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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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.25B -$12M 39 0.61% Reduced
152
First Manhattan
First Manhattan
New York
$5.24B -$59.1M 10 13.76% Reduced
153
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.22B +$465M 25 14.47% Increased
154
Sands Capital Management
Sands Capital Management
Virginia
$5.2B -$651M 6 15.81% Reduced
155
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$5.19B +$152M 31 7.77% Increased
156
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$5.17B -$190M 24 11.55% Reduced
157
Quantinno Capital Management
Quantinno Capital Management
New York
$4.99B +$1.09B 26 10.03% Increased
158
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.9B -$461M 6 19.41% Reduced
159
Magnetar Financial
Magnetar Financial
Illinois
$4.89B -$1.39B 8 47.94% Reduced
160
Rathbones Group
Rathbones Group
United Kingdom
$4.83B -$198M 10 18.9% Reduced
161
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4.8B -$446M 22 17.66% Reduced
162
Federated Hermes
Federated Hermes
Pennsylvania
$4.79B +$232M 25 8% Increased
163
Asset Management One
Asset Management One
Japan
$4.78B +$104M 17 13.28% Increased
164
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$4.77B -$328M 18 15.29% Reduced
165
Jane Street
Jane Street
New York
$4.76B -$1.32B 39 0.72% Reduced
166
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.75B +$289M 18 7.69% Increased
167
First Eagle Investment Management
First Eagle Investment Management
New York
$4.74B -$621M 5 8.34% Reduced
168
Man Group
Man Group
United Kingdom
$4.72B +$82.6M 20 8.03% Increased
169
Artisan Partners
Artisan Partners
Wisconsin
$4.7B -$1.88B 11 7.03% Reduced
170
Vontobel Holding
Vontobel Holding
Switzerland
$4.69B -$674M 22 14.77% Reduced
171
Creative Planning
Creative Planning
Kansas
$4.58B +$215M 29 3.28% Increased
172
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.54B -$127M 19 18.23% Reduced
173
Los Angeles Capital Management
Los Angeles Capital Management
California
$4.52B -$133M 25 15.41% Reduced
174
APG Asset Management
APG Asset Management
Netherlands
$4.52B -$114M 13 12.82% Reduced
175
William Blair Investment Management
William Blair Investment Management
Illinois
$4.48B +$144M 8 12.5% Increased