← 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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.88B -$245M 22 15.24% Reduced
177
Artisan Partners
Artisan Partners
Wisconsin
$3.87B -$190M 12 6.21% Reduced
178
Federated Hermes
Federated Hermes
Pennsylvania
$3.84B -$224M 23 6.25% Reduced
179
Soroban Capital Partners
Soroban Capital Partners
New York
$3.83B -$139M 4 7.4% Reduced
180
Man Group
Man Group
United Kingdom
$3.8B -$245M 22 6.89% Reduced
181
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.79B +$401M 15 11.8% Increased
182
Nvidia Corp
Nvidia Corp
California
$3.78B +$1.99B 2 20.58% Increased
183
Harris Associates
Harris Associates
Illinois
$3.77B -$125M 6 5.03% Reduced
184
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.75B +$177M 24 12.12% Increased
185
Clear Street
Clear Street
New York
$3.67B -$72.8M 12 14.91% Reduced
186
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.65B +$750M 12 5.87% Increased
187
Generation Investment Management
Generation Investment Management
United Kingdom
$3.65B +$686M 4 32.7% Increased
188
Millennium Management
Millennium Management
New York
$3.64B -$204M 31 1.51% Reduced
189
NMO
Newlands Management Operations
Texas
$3.61B $0 5 23.33% Maintained
190
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.57B +$687M 28 6.22% Increased
191
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.56B -$144M 9 15.4% Reduced
192
Holocene Advisors
Holocene Advisors
New York
$3.55B -$25.5M 13 8.57% Reduced
193
Vontobel Holding
Vontobel Holding
Switzerland
$3.48B -$655M 23 11.95% Reduced
194
Temasek Holdings
Temasek Holdings
Singapore
$3.48B -$275M 6 11.4% Reduced
195
Polen Capital Management
Polen Capital Management
Florida
$3.47B -$2.17B 8 24.02% Reduced
196
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.45B +$123M 32 3.67% Increased
197
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.43B -$183M 28 4.8% Reduced
198
APG Asset Management
APG Asset Management
Netherlands
$3.43B -$402M 13 10.88% Reduced
199
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.41B +$19.6M 14 11.38% Increased
200
Alkeon Capital Management
Alkeon Capital Management
New York
$3.4B -$316M 5 5.72% Reduced