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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.98B -$238M 24 10.83% Reduced
177
STRS Ohio
STRS Ohio
Ohio
$2.98B -$57.6M 16 12.5% Reduced
178
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2.92B +$563M 12 7.71% Increased
179
William Blair Investment Management
William Blair Investment Management
Illinois
$2.92B -$332M 6 8.18% Reduced
180
Alkeon Capital Management
Alkeon Capital Management
New York
$2.89B +$58.3K 3 6.01% Increased
181
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.87B +$141M 21 8.11% Increased
182
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.86B +$66.6M 5 15.94% Increased
183
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$2.85B -$136M 4 13.78% Reduced
184
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.85B +$26M 22 10.83% Increased
185
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.82B +$54.3M 12 10.99% Increased
186
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.81B +$87.6M 3 28.34% Increased
187
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.79B -$149M 20 11.75% Reduced
188
AustralianSuper
AustralianSuper
Australia
$2.77B -$1.59B 8 15.64% Reduced
189
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.74B +$178M 14 5.85% Increased
190
Soroban Capital Partners
Soroban Capital Partners
New York
$2.74B +$414M 4 38.6% Increased
191
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.72B +$51.3M 18 6.81% Increased
192
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.71B +$557M 13 11.69% Increased
193
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.68B -$96.8M 20 11.03% Reduced
194
NMO
Newlands Management Operations
Texas
$2.66B $0 5 18.02% Maintained
195
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.6B -$97.5M 23 4.97% Reduced
196
Creative Planning
Creative Planning
Kansas
$2.55B +$148M 28 2.4% Increased
197
Daiwa Securities Group
Daiwa Securities Group
Japan
$2.54B +$606M 19 10.72% Increased
198
KeyBank National Association
KeyBank National Association
Ohio
$2.51B -$53.1M 14 10.04% Reduced
199
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$2.5B +$608M 3 18.91% Increased
200
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$2.5B -$103M 14 15.33% Reduced