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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.66B +$1.61B 10 6.08% New
127
DZ Bank
DZ Bank
Germany
$1.65B +$204M 11 7.52% Increased
128
Generation Investment Management
Generation Investment Management
United Kingdom
$1.64B -$9.67M 3 17.93% Reduced
129
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.64B -$46.8M 6 5.41% Reduced
130
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.61B -$102M 10 6.95% Reduced
131
STRS Ohio
STRS Ohio
Ohio
$1.56B -$43.3M 14 6.74% Reduced
132
Citadel Advisors
Citadel Advisors
Florida
$1.53B +$469M 19 1.4% Increased
133
ValueAct Holdings
ValueAct Holdings
California
$1.52B -$1B 1 12.69% Reduced
134
Janus Henderson Group
Janus Henderson Group
$1.51B +$61.1M 12 10.61% Increased
135
Epoch Investment Partners
Epoch Investment Partners
New York
$1.51B -$164M 5 5.04% Reduced
136
Citigroup
Citigroup
New York
$1.5B -$406M 21 1.34% Reduced
137
Raymond James & Associates
Raymond James & Associates
Florida
$1.47B +$88.4M 15 3.41% Increased
138
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.47B -$65.2M 2 14% Reduced
139
Korea Investment Corp
Korea Investment Corp
South Korea
$1.47B -$192M 11 7.27% Reduced
140
WBC
Westpac Banking Corp
Australia
$1.46B +$61.2M 12 11.7% Increased
141
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.45B -$149M 3 13.57% Reduced
142
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.44B +$23.8M 14 5.1% Increased
143
SEI Investments
SEI Investments
Pennsylvania
$1.35B +$44.8M 15 5.93% Increased
144
Axa
Axa
France
$1.33B -$126M 12 6.02% Reduced
145
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.32B -$43M 9 4.72% Reduced
146
Renaissance Technologies
Renaissance Technologies
New York
$1.31B +$376M 13 1.83% Increased
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.3B -$31.9M 10 7.16% Reduced
148
Coatue Management
Coatue Management
New York
$1.29B -$51.7M 6 12.4% Reduced
149
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.29B -$470M 18 0.65% Reduced
150
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.26B +$2.17M 7 7.94% Increased