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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
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.49B +$54.3M 6 25.01% Increased
77
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.26B +$1.18B 36 1.36% Increased
78
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.24B -$92.4M 4 32.03% Reduced
79
Macquarie Group
Macquarie Group
Australia
$4.96B -$237M 29 6.08% Reduced
80
Citigroup
Citigroup
New York
$4.91B -$77.4M 35 3.52% Reduced
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.85B -$31.7M 13 12.6% Reduced
82
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.83B -$27.7M 36 5.05% Reduced
83
Bessemer Group
Bessemer Group
New Jersey
$4.73B +$167M 19 12.34% Increased
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.73B -$9.98M 24 12.13% Reduced
85
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.7B +$57.9M 16 12.66% Increased
86
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.52B +$56.7M 25 8% Increased
87
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.51B +$54.2M 24 11.21% Increased
88
Silver Lake Group
Silver Lake Group
California
$4.48B $0 2 40.47% Maintained
89
Sands Capital Management
Sands Capital Management
Virginia
$4.41B -$595M 6 16.54% Reduced
90
Parnassus Investments
Parnassus Investments
California
$4.4B +$928M 3 11.44% Increased
91
Aberdeen Group
Aberdeen Group
United Kingdom
$4.36B +$544M 18 12.97% Increased
92
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.34B -$475M 7 15.99% Reduced
93
Stifel Financial
Stifel Financial
Missouri
$4.21B +$147M 25 6.9% Increased
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.21B -$130M 12 10.44% Reduced
95
Victory Capital Management
Victory Capital Management
Texas
$4.14B +$42.1M 28 4.83% Increased
96
Korea Investment Corp
Korea Investment Corp
South Korea
$4.04B +$85.7M 15 12.44% Increased
97
Canada Life
Canada Life
Manitoba, Canada
$4.01B -$85.3M 26 11.4% Reduced
98
Russell Investments Group
Russell Investments Group
United Kingdom
$4B +$68.5M 29 8.79% Increased
99
First Trust Advisors
First Trust Advisors
Illinois
$3.99B -$769M 28 5.18% Reduced
100
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.99B +$1.77M 6 4.81% Increased