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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
151
US Bancorp
US Bancorp
Minnesota
$1.88B +$952K 21 5.44% Increased
152
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.88B +$632M 12 7.52% Increased
153
Stifel Financial
Stifel Financial
Missouri
$1.88B +$45.3M 17 5.38% Increased
154
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.87B -$26.6M 12 13.48% Reduced
155
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.86B -$245M 4 15.69% Reduced
156
Aviva
Aviva
United Kingdom
$1.83B -$72.6M 13 10.03% Reduced
157
Federated Hermes
Federated Hermes
Pennsylvania
$1.79B +$1B 15 4.18% Increased
158
Coatue Management
Coatue Management
New York
$1.77B -$205M 4 18.58% Reduced
159
Citadel Advisors
Citadel Advisors
Florida
$1.77B -$661M 25 0.79% Reduced
160
Polar Capital
Polar Capital
United Kingdom
$1.75B +$141M 8 14.9% Increased
161
Wellcome Trust
Wellcome Trust
United Kingdom
$1.72B +$13.7M 4 27.24% Increased
162
ProShare Advisors
ProShare Advisors
Maryland
$1.71B -$174M 16 11.62% Reduced
163
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.7B +$537M 15 10.73% Increased
164
SEI Investments
SEI Investments
Pennsylvania
$1.67B -$295M 20 6.07% Reduced
165
Natixis
Natixis
France
$1.67B +$82M 14 9.66% Increased
166
VVP
Vulcan Value Partners
Alabama
$1.67B -$195M 2 12.16% Reduced
167
AIG
American International Group
New York
$1.64B +$39.5M 17 5.43% Increased
168
First Pacific Advisors
First Pacific Advisors
California
$1.63B -$554M 6 11.83% Reduced
169
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.62B +$27.3M 9 3.65% Increased
170
DnB Asset Management
DnB Asset Management
Norway
$1.61B -$51.8M 11 18.06% Reduced
171
William Blair & Company
William Blair & Company
Illinois
$1.6B +$11.8M 17 9.83% Increased
172
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.59B -$22.5M 14 7.72% Reduced
173
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.57B -$4.99M 16 9.3% Reduced
174
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.5B +$48.6M 14 5.96% Increased
175
DSM Capital Partners
DSM Capital Partners
Florida
$1.5B +$107M 4 22.36% Increased