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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
Temasek Holdings
Temasek Holdings
Singapore
$3.52B +$1.72B 4 16.36% Increased
177
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.46B +$3.28B 27 8.23% New
178
CI Investments Inc
CI Investments Inc
Ontario, Canada
$3.45B +$40.7M 20 13.57% Increased
179
Citadel Advisors
Citadel Advisors
Florida
$3.42B -$863M 39 0.69% Reduced
180
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$3.26B -$55.4M 4 15.42% Reduced
181
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.24B -$68.6M 12 12.52% Reduced
182
Asset Management One
Asset Management One
Japan
$3.17B -$50.4M 17 12.13% Reduced
183
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$3.15B +$29.2M 22 12.01% Increased
184
WPL
WINDACRE PARTNERSHIP LLC
Texas
$3.15B -$322M 2 41.47% Reduced
185
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.07B -$3.09B 36 0.57% Reduced
186
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$3.06B +$1.94B 16 10.3% Increased
187
Man Group
Man Group
United Kingdom
$2.98B -$99.3M 24 7.53% Reduced
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.92B -$81.1M 14 10.72% Reduced
189
Boston Partners
Boston Partners
Massachusetts
$2.91B +$379M 7 3.62% Increased
190
NMO
Newlands Management Operations
Texas
$2.91B -$222M 5 23.95% Reduced
191
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.9B +$116M 18 14.57% Increased
192
KeyBank National Association
KeyBank National Association
Ohio
$2.88B -$19.7M 14 11.78% Reduced
193
Cerity Partners
Cerity Partners
New York
$2.87B -$125M 22 7.57% Reduced
194
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.84B -$150M 23 12.36% Reduced
195
Viking Global Investors
Viking Global Investors
Connecticut
$2.82B +$733M 2 10.84% Increased
196
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.79B -$1.44B 20 12.19% Reduced
197
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$2.79B +$12.9M 8 25.23% Increased
198
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.79B +$74.3M 3 18.93% Increased
199
ING Group
ING Group
Netherlands
$2.72B +$88.9M 13 16.15% Increased
200
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.62B +$208M 6 19.5% Increased