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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
Pictet Asset Management
Pictet Asset Management
Switzerland
$10.5B +$365M 22 10.11% Increased
77
TCI Fund Management
TCI Fund Management
United Kingdom
$10.4B -$2.18B 2 19.82% Reduced
78
Canada Life
Canada Life
Manitoba, Canada
$10.4B +$196M 20 14.93% Increased
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$10.4B +$147M 32 6.31% Increased
80
TD Asset Management
TD Asset Management
Ontario, Canada
$10.4B +$402M 17 8.42% Increased
81
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$10.2B +$205M 20 17.23% Increased
82
National Bank of Canada
National Bank of Canada
Quebec, Canada
$10.1B -$2.65B 27 10.09% Reduced
83
AQR Capital Management
AQR Capital Management
Connecticut
$9.91B +$2.11B 28 6.35% Increased
84
Coatue Management
Coatue Management
New York
$9.66B +$1.07B 8 23.68% Increased
85
Bessemer Group
Bessemer Group
New Jersey
$9.6B -$537M 24 14.68% Reduced
86
Stifel Financial
Stifel Financial
Missouri
$9.59B +$1.58M 24 8.76% Increased
87
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$9.48B +$180M 21 15.56% Increased
88
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$9.41B +$597M 18 13.63% Increased
89
Lazard Asset Management
Lazard Asset Management
New York
$9.39B +$49.6M 22 12.64% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$9.37B -$387M 25 11.14% Reduced
91
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.3B -$158M 23 15.45% Reduced
92
First Trust Advisors
First Trust Advisors
Illinois
$9.2B -$333M 25 6.85% Reduced
93
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$9.03B -$142M 4 7.53% Reduced
94
Polen Capital Management
Polen Capital Management
Florida
$8.93B -$1.93B 9 28.99% Reduced
95
Macquarie Group
Macquarie Group
Australia
$8.91B +$578M 18 10.39% Increased
96
SEI Investments
SEI Investments
Pennsylvania
$8.85B +$617M 26 9.52% Increased
97
Allianz Asset Management
Allianz Asset Management
Germany
$8.72B +$303M 21 9.73% Increased
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.71B -$495M 21 15.23% Reduced
99
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$8.7B -$196M 25 14.89% Reduced
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.66B -$36.5M 11 13.72% Reduced