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 |
Marshall Wace
London,
United Kingdom
| $3.46B | +$921M | 25 | 7.35% | Increased |
|
| 127 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $3.41B | -$5.92M | 22 | 5.26% | Reduced |
|
| 128 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| $3.36B | +$55.3M | 25 | 7.14% | Increased |
|
| 129 |
Veritas Asset Management
London,
United Kingdom
| $3.36B | -$38.4M | 4 | 24.8% | Reduced |
|
| 130 |
Corient Private Wealth
Miami,
Florida
| $3.32B | +$959M | 19 | 8.91% | Increased |
|
| 131 |
BNP Paribas Asset Management
Paris,
France
| $3.28B | -$198M | 16 | 11.38% | Reduced |
|
| 132 |
Chevy Chase Trust
Bethesda,
Maryland
| $3.24B | +$16.5M | 11 | 12.83% | Increased |
|
| 133 |
Fayez Sarofim & Co
Houston,
Texas
| $3.23B | +$106M | 6 | 11.32% | Increased |
|
| 134 |
KBC Group
Brussels,
Belgium
| $3.17B | +$266M | 16 | 13.45% | Increased |
|
| 135 |
AQR Capital Management
Greenwich,
Connecticut
| $3.16B | +$87.8M | 23 | 6.93% | Increased |
|
| 136 |
SEI Investments
Oaks,
Pennsylvania
| $3.05B | +$419M | 26 | 5.67% | Increased |
|
| 137 |
Jane Street
New York
| $3.04B | -$63.9M | 35 | 1.25% | Reduced |
|
| 138 |
AustralianSuper
Melbourne,
Australia
| $2.98B | +$436M | 7 | 18.12% | Increased |
|
| 139 |
Artisan Partners
Milwaukee,
Wisconsin
| $2.94B | +$142M | 10 | 4.83% | Increased |
|
| 140 |
Altimeter Capital Management
Boston,
Massachusetts
| $2.93B | +$109M | 3 | 64.37% | Increased |
|
| 141 |
Millennium Management
New York
| $2.93B | +$669M | 32 | 1.68% | Increased |
|
| 142 |
HighTower Advisors
Chicago,
Illinois
| $2.92B | +$57.2M | 28 | 6.36% | Increased |
|
| 143 |
Baird Financial Group
Milwaukee,
Wisconsin
| $2.91B | +$37.4M | 14 | 7.18% | Increased |
|
| 144 |
Axa
Paris,
France
| $2.9B | -$40.8M | 15 | 9.96% | Reduced |
|
| 145 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $2.9B | +$51.1M | 11 | 8.25% | Increased |
|
| 146 |
BNP Paribas Financial Markets
Paris,
France
| $2.89B | -$191M | 26 | 4.04% | Reduced |
|
| 147 |
First Manhattan
New York
| $2.89B | -$72.2M | 16 | 11.06% | Reduced |
|
| 148 |
Truist Financial
Charlotte,
North Carolina
| $2.86B | +$5.63M | 20 | 4.92% | Increased |
|
| 149 |
DnB Asset Management
Oslo,
Norway
| $2.86B | +$57.3M | 15 | 18.12% | Increased |
|
| 150 |
D.E. Shaw & Co
New York
| $2.83B | -$1.39B | 29 | 3.03% | Reduced |
|