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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.87B +$143M 13 6.59% Increased
152
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.84B +$859M 15 4.11% Increased
153
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.83B -$256M 13 3.9% Reduced
154
Federated Hermes
Federated Hermes
Pennsylvania
$1.82B +$49.3M 16 4.41% Increased
155
Asset Management One
Asset Management One
Japan
$1.8B +$137M 14 8.84% Increased
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.79B -$236M 11 12.63% Reduced
157
Parnassus Investments
Parnassus Investments
California
$1.78B +$316M 3 6.74% Increased
158
C WorldWide Group
C WorldWide Group
Denmark
$1.76B -$20.9M 5 21.93% Reduced
159
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.75B -$2.97M 16 10.72% Reduced
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.73B -$119M 18 9.33% Reduced
161
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.73B +$521M 6 14.81% Increased
162
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.73B -$259M 14 4.45% Reduced
163
William Blair & Company
William Blair & Company
Illinois
$1.68B +$42.4M 16 9.61% Increased
164
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.68B -$13.1M 6 16.29% Reduced
165
Aviva
Aviva
United Kingdom
$1.65B -$8.64M 13 11.32% Reduced
166
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.63B +$3.91M 1 8.5% Increased
167
Epoch Investment Partners
Epoch Investment Partners
New York
$1.62B +$49.5M 6 7.32% Increased
168
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.62B -$87M 12 7.98% Reduced
169
USS Investment Management
USS Investment Management
United Kingdom
$1.61B +$73.2M 6 16.52% Increased
170
VVP
Vulcan Value Partners
Alabama
$1.56B -$131M 4 13.86% Reduced
171
DnB Asset Management
DnB Asset Management
Norway
$1.55B -$109M 13 17.85% Reduced
172
Polar Capital
Polar Capital
United Kingdom
$1.54B -$30M 9 13.5% Reduced
173
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.54B -$20.4M 13 12.17% Reduced
174
ACI
AMP Capital Investors
Australia
$1.52B -$11.4M 15 8.42% Reduced
175
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.52B -$1.15B 3 20.49% Reduced