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 |
Calamos Advisors
Naperville,
Illinois
| $1.57B | -$145M | 11 | 7.37% | Reduced |
|
| 202 |
Rockefeller Capital Management
New York
| $1.55B | -$53.8M | 33 | 7.79% | Reduced |
|
| 203 |
Alkeon Capital Management
New York
| $1.54B | -$221M | 5 | 5.94% | Reduced |
|
| 204 |
KeyBank National Association
Cleveland,
Ohio
| $1.53B | -$52.2M | 16 | 7.52% | Reduced |
|
| 205 |
Osaic Holdings
Scottsdale,
Arizona
| $1.51B | +$108M | 41 | 3.05% | Increased |
|
| 206 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $1.48B | +$458M | 2 | 35.75% | Increased |
|
| 207 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $1.47B | +$45.3M | 14 | 9.93% | Increased |
|
| 208 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| $1.47B | +$20.2M | 4 | 24.47% | Increased |
|
| 209 |
Citadel Advisors
Miami,
Florida
| $1.45B | -$607M | 45 | 0.34% | Reduced |
|
| 210 |
ING Group
Amsterdam,
Netherlands
| $1.45B | +$756M | 10 | 14.55% | Increased |
|
| 211 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| $1.43B | +$39.5M | 10 | 14.89% | Increased |
|
| 212 |
Brown Brothers Harriman & Co
New York
| $1.42B | -$113M | 19 | 12.47% | Reduced |
|
| 213 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $1.42B | +$553M | 18 | 3.68% | Increased |
|
| 214 |
Natixis
Paris,
France
| $1.42B | -$319M | 15 | 7.98% | Reduced |
|
| 215 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| $1.42B | -$16.7M | 8 | 11% | Reduced |
|
| 216 |
Mariner
Overland Park,
Kansas
| $1.42B | +$225M | 25 | 4.55% | Increased |
|
| 217 |
Independent Franchise Partners
London,
United Kingdom
| $1.42B | -$25.6M | 3 | 13.89% | Reduced |
|
| 218 |
Panagora Asset Management
Boston,
Massachusetts
| $1.41B | -$83.1M | 19 | 9.23% | Reduced |
|
| 219 |
Jensen Investment Management
Lake Oswego,
Oregon
| $1.4B | +$71.6M | 3 | 10.96% | Increased |
|
| 220 |
Handelsbanken Fonder
Stockholm,
Sweden
| $1.39B | -$12.7M | 22 | 8.7% | Reduced |
|
| 221 |
Point72 Asset Management
Stamford,
Connecticut
| $1.36B | +$456M | 13 | 4.62% | Increased |
|
| 222 |
M&T Bank
Buffalo,
New York
| $1.35B | +$62.7M | 21 | 5.41% | Increased |
|
| 223 |
Coatue Management
New York
| $1.33B | +$846M | 7 | 14.97% | Increased |
|
| 224 |
INTECH Investment Management
West Palm Beach,
Florida
| $1.32B | -$188M | 14 | 9.92% | Reduced |
|
| 225 |
Egerton Capital (UK)
London,
United Kingdom
| $1.31B | -$1.09B | 2 | 11.31% | Reduced |
|