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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
351
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.13B -$736M 11 10.4% Reduced
352
INTECH Investment Management
INTECH Investment Management
Florida
$1.12B +$68.3M 16 13.92% Increased
353
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.12B +$289M 11 9.55% Increased
354
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.11B +$32.2M 16 13.13% Increased
355
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.11B $0 3 69.61% Maintained
356
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$1.11B -$8.94M 6 12.66% Reduced
357
New York Life Investment Management
New York Life Investment Management
New York
$1.11B -$19.5M 14 11.15% Reduced
358
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$1.1B -$45.6M 5 22.58% Reduced
359
CIP
Champlain Investment Partners
Vermont
$1.09B -$131M 4 6.68% Reduced
360
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.07B +$7.44M 16 12.03% Increased
361
AGF Management
AGF Management
Ontario, Canada
$1.07B -$84.1M 9 5.93% Reduced
362
Farallon Capital Management
Farallon Capital Management
California
$1.07B -$106M 3 4.57% Reduced
363
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$1.06B -$241M 4 9.8% Reduced
364
John W. Bristol & Co
John W. Bristol & Co
New York
$1.06B -$33.9M 5 17.14% Reduced
365
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.05B -$728M 9 2.76% Reduced
366
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.04B -$494M 22 1.83% Reduced
367
IEQ Capital
IEQ Capital
California
$1.04B +$50.9M 21 14% Increased
368
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.03B +$100M 8 13.82% Increased
369
Himalaya Capital Management
Himalaya Capital Management
Washington
$1.02B $0 2 39.88% Maintained
370
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$1.02B -$19.8M 19 17.35% Reduced
371
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$1.01B +$42.5M 10 19.35% Increased
372
SC US (TTGP)
SC US (TTGP)
California
$1.01B -$5.92M 1 8.17% Reduced
373
SCGE Management
SCGE Management
California
$1.01B -$92.9M 2 19.74% Reduced
374
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.01B +$193M 21 5.63% Increased
375
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$1.01B +$14.5M 7 12.47% Increased