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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.67B +$542M 25 11.97% Increased
202
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.66B +$23.8M 20 14.06% Increased
203
AustralianSuper
AustralianSuper
Australia
$2.66B +$119M 8 13.82% Increased
204
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.65B -$122M 15 9.78% Reduced
205
Natixis Advisors
Natixis Advisors
Massachusetts
$2.64B -$318M 16 10.06% Reduced
206
Temasek Holdings
Temasek Holdings
Singapore
$2.57B +$423M 4 9.29% Increased
207
Aristotle Capital Management
Aristotle Capital Management
California
$2.57B +$21.9M 1 4.36% Increased
208
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$2.56B +$21.3M 28 12.39% Increased
209
Federated Hermes
Federated Hermes
Pennsylvania
$2.55B -$292M 22 4.74% Reduced
210
Findlay Park Partners
Findlay Park Partners
United Kingdom
$2.54B -$43.5M 3 16.98% Reduced
211
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.52B +$56.2M 27 5.68% Increased
212
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.47B +$10.5M 22 9.59% Increased
213
Two Sigma Advisers
Two Sigma Advisers
New York
$2.44B -$440M 21 6.11% Reduced
214
KeyBank National Association
KeyBank National Association
Ohio
$2.42B +$3.15M 18 9.67% Increased
215
Calamos Advisors
Calamos Advisors
Illinois
$2.41B +$41.9M 12 9% Increased
216
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.39B -$241M 17 12.64% Reduced
217
MXM
Mayfield XIV Management
California
$2.39B +$2.28B 1 100% New
218
Coatue Management
Coatue Management
New York
$2.38B -$532M 6 10.57% Reduced
219
Nomura Asset Management
Nomura Asset Management
Japan
$2.38B -$16.2M 16 12% Reduced
220
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.36B -$124M 25 11.64% Reduced
221
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$2.35B +$173M 12 17.38% Increased
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.33B -$481M 11 11.19% Reduced
223
Man Group
Man Group
United Kingdom
$2.25B +$185M 22 7.23% Increased
224
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19B +$245M 13 11.76% Increased
225
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.18B -$113M 10 13.19% Reduced