walden
Boston Trust Walden
Massachusetts
$768M +$17.1M 9 6.75% Increased
300
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$767M +$167M 14 10.91% Increased