← All themes

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
151
Temasek Holdings
Temasek Holdings
Singapore
$5.47B +$1.56B 7 14.68% Increased
152
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.46B +$32.8M 23 11.94% Increased
153
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$5.4B +$135M 21 14.5% Increased
154
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$5.38B +$162M 25 10.86% Increased
155
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$5.36B -$359M 17 13.88% Reduced
156
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$5.36B +$164M 23 15.26% Increased
157
Nomura Asset Management
Nomura Asset Management
Japan
$5.34B +$91M 19 11.44% Increased
158
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.31B +$228M 20 8.86% Increased
159
William Blair & Company
William Blair & Company
Illinois
$5.3B -$103M 24 13.81% Reduced
160
Magnetar Financial
Magnetar Financial
Illinois
$5.27B -$1.7B 9 48.1% Reduced
161
Tiger Global Management
Tiger Global Management
New York
$5.23B -$1.91B 3 21.8% Reduced
162
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.22B -$794M 6 17.97% Reduced
163
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$5.16B -$423M 18 5.97% Reduced
164
ProShare Advisors
ProShare Advisors
Maryland
$5.14B -$969M 26 7.43% Reduced
165
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$5.12B -$184M 34 6.11% Reduced
166
Creative Planning
Creative Planning
Kansas
$5.06B +$379M 32 2.96% Increased
167
Nvidia Corp
Nvidia Corp
California
$5.03B $0 2 7.93% Maintained
168
Clear Street
Clear Street
New York
$4.92B +$216M 15 12.45% Increased
169
First Manhattan
First Manhattan
New York
$4.91B -$94.2M 11 12.51% Reduced
170
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$4.91B +$93.1M 24 12.22% Increased
171
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$4.9B -$82.5M 4 20.6% Reduced
172
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$4.81B +$42M 18 12.39% Increased
173
Millennium Management
Millennium Management
New York
$4.75B +$507M 39 1.72% Increased
174
First Eagle Investment Management
First Eagle Investment Management
New York
$4.75B -$6.34M 5 7.82% Reduced
175
Boston Partners
Boston Partners
Massachusetts
$4.71B +$2.1B 9 4.18% Increased