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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
Victory Capital Management
Victory Capital Management
Texas
$4.95B -$102M 23 5.52% Reduced
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.84B -$132M 11 10.55% Reduced
103
Harris Associates
Harris Associates
Illinois
$4.72B +$194M 6 9.13% Increased
104
VOYA Investment Management
VOYA Investment Management
Georgia
$4.72B -$552M 25 9.56% Reduced
105
GQG Partners
GQG Partners
Florida
$4.71B -$2.04B 5 16.14% Reduced
106
Viking Global Investors
Viking Global Investors
Connecticut
$4.55B +$1.26B 4 12.51% Increased
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.52B -$140M 23 10.47% Reduced
108
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.48B +$692M 6 18.33% Increased
109
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.37B +$221M 29 0.71% Increased
110
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.37B $0 4 5.01% Maintained
111
Korea Investment Corp
Korea Investment Corp
South Korea
$4.35B +$124M 16 13.08% Increased
112
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.34B +$171M 12 11.65% Increased
113
Edgewood Management
Edgewood Management
Connecticut
$4.22B -$1.47B 3 8.37% Reduced
114
Stifel Financial
Stifel Financial
Missouri
$4.09B +$130M 25 7.3% Increased
115
Ninety One (UK)
Ninety One (UK)
United Kingdom
$4.09B -$22.8M 7 12.57% Reduced
116
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$4.04B -$269M 23 5.27% Reduced
117
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.93B +$777M 14 8.34% Increased
118
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.87B -$138M 16 16.52% Reduced
119
Aperio Group
Aperio Group
California
$3.85B +$6.53M 23 11.41% Increased
120
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.83B -$106M 12 13.65% Reduced
121
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.82B +$287M 12 8.94% Increased
122
Soroban Capital Partners
Soroban Capital Partners
New York
$3.78B +$1.27B 5 28.68% Increased
123
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.72B -$163M 8 17.93% Reduced
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.7B +$104M 15 9.73% Increased
125
Parnassus Investments
Parnassus Investments
California
$3.68B +$44.4M 3 9.99% Increased