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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.84B +$7.59M 12 8.93% Increased
152
DSM Capital Partners
DSM Capital Partners
Florida
$1.84B +$63.2M 6 27.07% Increased
153
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.81B -$92.1M 8 6.17% Reduced
154
Federated Hermes
Federated Hermes
Pennsylvania
$1.78B -$15.9M 15 4.41% Reduced
155
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.78B -$71M 17 9.31% Reduced
156
C WorldWide Group
C WorldWide Group
Denmark
$1.74B +$337M 5 22.12% Increased
157
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.72B +$529M 21 0.71% Increased
158
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.68B +$16.7M 15 10.77% Increased
159
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.67B -$26.8M 13 13.16% Reduced
160
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.66B -$40.5M 3 14.94% Reduced
161
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.65B +$168M 13 6.08% Increased
162
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.64B -$33.7M 7 16.33% Reduced
163
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.64B -$35.1M 13 8.09% Reduced
164
VVP
Vulcan Value Partners
Alabama
$1.64B -$143M 4 14.12% Reduced
165
DnB Asset Management
DnB Asset Management
Norway
$1.63B +$136M 12 18.62% Increased
166
William Blair & Company
William Blair & Company
Illinois
$1.62B +$125M 16 9.85% Increased
167
Aviva
Aviva
United Kingdom
$1.61B +$111M 13 10.83% Increased
168
Asset Management One
Asset Management One
Japan
$1.61B -$3.14B 13 8.7% Reduced
169
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.57B -$96M 16 9.37% Reduced
170
Generation Investment Management
Generation Investment Management
United Kingdom
$1.56B +$395M 3 11.44% Increased
171
Polar Capital
Polar Capital
United Kingdom
$1.56B -$67.8M 8 14.5% Reduced
172
AIG
American International Group
New York
$1.52B -$28.8M 17 5.77% Reduced
173
USS Investment Management
USS Investment Management
United Kingdom
$1.51B +$36.4M 5 16.94% Increased
174
Epoch Investment Partners
Epoch Investment Partners
New York
$1.49B +$138M 6 6.53% Increased
175
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.48B -$162M 14 11.58% Reduced