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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
Nomura Asset Management
Nomura Asset Management
Japan
$5.14B +$30.7M 17 13.42% Increased
152
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$5.1B -$91.8M 24 11.7% Reduced
153
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.07B +$949M 38 0.58% Increased
154
Cerity Partners
Cerity Partners
New York
$5.02B +$32M 26 8.15% Increased
155
Vontobel Holding
Vontobel Holding
Switzerland
$5B -$3.07M 22 15.1% Reduced
156
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$5B -$116M 22 18.36% Reduced
157
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.95B +$14.6M 7 19.48% Increased
158
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$4.88B -$177M 18 15.02% Reduced
159
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$4.85B +$154M 30 7.76% Increased
160
APG Asset Management
APG Asset Management
Netherlands
$4.82B +$212M 11 13.53% Increased
161
Soroban Capital Partners
Soroban Capital Partners
New York
$4.82B +$576M 4 36.32% Increased
162
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.81B -$249M 9 15.55% Reduced
163
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.76B -$8.67B 1 13.01% Reduced
164
Rathbones Group
Rathbones Group
United Kingdom
$4.66B -$24.9M 11 18.9% Reduced
165
Holocene Advisors
Holocene Advisors
New York
$4.55B -$1.54B 10 10.38% Reduced
166
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.5B -$78.6M 18 18.07% Reduced
167
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.49B +$282M 24 14.1% Increased
168
Alkeon Capital Management
Alkeon Capital Management
New York
$4.46B -$710M 6 6.57% Reduced
169
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.45B -$231M 27 5.77% Reduced
170
Man Group
Man Group
United Kingdom
$4.44B +$170M 23 7.72% Increased
171
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.44B +$252M 18 7.12% Increased
172
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.43B +$347M 22 14.08% Increased
173
Asset Management One
Asset Management One
Japan
$4.43B +$57.4M 16 12.83% Increased
174
William Blair Investment Management
William Blair Investment Management
Illinois
$4.41B +$324M 8 11.4% Increased
175
Federated Hermes
Federated Hermes
Pennsylvania
$4.39B +$373M 26 7.75% Increased