← 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
Los Angeles Capital Management
Los Angeles Capital Management
California
$4.38B -$29.4M 20 14.87% Reduced
177
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$4.31B -$33.7M 9 17.74% Reduced
178
Harris Associates
Harris Associates
Illinois
$4.25B -$1.08B 6 6.81% Reduced
179
Creative Planning
Creative Planning
Kansas
$4.23B +$481M 28 3.23% Increased
180
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.15B -$65.5M 25 13.19% Reduced
181
Generation Investment Management
Generation Investment Management
United Kingdom
$4.11B -$252M 4 27.22% Reduced
182
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$4.04B +$148M 23 6.52% Increased
183
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$4.03B -$231M 3 25.05% Reduced
184
Clear Street
Clear Street
New York
$4.02B +$590M 10 13.71% Increased
185
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$4.01B -$8.98M 24 12.82% Reduced
186
Pershing Square Capital Management
Pershing Square Capital Management
New York
$4B -$109M 3 27.29% Reduced
187
AustralianSuper
AustralianSuper
Australia
$3.99B +$425M 10 18.87% Increased
188
STRS Ohio
STRS Ohio
Ohio
$3.95B -$202M 22 14.5% Reduced
189
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.91B +$175M 21 13.21% Increased
190
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.9B -$30.3M 25 5.9% Reduced
191
CI Investments Inc
CI Investments Inc
Ontario, Canada
$3.89B -$137M 19 14.13% Reduced
192
Two Sigma Advisers
Two Sigma Advisers
New York
$3.77B -$993M 24 7.54% Reduced
193
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.75B +$8.03M 14 12.48% Increased
194
Quantinno Capital Management
Quantinno Capital Management
New York
$3.68B +$1.02B 23 10.04% Increased
195
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$3.64B +$71.8M 22 14.43% Increased
196
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.61B +$730M 30 4.19% Increased
197
NMO
Newlands Management Operations
Texas
$3.57B $0 5 16.93% Maintained
198
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$3.56B -$2.53B 20 9.23% Reduced
199
Temasek Holdings
Temasek Holdings
Singapore
$3.53B +$156M 7 12.19% Increased
200
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$3.5B +$93.8M 14 18.13% Increased