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 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $4.9B | +$228M | 11 | 15.35% | Increased |
|
| 127 |
Chevy Chase Trust
Bethesda,
Maryland
| $4.85B | -$87.2M | 10 | 14.86% | Reduced |
|
| 128 |
Coatue Management
New York
| $4.78B | +$517M | 6 | 17.78% | Increased |
|
| 129 |
HighTower Advisors
Chicago,
Illinois
| $4.78B | -$2.06B | 25 | 3.9% | Reduced |
|
| 130 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $4.6B | -$34.5M | 24 | 11.58% | Reduced |
|
| 131 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $4.59B | -$98.9M | 7 | 13.79% | Reduced |
|
| 132 |
Danske Bank
Copenhagen K,
Denmark
| $4.57B | +$212M | 21 | 15.21% | Increased |
|
| 133 |
Bank Julius Baer & Co
Zurich,
Switzerland
| $4.43B | -$156M | 16 | 14.91% | Reduced |
|
| 134 |
Axa
Paris,
France
| $4.41B | -$326M | 18 | 13.05% | Reduced |
|
| 135 |
Baird Financial Group
Milwaukee,
Wisconsin
| $4.38B | +$26M | 14 | 8.51% | Increased |
|
| 136 |
First Eagle Investment Management
New York
| $4.36B | -$10.2M | 5 | 8.97% | Reduced |
|
| 137 |
D.E. Shaw & Co
New York
| $4.34B | -$539M | 30 | 3.73% | Reduced |
|
| 138 |
First Manhattan
New York
| $4.31B | -$48.4M | 9 | 12.78% | Reduced |
|
| 139 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| $4.25B | -$4.84M | 23 | 16.87% | Reduced |
|
| 140 |
William Blair & Company
Chicago,
Illinois
| $4.22B | -$1.29M | 20 | 12.39% | Reduced |
|
| 141 |
Harris Associates
Chicago,
Illinois
| $4.17B | -$279M | 5 | 5.44% | Reduced |
|
| 142 |
Millennium Management
New York
| $4.16B | -$1.26B | 32 | 1.97% | Reduced |
|
| 143 |
Artisan Partners
Milwaukee,
Wisconsin
| $4.16B | -$600M | 10 | 6.18% | Reduced |
|
| 144 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $4.15B | +$127M | 24 | 12.35% | Increased |
|
| 145 |
DnB Asset Management
Oslo,
Norway
| $4.14B | -$114M | 15 | 18.68% | Reduced |
|
| 146 |
Truist Financial
Charlotte,
North Carolina
| $4.14B | -$333M | 19 | 6.48% | Reduced |
|
| 147 |
Fundsmith LLP
London,
United Kingdom
| $4.11B | -$102M | 2 | 16.24% | Reduced |
|
| 148 |
ProShare Advisors
Bethesda,
Maryland
| $3.98B | +$99M | 22 | 9.75% | Increased |
|
| 149 |
Los Angeles Capital Management
Los Angeles,
California
| $3.95B | -$1.03B | 15 | 15.95% | Reduced |
|
| 150 |
Veritas Asset Management
London,
United Kingdom
| $3.94B | +$286M | 3 | 29.15% | Increased |
|