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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
$5.75B -$30.5M 25 5.52% Reduced
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.73B -$261M 12 11.21% Reduced
103
Canada Life
Canada Life
Manitoba, Canada
$5.67B -$20.2M 25 12.95% Reduced
104
SM
SB Management
United Arab Emirates
$5.65B -$2.81B 1 66.47% Reduced
105
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$5.57B +$501K 5 5.59% Increased
106
Russell Investments Group
Russell Investments Group
United Kingdom
$5.51B -$300M 26 9.22% Reduced
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$5.41B -$169M 21 11.19% Reduced
108
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.23B +$263M 5 13.54% Increased
109
VOYA Investment Management
VOYA Investment Management
Georgia
$5.22B -$420M 27 10.11% Reduced
110
Stifel Financial
Stifel Financial
Missouri
$5.12B +$95.1M 27 7.66% Increased
111
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.09B -$584M 20 10.75% Reduced
112
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$5.07B +$23.4M 4 25.19% Increased
113
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$5.01B +$922M 17 7.76% Increased
114
First Eagle Investment Management
First Eagle Investment Management
New York
$5.01B +$92.6M 6 12.52% Increased
115
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.99B +$498M 12 9.65% Increased
116
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.98B -$47.5M 11 12.74% Reduced
117
ProShare Advisors
ProShare Advisors
Maryland
$4.93B -$286M 24 14.4% Reduced
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.93B -$582M 26 4.25% Reduced
119
Generation Investment Management
Generation Investment Management
United Kingdom
$4.83B +$756M 6 20.04% Increased
120
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.77B +$312M 16 10.58% Increased
121
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.75B +$196M 18 6.6% Increased
122
Edgewood Management
Edgewood Management
Connecticut
$4.71B -$28.6M 2 7.96% Reduced
123
Korea Investment Corp
Korea Investment Corp
South Korea
$4.66B +$104M 15 13.36% Increased
124
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$4.48B -$834M 22 4.88% Reduced
125
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.42B +$670M 12 9.56% Increased