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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
Macquarie Group
Macquarie Group
Australia
$5.6B -$1.15B 29 6.29% Reduced
77
Citigroup
Citigroup
New York
$5.37B -$1.35B 35 3.99% Reduced
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.31B -$65.3M 36 5.21% Reduced
79
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.25B -$23.4M 13 12.86% Reduced
80
Flossbach Von Storch
Flossbach Von Storch
Germany
$5.14B +$748M 7 17.25% Increased
81
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.08B -$252M 24 12.29% Reduced
82
First Trust Advisors
First Trust Advisors
Illinois
$5.01B -$431M 28 6.18% Reduced
83
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.96B +$53M 18 12.87% Increased
84
Bessemer Group
Bessemer Group
New Jersey
$4.92B -$245M 20 12.26% Reduced
85
VOYA Investment Management
VOYA Investment Management
Georgia
$4.9B -$36.4M 26 12.35% Reduced
86
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.89B -$1.08B 23 8.16% Reduced
87
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.85B +$40.7B 12 14.37% Increased
88
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.81B -$3.98M 24 11.44% Reduced
89
Silver Lake Group
Silver Lake Group
California
$4.79B $0 2 37.41% Maintained
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.65B +$25M 10 10.67% Increased
91
Sands Capital Management
Sands Capital Management
Virginia
$4.62B +$44.7M 7 15.99% Increased
92
Canada Life
Canada Life
Manitoba, Canada
$4.46B -$82.4M 26 11.78% Reduced
93
Victory Capital Management
Victory Capital Management
Texas
$4.46B -$93.6M 26 5.08% Reduced
94
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.44B +$4.71M 6 5.07% Increased
95
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.42B +$1.03B 36 1.09% Increased
96
Stifel Financial
Stifel Financial
Missouri
$4.42B +$143M 26 6.92% Increased
97
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.28B -$81.5M 23 7.11% Reduced
98
Russell Investments Group
Russell Investments Group
United Kingdom
$4.28B +$35.2M 28 8.73% Increased
99
Korea Investment Corp
Korea Investment Corp
South Korea
$4.25B -$120M 15 12.98% Reduced
100
Aberdeen Group
Aberdeen Group
United Kingdom
$4.19B +$1.32M 17 13.16% Increased