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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.43B +$2.47M 18 11.77% Increased
127
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.4B +$37.9M 11 15.18% Increased
128
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.39B +$537M 6 16.06% Increased
129
JSP
Jackson Square Partners
California
$2.39B +$387M 5 15.08% Increased
130
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.32B +$120M 9 8.38% Increased
131
Harding Loevner
Harding Loevner
New Jersey
$2.27B +$20.1M 4 12.66% Increased
132
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.25B -$8.35M 18 15.69% Reduced
133
STRS Ohio
STRS Ohio
Ohio
$2.24B -$49.9M 16 11.8% Reduced
134
SEI Investments
SEI Investments
Pennsylvania
$2.22B -$6.32M 21 8.14% Reduced
135
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.21B -$138M 16 7.96% Reduced
136
Axa
Axa
France
$2.19B +$106M 17 10.95% Increased
137
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$2.18B +$114M 13 8.76% Increased
138
DSM Capital Partners
DSM Capital Partners
Florida
$2.18B -$24.6M 5 33.05% Reduced
139
William Blair Investment Management
William Blair Investment Management
Illinois
$2.18B +$132M 8 10.61% Increased
140
US Bancorp
US Bancorp
Minnesota
$2.15B +$34.2M 24 6.7% Increased
141
Wellcome Trust
Wellcome Trust
United Kingdom
$2.12B -$257M 6 37.93% Reduced
142
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$2.07B +$151M 10 8.66% Increased
143
Truist Financial
Truist Financial
North Carolina
$2.07B +$27.9M 18 5.45% Increased
144
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.02B -$269M 6 11.37% Reduced
145
VVP
Vulcan Value Partners
Alabama
$2.02B +$23.2M 4 20.95% Increased
146
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2B +$37M 14 16.18% Increased
147
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.98B +$42.9M 14 6.36% Increased
148
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.96B -$147M 3 15.54% Reduced
149
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.94B -$134M 14 5.94% Reduced
150
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.92B -$7.83M 12 10.7% Reduced