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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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$5.03B +$146M 21 7.25% Increased
127
Tiger Global Management
Tiger Global Management
New York
$4.94B +$1.13B 3 27.02% Increased
128
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.9B +$184M 18 7.69% Increased
129
Natixis Advisors
Natixis Advisors
Massachusetts
$4.77B +$344M 17 10.98% Increased
130
AQR Capital Management
AQR Capital Management
Connecticut
$4.77B +$10.1M 23 8.13% Increased
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
$4.76B +$5.58M 10 15.58% Increased
132
Harris Associates
Harris Associates
Illinois
$4.76B -$716M 5 7.7% Reduced
133
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.76B -$161M 7 13.87% Reduced
134
Axa
Axa
France
$4.58B +$199M 17 13.74% Increased
135
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.58B +$73.7M 24 12.09% Increased
136
HighTower Advisors
HighTower Advisors
Illinois
$4.56B -$219M 26 7.38% Reduced
137
Artisan Partners
Artisan Partners
Wisconsin
$4.5B +$104M 9 6.5% Increased
138
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.42B -$207M 22 6.89% Reduced
139
Fundsmith LLP
Fundsmith LLP
United Kingdom
$4.26B -$137M 2 16.67% Reduced
140
Coatue Management
Coatue Management
New York
$4.26B +$268M 6 16.69% Increased
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.19B +$618M 9 15.22% Increased
142
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.19B -$414M 6 18.21% Reduced
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.18B -$163M 15 10.06% Reduced
144
Truist Financial
Truist Financial
North Carolina
$4.18B +$5.51M 20 6.32% Increased
145
William Blair Investment Management
William Blair Investment Management
Illinois
$4.17B +$360M 7 10.77% Increased
146
Citadel Advisors
Citadel Advisors
Florida
$4.13B -$806M 38 0.8% Reduced
147
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.1B +$380M 19 15.74% Increased
148
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.08B -$469M 16 8.23% Reduced
149
Baird Financial Group
Baird Financial Group
Wisconsin
$4.03B +$69.9M 15 8.45% Increased
150
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4B -$57.1M 23 17.29% Reduced