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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
AQR Capital Management
AQR Capital Management
Connecticut
$5.28B +$79.4M 24 8.09% Increased
127
Los Angeles Capital Management
Los Angeles Capital Management
California
$5.23B -$481M 14 18.72% Reduced
128
Aviva
Aviva
United Kingdom
$5.19B +$771M 16 14.39% Increased
129
Chevy Chase Trust
Chevy Chase Trust
Maryland
$5.14B -$74.4M 10 16.41% Reduced
130
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.02B -$1.24B 30 4.7% Reduced
131
Artisan Partners
Artisan Partners
Wisconsin
$4.98B -$46.8M 11 7.47% Reduced
132
Axa
Axa
France
$4.92B -$106M 18 14.65% Reduced
133
HighTower Advisors
HighTower Advisors
Illinois
$4.89B -$56.8M 27 7.56% Reduced
134
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.82B -$182M 24 12.75% Reduced
135
William Blair Investment Management
William Blair Investment Management
Illinois
$4.8B +$179M 7 12.58% Increased
136
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.78B -$486M 7 14.83% Reduced
137
Harris Associates
Harris Associates
Illinois
$4.75B -$749M 5 8.04% Reduced
138
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.68B -$668M 18 7.5% Reduced
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.67B +$22.9M 11 15.77% Increased
140
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.6B +$1.67M 15 11.17% Increased
141
Truist Financial
Truist Financial
North Carolina
$4.58B +$17.3M 18 6.97% Increased
142
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.58B -$333M 18 17.53% Reduced
143
Baird Financial Group
Baird Financial Group
Wisconsin
$4.54B +$98.4M 15 9.42% Increased
144
Danske Bank
Danske Bank
Denmark
$4.52B -$1.1B 18 16.67% Reduced
145
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.47B -$285M 25 7.29% Reduced
146
DnB Asset Management
DnB Asset Management
Norway
$4.45B +$328M 14 21.23% Increased
147
Fundsmith LLP
Fundsmith LLP
United Kingdom
$4.44B -$224M 2 18.09% Reduced
148
William Blair & Company
William Blair & Company
Illinois
$4.41B +$162M 20 13.61% Increased
149
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4.41B -$11.7M 23 18.41% Reduced
150
First Manhattan
First Manhattan
New York
$4.41B -$47M 8 14.13% Reduced