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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
KBC Group
KBC Group
Belgium
$8.63B +$140M 22 19.68% Increased
102
Canada Life
Canada Life
Manitoba, Canada
$8.56B -$2.33B 20 14.9% Reduced
103
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$8.54B +$2.24B 19 12.65% Increased
104
1832 Asset Management
1832 Asset Management
Ontario, Canada
$8.45B +$1.48B 13 6.43% Increased
105
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$8.29B +$67.7M 20 14.34% Increased
106
D.E. Shaw & Co
D.E. Shaw & Co
New York
$8.29B +$1.11B 29 4.55% Increased
107
Tiger Global Management
Tiger Global Management
New York
$8.29B -$880M 3 27.89% Reduced
108
Corient Private Wealth
Corient Private Wealth
Florida
$8.28B +$933M 23 11.26% Increased
109
Royal London Asset Management
Royal London Asset Management
United Kingdom
$8.15B -$318M 16 17.14% Reduced
110
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$8.1B -$25.9M 7 19.43% Reduced
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$8B -$209M 16 15.56% Reduced
112
Winslow Capital Management
Winslow Capital Management
Minnesota
$7.86B -$778M 6 26.37% Reduced
113
Danske Bank
Danske Bank
Denmark
$7.63B +$468M 20 17.75% Increased
114
ProShare Advisors
ProShare Advisors
Maryland
$7.62B +$1.29B 25 13.45% Increased
115
Korea Investment Corp
Korea Investment Corp
South Korea
$7.56B +$103M 18 14.88% Increased
116
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$7.2B -$560M 24 8.52% Reduced
117
Marshall Wace
Marshall Wace
United Kingdom
$7.15B -$909M 26 6.51% Reduced
118
Credit Agricole
Credit Agricole
France
$7.1B +$1.21B 19 16.11% Increased
119
Ninety One (UK)
Ninety One (UK)
United Kingdom
$7.09B -$739M 7 15.19% Reduced
120
Mariner
Mariner
Kansas
$6.97B +$525M 25 8.3% Increased
121
US Bancorp
US Bancorp
Minnesota
$6.95B -$39.8M 30 8.14% Reduced
122
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$6.86B +$6.87B 15 10.35% New
123
Baird Financial Group
Baird Financial Group
Wisconsin
$6.77B +$50.1M 14 10.56% Increased
124
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.73B +$2.36B 25 7.67% Increased
125
Parnassus Investments
Parnassus Investments
California
$6.59B -$1.28B 5 17.1% Reduced