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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
Russell Investments Group
Russell Investments Group
United Kingdom
$11.4B +$442M 33 12.46% Increased
77
AQR Capital Management
AQR Capital Management
Connecticut
$11.3B +$1.18B 29 5.94% Increased
78
Pictet Asset Management
Pictet Asset Management
Switzerland
$11.2B +$73.2M 25 10.82% Increased
79
Brown Advisory
Brown Advisory
Maryland
$10.8B -$1.05B 18 15.12% Reduced
80
TD Asset Management
TD Asset Management
Ontario, Canada
$10.7B -$5.97M 18 8.63% Reduced
81
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$10.6B -$128M 31 5.79% Reduced
82
TCI Fund Management
TCI Fund Management
United Kingdom
$10.5B +$95.1M 2 19.57% Increased
83
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$10.5B +$384M 19 14.92% Increased
84
SG Americas Securities
SG Americas Securities
New York
$10B +$6.42B 30 12.78% Increased
85
Allianz Asset Management
Allianz Asset Management
Germany
$9.82B +$561M 21 9.93% Increased
86
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.74B -$94.1M 21 15.81% Reduced
87
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$9.67B -$163M 22 17.09% Reduced
88
SEI Investments
SEI Investments
Pennsylvania
$9.6B +$552M 28 9.48% Increased
89
Bessemer Group
Bessemer Group
New Jersey
$9.49B -$790M 24 14.58% Reduced
90
Stifel Financial
Stifel Financial
Missouri
$9.47B -$508M 22 8.52% Reduced
91
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$9.43B -$146M 4 7.41% Reduced
92
Aviva
Aviva
United Kingdom
$9.34B +$448M 17 15.75% Increased
93
First Trust Advisors
First Trust Advisors
Illinois
$9.08B -$203M 25 6.6% Reduced
94
Citadel Advisors
Citadel Advisors
Florida
$9.06B +$3.56B 38 1.36% Increased
95
Prudential Financial
Prudential Financial
New Jersey
$9.03B -$820M 24 10.91% Reduced
96
Coatue Management
Coatue Management
New York
$8.97B -$831M 6 22.45% Reduced
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.95B -$117M 11 13.54% Reduced
98
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$8.94B -$264M 25 15.11% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.87B -$246M 23 15.7% Reduced
100
Natixis Advisors
Natixis Advisors
Massachusetts
$8.83B +$72.7M 18 12.52% Increased