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
Edinburgh,
United Kingdom
| $1.66B | -$47.3M | 6 | 6.85% | Reduced |
|
| 127 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $1.66B | +$27.3M | 9 | 7.15% | Increased |
|
| 128 |
Generation Investment Management
London,
United Kingdom
| $1.63B | +$31.5M | 3 | 17.66% | Increased |
|
| 129 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $1.61B | -$32.7M | 14 | 6.34% | Reduced |
|
| 130 |
Citadel Advisors
Miami,
Florida
| $1.6B | +$188M | 17 | 1.6% | Increased |
|
| 131 |
Renaissance Technologies
New York
| $1.56B | +$683M | 12 | 2.77% | Increased |
|
| 132 |
First Trust Advisors
Wheaton,
Illinois
| $1.53B | +$71.3M | 12 | 4.58% | Increased |
|
| 133 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $1.53B | +$81.8M | 10 | 6.99% | Increased |
|
| 134 |
Chevy Chase Trust
Bethesda,
Maryland
| $1.51B | -$32.8M | 10 | 8.25% | Reduced |
|
| 135 |
Yacktman Asset Management
Austin,
Texas
| $1.51B | -$69.4M | 3 | 13.09% | Reduced |
|
| 136 |
STRS Ohio
Columbus,
Ohio
| $1.48B | -$23.1M | 13 | 6.61% | Reduced |
|
| 137 |
Korea Investment Corp
Seoul,
South Korea
| $1.46B | +$87.7M | 11 | 7.79% | Increased |
|
| 138 |
Sculptor Capital
New York
| $1.44B | +$227M | 8 | 8.21% | Increased |
|
| 139 |
Pictet Asset Management (UK)
London,
United Kingdom
| $1.44B | +$54.2M | 12 | 5.4% | Increased |
|
| 140 |
Axa
Paris,
France
| $1.43B | +$9.78M | 10 | 6.3% | Increased |
|
| 141 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| $1.42B | -$17.9M | 12 | 5.09% | Reduced |
|
| 142 |
Ninety One (UK)
London,
United Kingdom
| $1.39B | +$161M | 7 | 6.79% | Increased |
|
| 143 |
Polen Capital Management
Boca Raton,
Florida
| $1.34B | +$41.6M | 4 | 16% | Increased |
|
| 144 |
Arrowstreet Capital
Boston,
Massachusetts
| $1.33B | +$425M | 11 | 4.36% | Increased |
|
| 145 |
Janus Henderson Group
London,
| $1.33B | +$183M | 13 | 9.83% | Increased |
|
| 146 |
Citigroup
New York
| $1.31B | +$283M | 21 | 1.22% | Increased |
|
| 147 |
Manning & Napier Advisors
Fairport,
New York
| $1.3B | +$191M | 8 | 7.99% | Increased |
|
| 148 |
Millennium Management
New York
| $1.29B | +$442M | 20 | 2.17% | Increased |
|
| 149 |
Independent Franchise Partners
London,
United Kingdom
| $1.29B | +$4.2M | 2 | 12.88% | Increased |
|
| 150 |
Bessemer Group
Woodbridge,
New Jersey
| $1.28B | +$228M | 12 | 6.44% | Increased |
|