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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$4.55B +$376M 18 14.58% Increased
152
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4.54B -$64M 22 17.53% Reduced
153
Alkeon Capital Management
Alkeon Capital Management
New York
$4.49B +$911M 5 7.49% Increased
154
APG Asset Management
APG Asset Management
Netherlands
$4.46B +$13.7M 12 13.21% Increased
155
Vontobel Holding
Vontobel Holding
Switzerland
$4.46B -$323M 20 14.22% Reduced
156
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.43B +$288M 19 9.7% Increased
157
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.4B +$335M 5 17.97% Increased
158
Two Sigma Advisers
Two Sigma Advisers
New York
$4.39B +$168M 23 9% Increased
159
Cerity Partners
Cerity Partners
New York
$4.38B +$94.7M 25 7.82% Increased
160
Millennium Management
Millennium Management
New York
$4.35B +$273M 31 2.1% Increased
161
Harris Associates
Harris Associates
Illinois
$4.28B +$288M 6 6.95% Increased
162
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.26B -$95.8M 28 5.63% Reduced
163
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.22B -$116M 9 14.32% Reduced
164
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.17B +$322M 16 18.15% Increased
165
Rathbones Group
Rathbones Group
United Kingdom
$4.16B +$53.8M 11 17.93% Increased
166
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$4.14B -$98.4M 27 8.01% Reduced
167
Generation Investment Management
Generation Investment Management
United Kingdom
$4.04B -$1.04B 4 25.7% Reduced
168
Nvidia Corp
Nvidia Corp
California
$4.02B +$8.77M 2 92.88% Increased
169
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.92B +$56.3M 18 14.67% Increased
170
Asset Management One
Asset Management One
Japan
$3.92B +$71M 16 12.28% Increased
171
Soroban Capital Partners
Soroban Capital Partners
New York
$3.85B +$404M 4 37.59% Increased
172
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.79B +$88.7M 24 12.76% Increased
173
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.78B -$65.9M 9 16.42% Reduced
174
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.78B -$289M 18 6.32% Reduced
175
STRS Ohio
STRS Ohio
Ohio
$3.74B +$52.6M 21 13.95% Increased