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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
Daiwa Securities Group
Daiwa Securities Group
Japan
$4.47B +$295M 20 14.28% Increased
177
Millennium Management
Millennium Management
New York
$4.44B -$1.41B 34 1.87% Reduced
178
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.4B -$516M 9 13.95% Reduced
179
Soroban Capital Partners
Soroban Capital Partners
New York
$4.39B -$454M 4 30.63% Reduced
180
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$4.38B +$26M 9 17.8% Increased
181
Pershing Square Capital Management
Pershing Square Capital Management
New York
$4.36B -$370M 3 28.11% Reduced
182
Temasek Holdings
Temasek Holdings
Singapore
$4.33B +$590M 8 13.72% Increased
183
Harris Associates
Harris Associates
Illinois
$4.28B -$759M 6 5.41% Reduced
184
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.24B -$397M 29 5.65% Reduced
185
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.22B -$125M 26 13.17% Reduced
186
Clear Street
Clear Street
New York
$4.21B +$451M 11 15.62% Increased
187
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.2B +$148M 26 5.69% Increased
188
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$4.18B -$21.7M 24 13.29% Reduced
189
Alkeon Capital Management
Alkeon Capital Management
New York
$4.18B -$604M 6 6.62% Reduced
190
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.05B +$778M 14 13.61% Increased
191
NMO
Newlands Management Operations
Texas
$4.04B $0 5 20.82% Maintained
192
Holocene Advisors
Holocene Advisors
New York
$4.02B -$702M 8 8.45% Reduced
193
CI Investments Inc
CI Investments Inc
Ontario, Canada
$4.02B -$37.6M 15 17.6% Reduced
194
Panagora Asset Management
Panagora Asset Management
Massachusetts
$3.95B +$620M 19 14% Increased
195
STRS Ohio
STRS Ohio
Ohio
$3.95B -$176M 25 14.72% Reduced
196
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.92B -$10.2M 13 12.73% Reduced
197
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.92B +$188M 29 4.28% Increased
198
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$3.87B +$43.1M 25 14.95% Increased
199
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$3.81B -$318M 4 23.71% Reduced
200
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.79B +$577M 22 3.85% Increased