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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
Man Group
Man Group
United Kingdom
$3.73B +$894M 25 7.11% Increased
177
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.73B -$1.06B 24 13.01% Reduced
178
Citadel Advisors
Citadel Advisors
Florida
$3.72B +$1.24B 36 0.65% Increased
179
William Blair Investment Management
William Blair Investment Management
Illinois
$3.7B +$17.7M 6 9.82% Increased
180
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.7B +$1.4B 12 7.26% Increased
181
Fundsmith LLP
Fundsmith LLP
United Kingdom
$3.66B -$193M 2 15.89% Reduced
182
CI Investments Inc
CI Investments Inc
Ontario, Canada
$3.6B +$162M 19 13.5% Increased
183
Federated Hermes
Federated Hermes
Pennsylvania
$3.6B +$537M 24 6.77% Increased
184
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.56B +$263M 25 5.89% Increased
185
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$3.54B +$8.88M 23 12.24% Increased
186
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$3.53B +$248M 3 22.86% Increased
187
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$3.51B +$156M 22 12.46% Increased
188
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.47B +$947M 36 0.48% Increased
189
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$3.45B +$116M 23 7.47% Increased
190
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.39B -$75.7M 12 12.15% Reduced
191
Veritas Asset Management
Veritas Asset Management
United Kingdom
$3.38B -$27.7M 3 33.86% Reduced
192
Pershing Square Capital Management
Pershing Square Capital Management
New York
$3.34B +$1.3B 3 24.36% Increased
193
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.34B +$218M 20 12.33% Increased
194
Creative Planning
Creative Planning
Kansas
$3.34B +$144M 28 2.85% Increased
195
GQG Partners
GQG Partners
Florida
$3.33B -$654M 4 4.74% Reduced
196
AustralianSuper
AustralianSuper
Australia
$3.3B -$94.6M 9 16.69% Reduced
197
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.29B -$175M 5 16.96% Reduced
198
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$3.23B -$220M 4 16.38% Reduced
199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.2B -$224M 13 6.23% Reduced
200
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$3.2B +$92.2M 21 13.79% Increased