← All themes

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
176
Asset Management One
Asset Management One
Japan
$4.67B +$79.8M 17 11.99% Increased
177
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.66B -$95.3M 19 7.15% Reduced
178
Rathbones Group
Rathbones Group
United Kingdom
$4.58B -$82.7M 12 16.88% Reduced
179
TCI Fund Management
TCI Fund Management
United Kingdom
$4.39B -$622M 2 8.32% Reduced
180
Pershing Square Capital Management
Pershing Square Capital Management
New York
$4.36B -$600M 2 22.38% Reduced
181
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$4.35B -$81.2M 22 15.02% Reduced
182
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.3B +$273M 31 6.57% Increased
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.27B -$137M 18 5.99% Reduced
184
NMO
Newlands Management Operations
Texas
$4.24B $0 5 25.58% Maintained
185
Panagora Asset Management
Panagora Asset Management
Massachusetts
$4.23B +$332M 22 12.96% Increased
186
Flossbach Von Storch
Flossbach Von Storch
Germany
$4.21B -$339M 5 19.05% Reduced
187
Sands Capital Management
Sands Capital Management
Virginia
$4.19B -$732M 5 15.56% Reduced
188
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.16B +$209M 34 3.79% Increased
189
Harris Associates
Harris Associates
Illinois
$4.15B -$409M 6 5.51% Reduced
190
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$4.11B +$250M 23 13.27% Increased
191
Osaic Holdings
Osaic Holdings
Arizona
$3.9B +$381M 48 4.58% Increased
192
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.89B -$403M 23 11.43% Reduced
193
Federated Hermes
Federated Hermes
Pennsylvania
$3.85B -$684M 27 5.54% Reduced
194
Man Group
Man Group
United Kingdom
$3.84B -$486M 19 6.13% Reduced
195
Soroban Capital Partners
Soroban Capital Partners
New York
$3.84B -$468M 4 8.03% Reduced
196
Artisan Partners
Artisan Partners
Wisconsin
$3.81B -$828M 12 6.04% Reduced
197
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.81B -$245M 9 15.59% Reduced
198
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.81B -$175M 15 11.46% Reduced
199
CI Investments Inc
CI Investments Inc
Ontario, Canada
$3.8B +$220M 16 12.19% Increased
200
APG Asset Management
APG Asset Management
Netherlands
$3.79B +$55.7M 11 9.31% Increased