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 |
US Bancorp
Minneapolis,
Minnesota
| $3.91B | -$68.7M | 30 | 6.39% | Reduced |
|
| 127 |
Fayez Sarofim & Co
Houston,
Texas
| $3.9B | +$369M | 6 | 13.16% | Increased |
|
| 128 |
Quilter Plc
London,
United Kingdom
| $3.83B | +$4.25M | 7 | 15.11% | Increased |
|
| 129 |
First Eagle Investment Management
New York
| $3.79B | -$39.9M | 5 | 9.8% | Reduced |
|
| 130 |
Truist Financial
Charlotte,
North Carolina
| $3.74B | +$486M | 22 | 6.25% | Increased |
|
| 131 |
Fundsmith LLP
London,
United Kingdom
| $3.72B | -$124M | 2 | 16.92% | Reduced |
|
| 132 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $3.72B | +$85.7M | 22 | 6.25% | Increased |
|
| 133 |
Chevy Chase Trust
Bethesda,
Maryland
| $3.71B | -$57.6M | 11 | 14.66% | Reduced |
|
| 134 |
Coatue Management
New York
| $3.69B | -$841M | 7 | 18.73% | Reduced |
|
| 135 |
HighTower Advisors
Chicago,
Illinois
| $3.62B | +$178M | 28 | 6.81% | Increased |
|
| 136 |
KBC Group
Brussels,
Belgium
| $3.58B | +$276M | 23 | 14.6% | Increased |
|
| 137 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $3.52B | -$506M | 24 | 10.99% | Reduced |
|
| 138 |
AQR Capital Management
Greenwich,
Connecticut
| $3.51B | +$125M | 26 | 7.24% | Increased |
|
| 139 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $3.5B | -$425M | 22 | 5.79% | Reduced |
|
| 140 |
Citadel Advisors
Miami,
Florida
| $3.46B | +$383M | 40 | 0.74% | Increased |
|
| 141 |
Axa
Paris,
France
| $3.44B | +$72.9M | 17 | 12.1% | Increased |
|
| 142 |
ProShare Advisors
Bethesda,
Maryland
| $3.43B | -$960M | 17 | 10.7% | Reduced |
|
| 143 |
AustralianSuper
Melbourne,
Australia
| $3.41B | +$26.5M | 8 | 22.06% | Increased |
|
| 144 |
Artisan Partners
Milwaukee,
Wisconsin
| $3.39B | +$30.7M | 10 | 5.75% | Increased |
|
| 145 |
Tiger Global Management
New York
| $3.38B | +$517M | 5 | 24.95% | Increased |
|
| 146 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $3.31B | -$91.7M | 12 | 9.54% | Reduced |
|
| 147 |
Natixis Advisors
Boston,
Massachusetts
| $3.28B | +$215M | 15 | 10.04% | Increased |
|
| 148 |
Two Sigma Advisers
New York
| $3.24B | +$1.41B | 30 | 8.31% | Increased |
|
| 149 |
First Manhattan
New York
| $3.2B | -$35.9M | 19 | 11.82% | Reduced |
|
| 150 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| $3.17B | -$58.7M | 23 | 16.21% | Reduced |
|