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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
$6.3B -$1.58B 5 14.58% Reduced
77
Bessemer Group
Bessemer Group
New Jersey
$6.27B -$28.6M 22 13.76% Reduced
78
National Bank of Canada
National Bank of Canada
Quebec, Canada
$6.18B +$408M 27 9.41% Increased
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.08B -$56.4M 35 5.2% Reduced
80
Citigroup
Citigroup
New York
$6.02B -$966M 34 4.5% Reduced
81
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.83B -$101M 23 12.44% Reduced
82
Macquarie Group
Macquarie Group
Australia
$5.77B +$53.9M 22 7.25% Increased
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.68B -$116M 23 13.35% Reduced
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.66B -$227M 12 13.68% Reduced
85
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.65B +$16.2M 22 13.02% Increased
86
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.64B -$250M 17 13.36% Reduced
87
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$5.62B -$15M 5 5.65% Reduced
88
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.59B -$48.4M 13 12.67% Reduced
89
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.58B +$1.06B 18 17.26% Increased
90
Harris Associates
Harris Associates
Illinois
$5.56B -$1.57B 5 10.82% Reduced
91
APG Asset Management
APG Asset Management
Netherlands
$5.56B -$404M 16 11.36% Reduced
92
Aberdeen Group
Aberdeen Group
United Kingdom
$5.53B -$421M 17 14.11% Reduced
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.48B -$556M 37 1.14% Reduced
94
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.44B -$145M 6 25.18% Reduced
95
Millennium Management
Millennium Management
New York
$5.34B +$907M 35 2.69% Increased
96
Russell Investments Group
Russell Investments Group
United Kingdom
$5.3B +$55.5M 27 10.5% Increased
97
Parnassus Investments
Parnassus Investments
California
$5.29B -$92M 6 12.93% Reduced
98
Pictet Asset Management
Pictet Asset Management
Switzerland
$5.28B +$5.41B 24 6.51% New
99
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.2B +$355M 5 24.74% Increased
100
Sands Capital Management
Sands Capital Management
Virginia
$5.2B -$12.6M 6 17.69% Reduced