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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
Aberdeen Group
Aberdeen Group
United Kingdom
$10.2B +$271M 17 17.39% Increased
77
Fidelity International
Fidelity International
Bermuda
$10.1B +$170M 19 8.66% Increased
78
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$10.1B -$702M 20 14.99% Reduced
79
Polen Capital Management
Polen Capital Management
Florida
$9.65B -$1.22B 7 29.61% Reduced
80
Corient Private Wealth
Corient Private Wealth
Florida
$9.24B +$2.29B 20 12.29% Increased
81
Canada Life
Canada Life
Manitoba, Canada
$9.12B +$107M 20 14.46% Increased
82
Russell Investments Group
Russell Investments Group
United Kingdom
$9.1B -$171M 28 11.6% Reduced
83
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$9.1B -$12.9M 31 5.86% Reduced
84
Bessemer Group
Bessemer Group
New Jersey
$9.08B +$143M 23 14.74% Increased
85
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.03B -$50M 20 16.11% Reduced
86
Pictet Asset Management
Pictet Asset Management
Switzerland
$9B +$430M 21 9.16% Increased
87
TD Asset Management
TD Asset Management
Ontario, Canada
$8.96B +$102M 17 7.65% Increased
88
Prudential Financial
Prudential Financial
New Jersey
$8.76B +$351M 23 11.32% Increased
89
Stifel Financial
Stifel Financial
Missouri
$8.57B -$35.9M 25 8.34% Reduced
90
First Trust Advisors
First Trust Advisors
Illinois
$8.54B -$119M 25 6.87% Reduced
91
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.44B +$142M 22 14.93% Increased
92
Lazard Asset Management
Lazard Asset Management
New York
$8.41B -$541M 21 11.57% Reduced
93
Coatue Management
Coatue Management
New York
$8.38B +$758M 6 23.35% Increased
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.29B +$26.7M 21 14.7% Increased
95
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$8.22B +$107M 21 14.07% Increased
96
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$8.11B -$13.9M 4 7.17% Reduced
97
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$8.01B -$265M 26 14.31% Reduced
98
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.92B +$392M 17 12.8% Increased
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.83B +$158M 10 13.2% Increased
100
Marshall Wace
Marshall Wace
United Kingdom
$7.64B +$443M 26 8.61% Increased