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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
Prudential Financial
Prudential Financial
New Jersey
$7.52B -$171M 26 9.26% Reduced
102
Natixis Advisors
Natixis Advisors
Massachusetts
$7.51B -$35.9M 20 10.45% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$7.46B -$88.2M 23 13.97% Reduced
104
Canada Life
Canada Life
Manitoba, Canada
$7.46B +$149M 20 13.37% Increased
105
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.95B -$10.3M 15 14.58% Reduced
106
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.94B -$200M 12 6.38% Reduced
107
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.82B +$1.8B 25 9.68% Increased
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.82B +$12.1M 16 13.86% Increased
109
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.82B -$5.85M 7 17.44% Reduced
110
Danske Bank
Danske Bank
Denmark
$6.78B +$288M 18 16.33% Increased
111
Citadel Advisors
Citadel Advisors
Florida
$6.61B -$1.43B 41 1.07% Reduced
112
KBC Group
KBC Group
Belgium
$6.59B -$857M 24 16.52% Reduced
113
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.54B -$939M 18 11.43% Reduced
114
Corient Private Wealth
Corient Private Wealth
Florida
$6.46B -$690M 23 9.25% Reduced
115
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.46B +$713M 26 7.19% Increased
116
Mariner
Mariner
Kansas
$6.32B +$436M 27 7.38% Increased
117
Korea Investment Corp
Korea Investment Corp
South Korea
$6.26B -$188M 16 12.97% Reduced
118
Daiwa Securities Group
Daiwa Securities Group
Japan
$6.16B +$2.57B 20 17.7% Increased
119
Tiger Global Management
Tiger Global Management
New York
$6.07B -$1.25B 3 26.55% Reduced
120
Baird Financial Group
Baird Financial Group
Wisconsin
$6.05B +$328M 14 9.45% Increased
121
Jones Financial Companies
Jones Financial Companies
Missouri
$6.02B +$4.28B 36 2.89% Increased
122
US Bancorp
US Bancorp
Minnesota
$5.88B -$5.58M 30 7.14% Reduced
123
DnB Asset Management
DnB Asset Management
Norway
$5.86B +$615M 22 20.9% Increased
124
Lazard Asset Management
Lazard Asset Management
New York
$5.81B +$347M 25 9.56% Increased
125
Fred Alger Management
Fred Alger Management
New York
$5.77B +$212M 12 25.35% Increased