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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
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$5.16B -$332M 11 14.94% Reduced
102
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.16B -$1.39B 3 37.25% Reduced
103
First Trust Advisors
First Trust Advisors
Illinois
$5.13B +$62.7M 25 5.83% Increased
104
Canada Life
Canada Life
Manitoba, Canada
$5.12B -$197M 24 12.14% Reduced
105
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.11B +$113M 13 6.07% Increased
106
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$5.03B +$260M 25 5.96% Increased
107
Marshall Wace
Marshall Wace
United Kingdom
$5.01B +$842M 21 9.78% Increased
108
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5B +$1.64B 25 6.25% Increased
109
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.98B +$1.56B 4 22.4% Increased
110
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.86B +$493M 15 15.72% Increased
111
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.81B +$434M 20 7.29% Increased
112
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.76B -$17.3M 21 11% Reduced
113
Korea Investment Corp
Korea Investment Corp
South Korea
$4.68B -$116M 16 13.14% Reduced
114
Coatue Management
Coatue Management
New York
$4.65B +$1.73B 6 22.76% Increased
115
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.61B -$55.2M 19 15.95% Reduced
116
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.57B -$572M 6 18.43% Reduced
117
Generation Investment Management
Generation Investment Management
United Kingdom
$4.52B +$40.9M 4 21.88% Increased
118
Millennium Management
Millennium Management
New York
$4.49B +$964M 33 2.21% Increased
119
Allianz Asset Management
Allianz Asset Management
Germany
$4.46B -$151M 22 7.99% Reduced
120
ProShare Advisors
ProShare Advisors
Maryland
$4.43B -$192M 19 12.86% Reduced
121
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.29B -$152M 25 6.85% Reduced
122
LPL Financial
LPL Financial
California
$4.27B +$148M 31 3.05% Increased
123
Corient Private Wealth
Corient Private Wealth
Florida
$4.25B +$278M 21 9.8% Increased
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.13B -$57.6M 20 10.82% Reduced
125
Ninety One (UK)
Ninety One (UK)
United Kingdom
$4.06B +$1.1B 4 11.85% Increased