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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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.61B -$4.47B 23 13.02% Reduced
202
Calamos Advisors
Calamos Advisors
Illinois
$2.61B -$29M 13 11.6% Reduced
203
Natixis
Natixis
France
$2.61B -$538M 17 14.92% Reduced
204
Appaloosa LP
Appaloosa LP
New Jersey
$2.59B -$277M 5 41.96% Reduced
205
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.56B +$172M 14 7.33% Increased
206
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.55B +$36.6M 9 15.01% Increased
207
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.53B -$25.4M 19 19.02% Reduced
208
Creative Planning
Creative Planning
Kansas
$2.49B +$105M 25 2.66% Increased
209
Resona Asset Management
Resona Asset Management
Japan
$2.49B -$129M 14 15% Reduced
210
Skye Global Management
Skye Global Management
Florida
$2.49B -$31.7M 2 56.28% Reduced
211
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.47B +$555M 28 3.91% Increased
212
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.47B -$5.3M 14 12.71% Reduced
213
Soroban Capital Partners
Soroban Capital Partners
New York
$2.47B +$282M 3 36.31% Increased
214
CIBC World Market
CIBC World Market
Ontario, Canada
$2.45B +$303M 15 5.65% Increased
215
M&T Bank
M&T Bank
New York
$2.44B +$88.8M 19 8.32% Increased
216
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$2.42B -$66.1M 4 35.9% Reduced
217
Axiom Investors
Axiom Investors
Connecticut
$2.4B +$138M 3 20.95% Increased
218
AP
Altarock Partners
Florida
$2.39B +$14.8M 3 49.23% Increased
219
Alphinity Investment Management
Alphinity Investment Management
Australia
$2.39B +$557M 3 17.6% Increased
220
Credit Agricole
Credit Agricole
France
$2.38B +$936M 19 12.79% Increased
221
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.37B +$270M 26 14.07% Increased
222
Federated Hermes
Federated Hermes
Pennsylvania
$2.36B -$153M 19 5.6% Reduced
223
CIBC World Markets
CIBC World Markets
New York
$2.34B +$230M 15 15.36% Increased
224
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.32B +$127M 20 5.52% Increased
225
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.29B +$287M 14 9.46% Increased