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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.19B +$207M 20 7.59% Increased
102
Stifel Financial
Stifel Financial
Missouri
$5.17B +$20.5M 26 7.27% Increased
103
First Trust Advisors
First Trust Advisors
Illinois
$5.11B -$26.9M 25 6.06% Reduced
104
Canada Life
Canada Life
Manitoba, Canada
$5.04B +$70.5M 24 12.1% Increased
105
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.83B +$1.2B 28 5.04% Increased
106
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.81B +$60.7M 15 15.58% Increased
107
Victory Capital Management
Victory Capital Management
Texas
$4.8B -$352M 27 5.52% Reduced
108
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$4.72B -$448M 3 35.6% Reduced
109
Korea Investment Corp
Korea Investment Corp
South Korea
$4.61B +$16M 16 13.58% Increased
110
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.59B -$265M 15 6.51% Reduced
111
Allianz Asset Management
Allianz Asset Management
Germany
$4.54B +$178M 21 7.66% Increased
112
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.51B -$175M 22 11.28% Reduced
113
Generation Investment Management
Generation Investment Management
United Kingdom
$4.49B +$73.4M 4 23.62% Increased
114
LPL Financial
LPL Financial
California
$4.48B +$303M 31 3.13% Increased
115
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.47B -$561M 10 14.31% Reduced
116
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.47B -$663M 25 9.85% Reduced
117
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.41B -$132M 5 19.45% Reduced
118
Marshall Wace
Marshall Wace
United Kingdom
$4.35B -$564M 22 8.81% Reduced
119
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.25B +$175M 20 11.36% Increased
120
Corient Private Wealth
Corient Private Wealth
Florida
$4.24B +$53.7M 24 9.73% Increased
121
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.21B +$299M 16 12.89% Increased
122
SEI Investments
SEI Investments
Pennsylvania
$4.07B +$237M 27 7.31% Increased
123
Los Angeles Capital Management
Los Angeles Capital Management
California
$4.05B +$375M 17 17.18% Increased
124
Ninety One (UK)
Ninety One (UK)
United Kingdom
$3.96B +$45.3M 3 12.53% Increased
125
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.96B -$246M 24 7.02% Reduced