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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
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$3.02B -$99.2M 22 4.48% Reduced
127
LPL Financial
LPL Financial
California
$2.99B +$112M 30 2.89% Increased
128
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.99B -$126M 15 15.12% Reduced
129
ProShare Advisors
ProShare Advisors
Maryland
$2.98B -$714M 23 11.45% Reduced
130
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.97B -$17.3M 22 5.11% Reduced
131
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.91B -$197M 4 9.58% Reduced
132
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.85B -$1.07B 26 4.56% Reduced
133
US Bancorp
US Bancorp
Minnesota
$2.84B -$65.9M 33 5.86% Reduced
134
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.84B +$126M 16 11.17% Increased
135
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.82B -$672M 4 16.49% Reduced
136
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$2.8B -$86.6M 7 11.08% Reduced
137
SEI Investments
SEI Investments
Pennsylvania
$2.73B -$42.8M 26 6.1% Reduced
138
AQR Capital Management
AQR Capital Management
Connecticut
$2.7B +$4.06M 23 6.58% Increased
139
Magellan Asset Management
Magellan Asset Management
Australia
$2.7B -$841M 5 18.87% Reduced
140
Axa
Axa
France
$2.68B +$42M 20 10.54% Increased
141
Tiger Global Management
Tiger Global Management
New York
$2.67B +$671M 5 24.48% Increased
142
Edgewood Management
Edgewood Management
Connecticut
$2.64B -$397M 2 9.22% Reduced
143
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.64B +$30.5M 21 11.9% Increased
144
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.61B -$317M 19 4.65% Reduced
145
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.6B +$212M 3 21.47% Increased
146
Truist Financial
Truist Financial
North Carolina
$2.56B -$59.5M 20 4.91% Reduced
147
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.55B +$17M 23 14.68% Increased
148
First Manhattan
First Manhattan
New York
$2.53B -$64.2M 19 10.73% Reduced
149
Iconiq Capital
Iconiq Capital
California
$2.51B -$481M 6 30.95% Reduced
150
KBC Group
KBC Group
Belgium
$2.49B +$431M 17 12.96% Increased