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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
First Trust Advisors
First Trust Advisors
Illinois
$1.62B +$93.6M 13 4.83% Increased
127
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.56B +$987M 15 0.79% Increased
128
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.56B +$41.8M 10 6.96% Increased
129
Epoch Investment Partners
Epoch Investment Partners
New York
$1.55B -$315M 4 5.83% Reduced
130
Generation Investment Management
Generation Investment Management
United Kingdom
$1.53B -$157M 3 17.56% Reduced
131
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.52B -$85.9M 6 5.3% Reduced
132
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.51B +$2.81M 10 8.03% Increased
133
Korea Investment Corp
Korea Investment Corp
South Korea
$1.51B +$65.9M 11 7.24% Increased
134
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.48B -$126M 13 6.39% Reduced
135
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.48B -$220M 19 6.92% Reduced
136
STRS Ohio
STRS Ohio
Ohio
$1.47B -$9.36M 14 6.47% Reduced
137
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.45B -$92M 3 13.16% Reduced
138
Polen Capital Management
Polen Capital Management
Florida
$1.43B +$105M 4 15.72% Increased
139
Sanders Capital
Sanders Capital
Florida
$1.4B +$600M 2 9.95% Increased
140
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.39B +$57.1M 2 13.91% Increased
141
Bessemer Group
Bessemer Group
New Jersey
$1.38B +$135M 14 6.34% Increased
142
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.37B -$16.4M 12 5.11% Reduced
143
Axa
Axa
France
$1.33B -$77.1M 10 6.26% Reduced
144
DZ Bank
DZ Bank
Germany
$1.32B +$1.33B 11 6.36% New
145
Janus Henderson Group
Janus Henderson Group
$1.32B +$8.24M 12 9.71% Increased
146
WBC
Westpac Banking Corp
Australia
$1.3B +$280M 13 12.26% Increased
147
Manning & Napier Advisors
Manning & Napier Advisors
New York
$1.29B +$40.1M 8 8.43% Increased
148
Macquarie Group
Macquarie Group
Australia
$1.28B +$36.9M 15 2.45% Increased
149
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.26B -$144M 14 4.83% Reduced
150
Raymond James & Associates
Raymond James & Associates
Florida
$1.26B +$91.4M 16 3.21% Increased