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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
First Trust Advisors
First Trust Advisors
Illinois
$4.37B +$178M 26 5.04% Increased
102
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.36B +$306M 6 18.34% Increased
103
Sands Capital Management
Sands Capital Management
Virginia
$4.35B +$90.2M 6 14.33% Increased
104
Fundsmith LLP
Fundsmith LLP
United Kingdom
$4.1B +$453K 3 17.67% Increased
105
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.07B +$501M 19 6.63% Increased
106
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.06B +$95.8M 15 5.91% Increased
107
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$4.04B +$469M 24 5.05% Increased
108
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.03B +$12.5M 20 9.8% Increased
109
Korea Investment Corp
Korea Investment Corp
South Korea
$4.02B -$28.2M 16 11.7% Reduced
110
ProShare Advisors
ProShare Advisors
Maryland
$3.92B +$303M 18 11.99% Increased
111
Tiger Global Management
Tiger Global Management
New York
$3.92B +$622M 6 35.65% Increased
112
Quilter Plc
Quilter Plc
United Kingdom
$3.92B +$4.46M 7 15.03% Increased
113
Allianz Asset Management
Allianz Asset Management
Germany
$3.89B -$2.22M 22 6.9% Reduced
114
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.88B -$706M 18 13.77% Reduced
115
Generation Investment Management
Generation Investment Management
United Kingdom
$3.83B -$12.3M 4 20.42% Reduced
116
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.77B +$186M 20 5.96% Increased
117
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.76B -$417M 26 6.23% Reduced
118
GQG Partners
GQG Partners
Florida
$3.73B +$3.27B 4 9.77% Increased
119
First Eagle Investment Management
First Eagle Investment Management
New York
$3.64B +$72.6M 4 9.63% Increased
120
Royal London Asset Management
Royal London Asset Management
United Kingdom
$3.63B -$1.47M 15 14.52% Reduced
121
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.56B +$16.2M 16 7.88% Increased
122
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.54B +$193M 19 9.64% Increased
123
US Bancorp
US Bancorp
Minnesota
$3.51B -$47.4M 32 5.93% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.49B +$160M 25 10.37% Increased
125
LPL Financial
LPL Financial
California
$3.46B +$112M 30 2.69% Increased