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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
201
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.78B -$88.8M 26 3.51% Reduced
202
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.7B -$200M 28 4.65% Reduced
203
NEOS Investment Management
NEOS Investment Management
Connecticut
$3.64B +$422M 11 13.43% Increased
204
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.62B -$650M 14 9.37% Reduced
205
Alkeon Capital Management
Alkeon Capital Management
New York
$3.62B -$460M 5 4.88% Reduced
206
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.5B -$2.28M 25 12.85% Reduced
207
SEB Asset Management
SEB Asset Management
$3.46B +$49.5M 19 13.04% Increased
208
Generation Investment Management
Generation Investment Management
United Kingdom
$3.45B -$650M 4 33.58% Reduced
209
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$3.42B -$207M 15 15.32% Reduced
210
Swiss Life Asset Management
Swiss Life Asset Management
$3.42B +$116M 22 14.15% Increased
211
STRS Ohio
STRS Ohio
Ohio
$3.4B -$238M 29 12.73% Reduced
212
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$3.37B -$128M 20 7.39% Reduced
213
KeyBank National Association
KeyBank National Association
Ohio
$3.35B -$21.5M 18 11.03% Reduced
214
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$3.35B +$573M 5 13.09% Increased
215
Nykredit A/S
Nykredit A/S
Denmark
$3.35B +$3.45B 23 12.78% New
216
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$3.35B +$348M 19 8.99% Increased
217
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.34B -$364M 9 12.12% Reduced
218
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.32B +$232M 18 3.67% Increased
219
VARA
Value Aligned Research Advisors
New Jersey
$3.31B +$786M 7 8.25% Increased
220
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$3.31B +$11.7M 17 9.82% Increased
221
Tidal Investments
Tidal Investments
Wisconsin
$3.28B +$249M 24 5.68% Increased
222
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$3.27B +$501K 3 20.22% Increased
223
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$3.26B +$759M 9 7.7% Increased
224
Life Cycle Investment Partners
Life Cycle Investment Partners
$3.22B +$380M 4 15.03% Increased
225
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.19B +$13.8M 32 1.71% Increased