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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
101
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.57B +$33.4M 10 6.22% Increased
102
TCW Group
TCW Group
California
$1.56B +$34.3M 10 6.46% Increased
103
TD Asset Management
TD Asset Management
Ontario, Canada
$1.52B +$162M 9 2.76% Increased
104
APG Asset Management
APG Asset Management
Netherlands
$1.51B +$160M 9 3.94% Increased
105
Swedbank
Swedbank
Sweden
$1.5B +$2.26B 6 11.67% New
106
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.48B -$259M 12 1.92% Reduced
107
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.47B +$43.1M 3 26.06% Increased
108
SG Americas Securities
SG Americas Securities
New York
$1.47B +$247M 10 6.35% Increased
109
Brown Advisory
Brown Advisory
Maryland
$1.44B -$527M 8 4.6% Reduced
110
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.4B +$285M 8 6.69% Increased
111
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.38B +$310M 13 1.97% Increased
112
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.37B +$136M 11 1.03% Increased
113
BlackRock Japan
BlackRock Japan
Japan
$1.36B -$9.08M 11 6.09% Reduced
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.34B +$4.24M 9 5.1% Increased
115
Janus Henderson Group
Janus Henderson Group
$1.33B +$104M 9 12.91% Increased
116
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.33B -$36.1M 11 6.26% Reduced
117
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.31B -$7.77M 9 5.02% Reduced
118
Epoch Investment Partners
Epoch Investment Partners
New York
$1.3B +$420M 5 5.23% Increased
119
Credit Agricole
Credit Agricole
France
$1.23B -$8.63M 11 4.97% Reduced
120
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.23B -$74.4M 8 3.43% Reduced
121
STRS Ohio
STRS Ohio
Ohio
$1.2B +$6.98M 9 5.39% Increased
122
Swiss National Bank
Swiss National Bank
Switzerland
$1.19B -$96.2M 10 4.68% Reduced
123
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.18B +$134M 2 5.13% Increased
124
AWM
Ashmore Wealth Management
Delaware
$1.18B $0 4 23.5% Maintained
125
Axa
Axa
France
$1.17B -$4.71M 10 5.11% Reduced