← 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
276
TCW Group
TCW Group
California
$2.27B +$168M 19 16.28% Increased
277
Glenmede Trust
Glenmede Trust
Pennsylvania
$2.26B +$2.27B 18 10.73% New
278
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.25B +$20.2M 12 8.7% Increased
279
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2.24B -$462M 16 4.39% Reduced
280
Nissay Asset Management
Nissay Asset Management
Japan
$2.24B +$48M 16 11.65% Increased
281
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$2.23B -$70.3M 16 19.46% Reduced
282
USS Investment Management
USS Investment Management
United Kingdom
$2.2B +$25M 12 10.25% Increased
283
PineBridge Investments
PineBridge Investments
New York
$2.19B -$115M 17 16.11% Reduced
284
Comerica Bank
Comerica Bank
Texas
$2.17B -$206M 25 8.67% Reduced
285
Fundsmith LLP
Fundsmith LLP
United Kingdom
$2.17B -$966M 3 12.69% Reduced
286
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$2.13B +$1.72B 8 22.03% Increased
287
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12B +$48.7M 29 8.1% Increased
288
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$2.11B -$375M 9 14.67% Reduced
289
NewEdge Advisors
NewEdge Advisors
Louisiana
$2.11B +$666M 29 7.65% Increased
290
MML Investors Services
MML Investors Services
Massachusetts
$2.1B +$103M 21 5.12% Increased
291
CCM
Cantillon Capital Management
New York
$2.1B +$15.3M 3 11.34% Increased
292
IEQ Capital
IEQ Capital
California
$2.09B +$75.9M 26 6.25% Increased
293
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$2.09B +$73.4M 17 14.86% Increased
294
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$2.08B +$2.95M 6 20.01% Increased
295
Amalgamated Bank
Amalgamated Bank
New York
$2.07B -$80.8M 28 14.91% Reduced
296
DSM Capital Partners
DSM Capital Partners
Florida
$2.06B +$31.7M 6 30.55% Increased
297
Appaloosa LP
Appaloosa LP
New Jersey
$2.06B -$154M 4 29.73% Reduced
298
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$2.05B -$600M 7 8.01% Reduced
299
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$2.05B -$78.6M 16 22.33% Reduced
300
Woodline Partners
Woodline Partners
California
$2.04B +$349M 18 7.9% Increased