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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
126
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.46B +$71.8M 6 6.65% Increased
127
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.43B -$125M 12 5.2% Reduced
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.42B +$127M 16 6.02% Increased
129
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.4B +$45.8M 13 6.94% Increased
130
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.38B +$22.7M 10 7.9% Increased
131
Vontobel Asset Management
Vontobel Asset Management
New York
$1.38B +$134M 3 10.61% Increased
132
STRS Ohio
STRS Ohio
Ohio
$1.37B +$3.89M 13 6.15% Increased
133
GE
General Electric
Ohio
$1.34B +$57.5M 9 6.87% Increased
134
Axa
Axa
France
$1.31B +$80M 10 5.88% Increased
135
William Blair Investment Management
William Blair Investment Management
Illinois
$1.31B +$251M 7 5.2% Increased
136
Generation Investment Management
Generation Investment Management
United Kingdom
$1.29B +$335M 3 15.7% Increased
137
Canada Life
Canada Life
Manitoba, Canada
$1.28B +$51.3M 13 4.63% Increased
138
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.26B -$31.3M 10 6.09% Reduced
139
First Trust Advisors
First Trust Advisors
Illinois
$1.26B -$385M 12 4.04% Reduced
140
Credit Agricole
Credit Agricole
France
$1.24B -$190M 14 5.89% Reduced
141
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.24B -$165M 2 13.98% Reduced
142
Macquarie Group
Macquarie Group
Australia
$1.23B +$984K 14 2.47% Increased
143
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.19B +$523M 2 11.34% Increased
144
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.15B -$16.4M 10 6.82% Reduced
145
Polen Capital Management
Polen Capital Management
Florida
$1.14B +$116M 4 15.67% Increased
146
Sculptor Capital
Sculptor Capital
New York
$1.13B +$500M 5 5.72% Increased
147
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.12B +$6.54M 13 7.59% Increased
148
Calamos Advisors
Calamos Advisors
Illinois
$1.12B +$15.3M 11 7.45% Increased
149
Janus Henderson Group
Janus Henderson Group
$1.1B -$47.1M 13 8.9% Reduced
150
AIG
American International Group
New York
$1.06B +$22.6M 17 4.13% Increased