← All themes

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
126
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.76B -$605M 27 6.93% Reduced
127
US Bancorp
US Bancorp
Minnesota
$6.71B +$61.4M 31 7.33% Increased
128
Credit Agricole
Credit Agricole
France
$6.54B +$404M 20 13.27% Increased
129
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.52B -$918M 21 9.86% Reduced
130
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.45B -$53.4M 22 6.45% Reduced
131
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.43B +$163M 17 9.16% Increased
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.27B -$85.3M 8 14.11% Reduced
133
Marshall Wace
Marshall Wace
United Kingdom
$6.21B +$107M 29 4.9% Increased
134
HighTower Advisors
HighTower Advisors
Illinois
$6.19B +$91.4M 30 5.94% Increased
135
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$6.17B -$261M 26 11.82% Reduced
136
Two Sigma Investments
Two Sigma Investments
New York
$6.15B -$319M 36 4.45% Reduced
137
Coatue Management
Coatue Management
New York
$5.97B +$1.29B 4 12.28% Increased
138
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$5.96B -$132M 30 9.66% Reduced
139
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.83B -$457M 6 17.79% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$5.78B -$101M 11 14.89% Reduced
141
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.78B -$16.6M 40 8.86% Reduced
142
Cerity Partners
Cerity Partners
New York
$5.76B +$174M 30 6.96% Increased
143
Holocene Advisors
Holocene Advisors
New York
$5.76B +$1.7B 13 12.97% Increased
144
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$5.74B +$145M 14 14.56% Increased
145
Parnassus Investments
Parnassus Investments
California
$5.73B -$244M 6 15.31% Reduced
146
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.67B -$404M 7 12.67% Reduced
147
Storebrand Asset Management
Storebrand Asset Management
Norway
$5.56B -$43.5M 16 13.69% Reduced
148
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$5.53B -$191M 18 8.31% Reduced
149
Truist Financial
Truist Financial
North Carolina
$5.53B +$31M 23 6.6% Increased
150
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.52B +$250M 24 8.16% Increased