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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
Sanders Capital
Sanders Capital
Florida
$7.63B +$19.6M 2 16.6% Increased
77
Raymond James & Associates
Raymond James & Associates
Florida
$7.63B +$76.6M 29 6.44% Increased
78
First Trust Advisors
First Trust Advisors
Illinois
$7.42B -$1.04B 26 7.59% Reduced
79
National Pension Service
National Pension Service
South Korea
$7.39B +$79.8M 14 13.49% Increased
80
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$7.31B -$12M 4 35.61% Reduced
81
ProShare Advisors
ProShare Advisors
Maryland
$7.3B -$343M 24 15.68% Reduced
82
Harris Associates
Harris Associates
Illinois
$7.02B +$717M 6 9.25% Increased
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.87B -$120M 24 13.31% Reduced
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.77B +$2.39M 13 13.83% Increased
85
Bessemer Group
Bessemer Group
New Jersey
$6.74B +$159M 19 14.14% Increased
86
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.72B -$64.1M 35 5.89% Reduced
87
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.43B +$57.7M 19 14.04% Increased
88
VOYA Investment Management
VOYA Investment Management
Georgia
$6.42B +$295M 26 13.32% Increased
89
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.38B -$42.2M 4 27.65% Reduced
90
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.2B -$165M 24 12.61% Reduced
91
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.11B +$1.26B 21 16.98% Increased
92
Canada Life
Canada Life
Manitoba, Canada
$6.07B -$74.5M 27 12.63% Reduced
93
Flossbach Von Storch
Flossbach Von Storch
Germany
$5.97B -$106M 7 16.67% Reduced
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.94B -$76.1M 11 11.28% Reduced
95
Magellan Asset Management
Magellan Asset Management
Australia
$5.68B -$3.52B 5 22% Reduced
96
Korea Investment Corp
Korea Investment Corp
South Korea
$5.67B +$760M 14 14.02% Increased
97
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.65B -$2.46B 23 7.58% Reduced
98
Iconiq Capital
Iconiq Capital
California
$5.62B -$175M 7 41.57% Reduced
99
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$5.55B -$49.6M 10 14.42% Reduced
100
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$5.49B -$184M 25 11.4% Reduced