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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
$6.31B -$58.9M 23 6.01% Reduced
102
Corient Private Wealth
Corient Private Wealth
Florida
$6.29B +$104M 21 9.81% Increased
103
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.16B +$305M 6 15.66% Increased
104
SEI Investments
SEI Investments
Pennsylvania
$6.06B +$95.8M 26 7.88% Increased
105
Victory Capital Management
Victory Capital Management
Texas
$6.04B -$95.7M 23 5.82% Reduced
106
KBC Group
KBC Group
Belgium
$5.86B -$430M 20 17.71% Reduced
107
Korea Investment Corp
Korea Investment Corp
South Korea
$5.76B -$126M 15 13.66% Reduced
108
Natixis Advisors
Natixis Advisors
Massachusetts
$5.69B +$197M 16 11.1% Increased
109
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.45B -$196M 6 20.25% Reduced
110
Generation Investment Management
Generation Investment Management
United Kingdom
$5.38B -$147M 4 25.14% Reduced
111
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.32B +$879M 14 10.58% Increased
112
US Bancorp
US Bancorp
Minnesota
$5.31B -$10.3M 30 6.82% Reduced
113
Sands Capital Management
Sands Capital Management
Virginia
$5.25B -$252M 6 15.92% Reduced
114
AustralianSuper
AustralianSuper
Australia
$5.23B +$1.28B 8 26.08% Increased
115
Tiger Global Management
Tiger Global Management
New York
$5.2B +$17.2M 3 22.21% Increased
116
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$5.2B -$381M 21 7.24% Reduced
117
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$5.18B +$3.61M 14 12.83% Increased
118
Aviva
Aviva
United Kingdom
$5.17B +$175M 16 13.4% Increased
119
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.12B -$347M 16 10.31% Reduced
120
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.11B -$41.1M 3 28.14% Reduced
121
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.09B -$932M 11 3.87% Reduced
122
AQR Capital Management
AQR Capital Management
Connecticut
$4.96B -$115M 25 6.85% Reduced
123
Ninety One (UK)
Ninety One (UK)
United Kingdom
$4.95B -$684M 3 13.22% Reduced
124
Vontobel Holding
Vontobel Holding
Switzerland
$4.95B -$314M 21 15.98% Reduced
125
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.95B -$152M 19 11.29% Reduced