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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
GQG Partners
GQG Partners
Florida
$6.57B +$627M 5 9.95% Increased
102
Corient Private Wealth
Corient Private Wealth
Florida
$6.46B +$8.77M 21 11.25% Increased
103
Parnassus Investments
Parnassus Investments
California
$6.46B -$78.7M 6 14.06% Reduced
104
Victory Capital Management
Victory Capital Management
Texas
$6.37B +$159M 24 6.39% Increased
105
First Trust Advisors
First Trust Advisors
Illinois
$6.29B -$54.7M 23 6.41% Reduced
106
SEI Investments
SEI Investments
Pennsylvania
$6.16B +$312M 27 8.72% Increased
107
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.15B +$129M 16 4.99% Increased
108
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.14B +$408M 6 16.57% Increased
109
Korea Investment Corp
Korea Investment Corp
South Korea
$6.11B -$144M 15 15.4% Reduced
110
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.01B -$2.29B 21 13.37% Reduced
111
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.96B -$770M 6 22.09% Reduced
112
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.95B -$139M 4 16.42% Reduced
113
Sands Capital Management
Sands Capital Management
Virginia
$5.8B -$190M 6 17.04% Reduced
114
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$5.72B +$235M 21 8.51% Increased
115
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.72B +$1.18B 19 11.22% Increased
116
Natixis Advisors
Natixis Advisors
Massachusetts
$5.65B +$380M 16 12.28% Increased
117
Generation Investment Management
Generation Investment Management
United Kingdom
$5.63B -$229M 4 27.09% Reduced
118
Millennium Management
Millennium Management
New York
$5.55B -$375M 35 2.57% Reduced
119
US Bancorp
US Bancorp
Minnesota
$5.51B -$13.4M 29 7.51% Reduced
120
Vontobel Holding
Vontobel Holding
Switzerland
$5.51B +$3.93B 20 17.89% Increased
121
Tiger Global Management
Tiger Global Management
New York
$5.49B $0 3 25.38% Maintained
122
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.46B -$156M 3 30.43% Reduced
123
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$5.42B -$412M 15 14% Reduced
124
Jane Street
Jane Street
New York
$5.39B +$2.25B 40 1.23% Increased
125
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.28B -$357M 19 12.58% Reduced