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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
$5.8B -$101M 24 6.33% Reduced
102
Canada Life
Canada Life
Manitoba, Canada
$5.73B +$6.2M 21 12.6% Increased
103
Allianz Asset Management
Allianz Asset Management
Germany
$5.67B +$458M 20 9.27% Increased
104
Royal London Asset Management
Royal London Asset Management
United Kingdom
$5.63B +$59.8M 14 16.1% Increased
105
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.56B -$599M 37 1.06% Reduced
106
LPL Financial
LPL Financial
California
$5.48B +$306M 29 3.32% Increased
107
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.48B -$133M 28 4.79% Reduced
108
Generation Investment Management
Generation Investment Management
United Kingdom
$5.42B -$87.5M 4 24.56% Reduced
109
Korea Investment Corp
Korea Investment Corp
South Korea
$5.31B +$14.1M 15 13.94% Increased
110
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.28B -$67.4M 15 7.61% Reduced
111
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.28B -$1.53B 28 8.45% Reduced
112
Corient Private Wealth
Corient Private Wealth
Florida
$5.28B +$404M 23 9.71% Increased
113
Marshall Wace
Marshall Wace
United Kingdom
$5.21B +$144M 20 8.82% Increased
114
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$5.2B +$111M 7 15.9% Increased
115
Victory Capital Management
Victory Capital Management
Texas
$5.09B -$373M 26 5.35% Reduced
116
Harris Associates
Harris Associates
Illinois
$4.94B -$1.07B 5 8.51% Reduced
117
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.93B -$252M 21 11.6% Reduced
118
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.91B +$66.1M 19 11.91% Increased
119
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.83B +$20.7M 14 13.44% Increased
120
Los Angeles Capital Management
Los Angeles Capital Management
California
$4.72B +$67.5M 18 17.64% Increased
121
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.66B -$464M 24 9.48% Reduced
122
SEI Investments
SEI Investments
Pennsylvania
$4.66B -$7.07M 26 7.48% Reduced
123
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$4.6B -$766M 3 28.58% Reduced
124
Citadel Advisors
Citadel Advisors
Florida
$4.54B +$441M 42 0.91% Increased
125
US Bancorp
US Bancorp
Minnesota
$4.5B +$13.7M 28 6.66% Increased