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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
76
DZ Bank
DZ Bank
Germany
$4.6B +$508M 14 15.56% Increased
77
Ninety One (UK)
Ninety One (UK)
United Kingdom
$4.48B -$346M 6 18.83% Reduced
78
Fred Alger Management
Fred Alger Management
New York
$4.45B -$161M 9 19.56% Reduced
79
Aberdeen Group
Aberdeen Group
United Kingdom
$4.37B +$167M 16 13.88% Increased
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.34B -$121M 12 13.09% Reduced
81
Sanders Capital
Sanders Capital
Florida
$4.32B +$169M 3 20.25% Increased
82
GQG Partners
GQG Partners
Florida
$4.27B +$830M 6 29.39% Increased
83
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.18B -$601M 7 13.59% Reduced
84
Edgewood Management
Edgewood Management
Connecticut
$4.17B +$565M 4 13.85% Increased
85
VOYA Investment Management
VOYA Investment Management
Georgia
$4.14B +$236M 20 11.14% Increased
86
Russell Investments Group
Russell Investments Group
United Kingdom
$4.13B -$253M 22 10.69% Reduced
87
Tiger Global Management
Tiger Global Management
New York
$4.12B -$29.4M 7 24.83% Reduced
88
TD Asset Management
TD Asset Management
Ontario, Canada
$4.08B +$155M 13 6.91% Increased
89
Brown Advisory
Brown Advisory
Maryland
$4.08B +$81.4M 12 12.49% Increased
90
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.02B -$80.5M 5 24.63% Reduced
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.01B +$103M 19 12.17% Increased
92
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$3.84B -$30.6M 4 33.29% Reduced
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.79B -$46.4M 23 4.78% Reduced
94
Raymond James & Associates
Raymond James & Associates
Florida
$3.79B +$167M 24 6.01% Increased
95
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.78B +$194M 15 11% Increased
96
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.71B -$1.98B 23 1.18% Reduced
97
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.66B +$2.29B 18 10.31% Increased
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$3.59B +$90.8M 19 12.03% Increased
99
Bessemer Group
Bessemer Group
New Jersey
$3.58B +$94.4M 14 14.42% Increased
100
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.57B +$260M 24 5.57% Increased