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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
Magnetar Financial
Magnetar Financial
Illinois
$3.57B +$3.63B 12 46.89% Increased
152
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.55B +$190M 27 5.02% Increased
153
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.49B +$281M 27 7.44% Increased
154
Cerity Partners
Cerity Partners
New York
$3.47B +$592M 25 7.04% Increased
155
Fred Alger Management
Fred Alger Management
New York
$3.41B -$210M 11 19.43% Reduced
156
Harris Associates
Harris Associates
Illinois
$3.41B -$259M 6 5.73% Reduced
157
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.39B -$104M 18 7.44% Reduced
158
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.39B -$179M 20 5.87% Reduced
159
Rathbones Group
Rathbones Group
United Kingdom
$3.37B +$82.9M 10 16.29% Increased
160
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.37B -$618M 9 12.17% Reduced
161
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.37B +$212M 17 8.32% Increased
162
Two Sigma Advisers
Two Sigma Advisers
New York
$3.34B +$204M 23 7.53% Increased
163
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.32B +$101M 18 13.21% Increased
164
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.32B -$308M 6 14.39% Reduced
165
Millennium Management
Millennium Management
New York
$3.28B +$156M 31 1.75% Increased
166
GQG Partners
GQG Partners
Florida
$3.25B -$3.57B 4 5.18% Reduced
167
Squarepoint
Squarepoint
New York
$3.14B +$409M 27 3.82% Increased
168
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.12B -$276M 15 13.79% Reduced
169
Asset Management One
Asset Management One
Japan
$3.1B +$193M 15 10.71% Increased
170
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.1B +$23.4M 16 15.25% Increased
171
Fundsmith LLP
Fundsmith LLP
United Kingdom
$3.07B -$334M 2 13.99% Reduced
172
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.06B -$43.8M 9 14.12% Reduced
173
SG Americas Securities
SG Americas Securities
New York
$3.02B -$236M 26 9.91% Reduced
174
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3B +$1.46B 23 12.24% Increased
175
Temasek Holdings
Temasek Holdings
Singapore
$2.99B -$186M 7 12.04% Reduced