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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.94B -$98.9M 26 5.25% Reduced
152
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.93B -$551M 17 6.95% Reduced
153
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.92B -$117M 6 15.37% Reduced
154
Temasek Holdings
Temasek Holdings
Singapore
$3.87B +$181M 5 15.69% Increased
155
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.87B -$500M 24 6% Reduced
156
Mariner
Mariner
Kansas
$3.73B +$377M 27 6.63% Increased
157
Storebrand Asset Management
Storebrand Asset Management
Norway
$3.72B +$198M 15 11.73% Increased
158
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.69B +$90.3M 4 15.66% Increased
159
Nomura Asset Management
Nomura Asset Management
Japan
$3.69B +$108M 17 11.38% Increased
160
Fred Alger Management
Fred Alger Management
New York
$3.68B -$200M 10 17.84% Reduced
161
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.65B -$84.4M 19 6.94% Reduced
162
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.52B -$97.6M 26 5.34% Reduced
163
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.51B -$67.1M 16 9.45% Reduced
164
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.51B -$163M 15 16.19% Reduced
165
Rathbones Group
Rathbones Group
United Kingdom
$3.48B +$126M 10 17.58% Increased
166
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.45B +$22.4M 19 13.77% Increased
167
William Blair Investment Management
William Blair Investment Management
Illinois
$3.41B -$1.15B 5 8.41% Reduced
168
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.41B -$103M 9 14.63% Reduced
169
STRS Ohio
STRS Ohio
Ohio
$3.4B -$31.6M 16 13.07% Reduced
170
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.28B -$104M 27 7.37% Reduced
171
Cerity Partners
Cerity Partners
New York
$3.23B +$437M 23 7.14% Increased
172
GQG Partners
GQG Partners
Florida
$3.19B -$3.05B 4 5% Reduced
173
Two Sigma Advisers
Two Sigma Advisers
New York
$3.17B -$247M 22 7.43% Reduced
174
Credit Agricole
Credit Agricole
France
$3.17B +$884M 18 13.62% Increased
175
Alkeon Capital Management
Alkeon Capital Management
New York
$3.15B -$462M 3 5.4% Reduced