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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.17B +$138M 23 2.75% Increased
277
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.16B +$587M 23 3.61% Increased
278
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$2.16B -$125M 16 19% Reduced
279
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.15B -$185M 15 8.54% Reduced
280
Sarasin & Partners
Sarasin & Partners
United Kingdom
$2.15B -$114M 4 21.08% Reduced
281
USS Investment Management
USS Investment Management
United Kingdom
$2.11B +$260M 11 9.61% Increased
282
Nissay Asset Management
Nissay Asset Management
Japan
$2.1B -$45.7M 15 11.6% Reduced
283
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.06B +$678M 9 15.42% Increased
284
Amalgamated Bank
Amalgamated Bank
New York
$2.06B +$16.5M 27 14.71% Increased
285
Farallon Capital Management
Farallon Capital Management
California
$2.03B +$56.2M 3 8.33% Increased
286
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$2.03B -$97.5M 14 13.14% Reduced
287
TCW Group
TCW Group
California
$2.01B -$226M 9 16.8% Reduced
288
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$1.99B -$43.3M 6 18.7% Reduced
289
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.98B +$415M 16 21.89% Increased
290
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.98B -$152M 16 11.35% Reduced
291
DSM Capital Partners
DSM Capital Partners
Florida
$1.98B +$96.3M 4 28.26% Increased
292
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.97B -$163M 5 10.8% Reduced
293
Tidal Investments
Tidal Investments
Wisconsin
$1.95B +$541M 22 3.91% Increased
294
Lido Advisors
Lido Advisors
California
$1.95B +$373M 18 6.11% Increased
295
Natixis
Natixis
France
$1.95B -$798M 16 9.03% Reduced
296
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95B -$23.9M 29 7.66% Reduced
297
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.92B +$359M 24 6.06% Increased
298
M&G plc
M&G plc
United Kingdom
$1.92B -$211M 9 10.19% Reduced
299
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.91B -$82.5M 18 13.71% Reduced
300
IEQ Capital
IEQ Capital
California
$1.91B +$236M 27 5.81% Increased