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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
$4.75B +$32.9M 9 48.25% Increased
152
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.75B -$24.3M 20 11.71% Reduced
153
William Blair & Company
William Blair & Company
Illinois
$4.67B -$93.3M 21 13.38% Reduced
154
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$4.66B +$200M 31 6.31% Increased
155
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.6B +$163M 24 13.17% Increased
156
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$4.59B -$75.7M 21 14.34% Reduced
157
Nomura Asset Management
Nomura Asset Management
Japan
$4.58B +$21.9M 18 11.81% Increased
158
Pershing Square Capital Management
Pershing Square Capital Management
New York
$4.58B +$730M 4 33.37% Increased
159
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.57B -$237M 22 15.23% Reduced
160
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.56B +$167M 25 10.43% Increased
161
First Manhattan
First Manhattan
New York
$4.51B +$169M 9 12.5% Increased
162
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$4.42B -$183M 4 21.56% Reduced
163
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.42B -$403M 22 8.42% Reduced
164
TCI Fund Management
TCI Fund Management
United Kingdom
$4.26B -$4.71B 3 9.42% Reduced
165
Jane Street
Jane Street
New York
$4.21B -$162M 38 0.54% Reduced
166
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$4.21B +$4.61B 25 12.15% New
167
First Eagle Investment Management
First Eagle Investment Management
New York
$4.2B +$189M 4 7.12% Increased
168
Sands Capital Management
Sands Capital Management
Virginia
$4.2B -$509M 6 16.47% Reduced
169
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$4.19B +$144M 18 13.19% Increased
170
Creative Planning
Creative Planning
Kansas
$4.15B +$304M 30 2.81% Increased
171
Coatue Management
Coatue Management
New York
$4.13B -$4.05B 4 14.21% Reduced
172
Rathbones Group
Rathbones Group
United Kingdom
$4.1B -$56.9M 10 16.37% Reduced
173
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.08B -$47.1M 18 6.83% Reduced
174
Asset Management One
Asset Management One
Japan
$4.02B -$34.7M 16 11.84% Reduced
175
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.99B -$261M 6 18.64% Reduced