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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
Nomura Asset Management
Nomura Asset Management
Japan
$1.46B +$1.87M 16 13.06% Increased
202
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.44B +$1.36B 14 6.18% New
203
Soroban Capital Partners
Soroban Capital Partners
New York
$1.4B -$105M 3 18.39% Reduced
204
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$1.4B +$98.5M 18 6.36% Increased
205
First Pacific Advisors
First Pacific Advisors
California
$1.4B +$47M 6 13.32% Increased
206
Man Group
Man Group
United Kingdom
$1.4B -$47.8M 19 4.6% Reduced
207
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.39B +$21.8M 17 4.46% Increased
208
Aristotle Capital Management
Aristotle Capital Management
California
$1.39B +$449M 1 4.56% Increased
209
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.39B +$31.8M 22 10.74% Increased
210
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.38B +$113M 11 10.83% Increased
211
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.37B +$5.38M 16 11.31% Increased
212
LSV Asset Management
LSV Asset Management
Illinois
$1.35B +$4.44M 9 2.11% Increased
213
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.35B -$478M 11 8.51% Reduced
214
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.33B +$258M 7 22.66% Increased
215
KeyBank National Association
KeyBank National Association
Ohio
$1.31B -$22.9M 14 7.02% Reduced
216
GIM
Genesis Investment Management
United Kingdom
$1.28B +$35.2M 2 32.81% Increased
217
Maverick Capital
Maverick Capital
Texas
$1.27B -$280M 6 18.53% Reduced
218
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$1.26B +$666M 11 9.95% Increased
219
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.25B +$292M 14 9.29% Increased
220
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.25B -$112M 7 13.28% Reduced
221
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.24B -$65.5M 11 12.21% Reduced
222
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.23B -$9.5M 16 6.87% Reduced
223
LPL Financial
LPL Financial
California
$1.23B +$93.4M 21 2.24% Increased
224
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$1.21B +$26.5M 3 1.72% Increased
225
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.21B $0 2 9.47% Maintained