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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.81B +$1.57B 14 14.72% Increased
102
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.77B +$1.1B 23 6.83% Increased
103
Canada Life
Canada Life
Manitoba, Canada
$4.71B -$2.98M 22 10.22% Reduced
104
Victory Capital Management
Victory Capital Management
Texas
$4.68B +$532K 22 6% Increased
105
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.61B -$65.2M 11 11.55% Reduced
106
SC US (TTGP)
SC US (TTGP)
California
$4.38B +$4.16B 1 42.24% New
107
Vontobel Asset Management
Vontobel Asset Management
New York
$4.35B -$105M 5 26.11% Reduced
108
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.34B +$9.39M 23 10.82% Increased
109
Nomura Holdings
Nomura Holdings
Japan
$4.17B +$2.71B 19 9.13% Increased
110
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.04B -$508M 29 0.77% Reduced
111
Temasek Holdings
Temasek Holdings
Singapore
$4.03B +$323M 4 20.46% Increased
112
Korea Investment Corp
Korea Investment Corp
South Korea
$3.99B -$158M 13 14.08% Reduced
113
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.98B $0 4 5.08% Maintained
114
Harris Associates
Harris Associates
Illinois
$3.86B -$193M 6 9.4% Reduced
115
Ninety One (UK)
Ninety One (UK)
United Kingdom
$3.8B -$2.1B 6 13.73% Reduced
116
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.79B +$801M 10 11.25% Increased
117
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.76B -$855M 8 20.92% Reduced
118
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.74B +$177M 12 9.97% Increased
119
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.73B +$230M 13 17.15% Increased
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$3.71B +$37.2M 21 5.8% Increased
121
Stifel Financial
Stifel Financial
Missouri
$3.66B +$40.8M 23 7.54% Increased
122
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.64B -$223M 12 14.38% Reduced
123
Aperio Group
Aperio Group
California
$3.6B +$86.6M 20 12.16% Increased
124
Federated Hermes
Federated Hermes
Pennsylvania
$3.57B -$409M 19 8.36% Reduced
125
First Eagle Investment Management
First Eagle Investment Management
New York
$3.47B -$76.8M 5 10.41% Reduced