← 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
Artisan Partners
Artisan Partners
Wisconsin
$4.2B -$391M 9 6.32% Reduced
152
Mariner
Mariner
Kansas
$4.17B +$9.65M 27 7% Increased
153
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.16B -$110M 6 16.53% Reduced
154
Nomura Asset Management
Nomura Asset Management
Japan
$4.12B +$185M 17 12.39% Increased
155
Fred Alger Management
Fred Alger Management
New York
$4.09B +$154M 11 19.48% Increased
156
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.94B +$50.3M 18 7.63% Increased
157
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.93B +$644M 34 0.59% Increased
158
SG Americas Securities
SG Americas Securities
New York
$3.91B +$800M 27 16.04% Increased
159
Fundsmith LLP
Fundsmith LLP
United Kingdom
$3.9B -$304M 2 16.64% Reduced
160
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.9B -$307M 16 15.83% Reduced
161
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.89B -$215M 18 6.24% Reduced
162
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.85B +$78.7M 25 5.63% Increased
163
Rathbones Group
Rathbones Group
United Kingdom
$3.83B +$54.9M 10 18.53% Increased
164
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.82B -$361M 18 6.03% Reduced
165
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.71B +$28.2M 19 14.47% Increased
166
William Blair Investment Management
William Blair Investment Management
Illinois
$3.69B +$54.1M 5 9% Increased
167
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.66B +$606M 24 12.59% Increased
168
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.66B +$161M 27 7.73% Increased
169
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.65B -$125M 17 9.45% Reduced
170
Two Sigma Advisers
Two Sigma Advisers
New York
$3.62B +$88.6M 23 8.39% Increased
171
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.59B -$13.4M 9 15.55% Reduced
172
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.59B -$198M 16 16.22% Reduced
173
Millennium Management
Millennium Management
New York
$3.56B -$869M 33 1.74% Reduced
174
STRS Ohio
STRS Ohio
Ohio
$3.47B -$142M 17 13.77% Reduced
175
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$3.46B +$161M 4 15.7% Increased