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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
176
Marshall Wace North America
Marshall Wace North America
New York
$2.72B +$729M 16 11.25% Increased
177
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.71B -$578M 16 10.98% Reduced
178
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.7B -$56.9M 15 11.4% Reduced
179
Aviva
Aviva
United Kingdom
$2.64B -$13.6M 16 12.91% Reduced
180
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$2.63B +$1.2B 8 21.66% Increased
181
Baird Financial Group
Baird Financial Group
Wisconsin
$2.62B +$19.4M 17 7.36% Increased
182
CIBC World Markets
CIBC World Markets
New York
$2.61B -$561M 12 16.25% Reduced
183
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.6B +$181M 5 19.51% Increased
184
Federated Hermes
Federated Hermes
Pennsylvania
$2.57B -$476M 22 4.99% Reduced
185
Altshuler Shaham
Altshuler Shaham
Israel
$2.56B +$1.98B 10 25.85% Increased
186
C WorldWide Group
C WorldWide Group
Denmark
$2.55B -$19.1M 4 24.94% Reduced
187
Asset Management One
Asset Management One
Japan
$2.54B -$84.1M 19 10.09% Reduced
188
VVP
Vulcan Value Partners
Alabama
$2.49B +$42M 3 14.71% Increased
189
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.48B +$223M 9 15.38% Increased
190
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.47B +$727M 8 6.29% Increased
191
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.44B +$41.4M 12 13.08% Increased
192
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$2.43B -$237M 25 7.87% Reduced
193
Storebrand Asset Management
Storebrand Asset Management
Norway
$2.36B +$94.2M 17 12.56% Increased
194
D1 Capital Partners
D1 Capital Partners
New York
$2.35B -$892M 3 17.42% Reduced
195
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.31B +$60.1M 26 5.21% Increased
196
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$2.29B +$22.2M 19 13.5% Increased
197
DnB Asset Management
DnB Asset Management
Norway
$2.28B +$4.94M 15 16.65% Increased
198
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.24B +$108M 23 12.71% Increased
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.22B -$20.2M 14 9.07% Reduced
200
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.19B +$61.6M 24 12.2% Increased