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 |
BNP Paribas Asset Management
Paris,
France
| $5.52B | -$63.6M | 22 | 13.46% | Reduced |
|
| 127 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $5.46B | +$199M | 25 | 13.34% | Increased |
|
| 128 |
Chevy Chase Trust
Bethesda,
Maryland
| $5.44B | +$9.48M | 12 | 15.82% | Increased |
|
| 129 |
Baird Financial Group
Milwaukee,
Wisconsin
| $5.43B | +$288M | 14 | 9.53% | Increased |
|
| 130 |
DnB Asset Management
Oslo,
Norway
| $5.36B | -$432M | 15 | 22.24% | Reduced |
|
| 131 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $5.35B | -$69.3M | 19 | 12.4% | Reduced |
|
| 132 |
Mariner
Overland Park,
Kansas
| $5.29B | +$393M | 29 | 7.63% | Increased |
|
| 133 |
Artisan Partners
Milwaukee,
Wisconsin
| $5.12B | -$21.4M | 9 | 7.49% | Reduced |
|
| 134 |
Sands Capital Management
Arlington,
Virginia
| $5.11B | -$606M | 6 | 14.68% | Reduced |
|
| 135 |
Storebrand Asset Management
Lysaker,
Norway
| $5.11B | +$93.8M | 17 | 14.8% | Increased |
|
| 136 |
Fred Alger Management
New York
| $5.08B | +$543M | 11 | 22.75% | Increased |
|
| 137 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $5.05B | +$146M | 18 | 8.37% | Increased |
|
| 138 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| $5.03B | -$43M | 4 | 23.6% | Reduced |
|
| 139 |
Bank Julius Baer & Co
Zurich,
Switzerland
| $4.96B | -$76M | 17 | 14.74% | Reduced |
|
| 140 |
Axa
Paris,
France
| $4.94B | +$210M | 19 | 14.19% | Increased |
|
| 141 |
Truist Financial
Charlotte,
North Carolina
| $4.91B | +$87.4M | 21 | 7.18% | Increased |
|
| 142 |
William Blair & Company
Chicago,
Illinois
| $4.8B | -$60.4M | 23 | 13.32% | Reduced |
|
| 143 |
D.E. Shaw & Co
New York
| $4.78B | -$79.7M | 28 | 3.39% | Reduced |
|
| 144 |
First Manhattan
New York
| $4.74B | -$161M | 11 | 13.39% | Reduced |
|
| 145 |
Rockefeller Capital Management
New York
| $4.67B | +$484M | 18 | 10.25% | Increased |
|
| 146 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $4.66B | -$596M | 23 | 11.38% | Reduced |
|
| 147 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $4.66B | -$110M | 9 | 9.95% | Reduced |
|
| 148 |
First Eagle Investment Management
New York
| $4.63B | -$187M | 7 | 9.09% | Reduced |
|
| 149 |
Acadian Asset Management
Boston,
Massachusetts
| $4.59B | +$1.01B | 24 | 9.47% | Increased |
|
| 150 |
Nomura Asset Management
Tokyo,
Japan
| $4.56B | +$18.9M | 17 | 12.51% | Increased |
|