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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.38B -$128M 11 11.2% Reduced
102
Canada Life
Canada Life
Manitoba, Canada
$4.3B +$54.9M 22 9.88% Increased
103
Victory Capital Management
Victory Capital Management
Texas
$4.27B -$133M 19 5.78% Reduced
104
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.07B -$565M 27 0.98% Reduced
105
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.06B -$154M 8 23.47% Reduced
106
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.03B +$179M 20 11.17% Increased
107
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.02B +$981M 6 20.94% Increased
108
Harris Associates
Harris Associates
Illinois
$3.86B -$203M 6 9.39% Reduced
109
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.84B $0 4 5.28% Maintained
110
Korea Investment Corp
Korea Investment Corp
South Korea
$3.81B +$9.27M 13 13.99% Increased
111
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$3.78B +$271M 5 28.07% Increased
112
Vontobel Asset Management
Vontobel Asset Management
New York
$3.77B +$151M 5 25.32% Increased
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.62B -$177M 12 14.67% Reduced
114
Parnassus Investments
Parnassus Investments
California
$3.46B -$63.2M 4 11.97% Reduced
115
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$3.42B +$145M 14 5.89% Increased
116
Harding Loevner
Harding Loevner
New Jersey
$3.4B +$523M 5 16.29% Increased
117
Stifel Financial
Stifel Financial
Missouri
$3.39B -$73.2M 21 7.79% Reduced
118
Federated Hermes
Federated Hermes
Pennsylvania
$3.36B +$166M 22 8.31% Increased
119
First Eagle Investment Management
First Eagle Investment Management
New York
$3.34B -$81.7M 5 10.49% Reduced
120
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.28B -$230M 12 9.24% Reduced
121
Citadel Advisors
Citadel Advisors
Florida
$3.28B +$1.03B 29 1.17% Increased
122
JSP
Jackson Square Partners
California
$3.28B -$51.9M 5 16.44% Reduced
123
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.26B +$955M 23 5.76% Increased
124
Aperio Group
Aperio Group
California
$3.26B +$80.4M 20 12.05% Increased
125
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.26B +$158M 12 15.69% Increased