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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
GQG Partners
GQG Partners
Florida
$6.41B -$341M 6 21.93% Reduced
77
First Trust Advisors
First Trust Advisors
Illinois
$6.24B +$328M 21 9.99% Increased
78
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.23B -$202M 24 6.38% Reduced
79
Sanders Capital
Sanders Capital
Florida
$6.03B +$153M 3 20.69% Increased
80
Swedbank
Swedbank
Sweden
$6.02B -$913M 8 20.65% Reduced
81
Brown Advisory
Brown Advisory
Maryland
$5.86B +$113M 15 12.11% Increased
82
Fred Alger Management
Fred Alger Management
New York
$5.81B -$194M 11 16.87% Reduced
83
Aberdeen Group
Aberdeen Group
United Kingdom
$5.76B -$344M 18 15.37% Reduced
84
Artisan Partners
Artisan Partners
Wisconsin
$5.75B -$1.11B 9 8.12% Reduced
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.72B -$247M 12 13.85% Reduced
86
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$5.59B -$122M 8 13.41% Reduced
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.55B -$14.9M 21 12.63% Reduced
88
TD Asset Management
TD Asset Management
Ontario, Canada
$5.53B -$115M 15 7.67% Reduced
89
DZ Bank
DZ Bank
Germany
$5.5B -$1.2B 14 13.2% Reduced
90
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.4B -$55.1M 6 24.05% Reduced
91
Edgewood Management
Edgewood Management
Connecticut
$5.31B -$878M 4 11.67% Reduced
92
Bessemer Group
Bessemer Group
New Jersey
$5.27B +$219M 16 15.57% Increased
93
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.25B $0 4 33.72% Maintained
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.23B -$125M 19 11.78% Reduced
95
Raymond James & Associates
Raymond James & Associates
Florida
$5.23B -$123M 27 6.54% Reduced
96
Russell Investments Group
Russell Investments Group
United Kingdom
$5.18B -$284M 27 11.16% Reduced
97
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.02B -$134M 28 6.19% Reduced
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.95B +$49.8M 19 12.5% Increased
99
VOYA Investment Management
VOYA Investment Management
Georgia
$4.89B -$1.03B 23 10.83% Reduced
100
National Pension Service
National Pension Service
South Korea
$4.84B $0 11 12.71% Maintained