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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$7.09B +$1.64B 17 12.38% Increased
102
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.87B -$303M 16 14.48% Reduced
103
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.84B -$13.9M 14 16.67% Reduced
104
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.81B +$228M 7 16.54% Increased
105
SEI Investments
SEI Investments
Pennsylvania
$6.69B +$222M 26 8.59% Increased
106
Victory Capital Management
Victory Capital Management
Texas
$6.58B +$154M 24 6.47% Increased
107
Marshall Wace
Marshall Wace
United Kingdom
$6.56B -$1.78B 26 7.88% Reduced
108
Corient Private Wealth
Corient Private Wealth
Florida
$6.52B -$138M 20 10.82% Reduced
109
KBC Group
KBC Group
Belgium
$6.24B -$62.3M 21 17.19% Reduced
110
Natixis Advisors
Natixis Advisors
Massachusetts
$6.21B +$141M 17 11.61% Increased
111
Korea Investment Corp
Korea Investment Corp
South Korea
$6.05B -$116M 15 14.35% Reduced
112
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$6.04B -$32.8M 6 22.01% Reduced
113
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6B +$525M 22 8.17% Increased
114
Sands Capital Management
Sands Capital Management
Virginia
$5.87B -$159M 6 17.37% Reduced
115
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.79B +$336M 13 4.92% Increased
116
Generation Investment Management
Generation Investment Management
United Kingdom
$5.71B -$195M 5 29.77% Reduced
117
US Bancorp
US Bancorp
Minnesota
$5.66B +$23.7M 31 7.41% Increased
118
Tiger Global Management
Tiger Global Management
New York
$5.61B $0 3 21.21% Maintained
119
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$5.53B +$25.8M 15 13.72% Increased
120
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.52B +$271M 3 14.77% Increased
121
Aviva
Aviva
United Kingdom
$5.48B -$32.3M 17 14.23% Reduced
122
Danske Bank
Danske Bank
Denmark
$5.3B +$394M 20 15.85% Increased
123
HighTower Advisors
HighTower Advisors
Illinois
$5.29B +$2.27B 26 7.23% Increased
124
AQR Capital Management
AQR Capital Management
Connecticut
$5.26B -$86M 23 6.78% Reduced
125
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.15B -$159M 19 12.09% Reduced