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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
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$2.49B +$24.3M 21 12.23% Increased
202
AP
Altarock Partners
Florida
$2.49B +$259M 3 50.11% Increased
203
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$2.47B -$83.6M 11 19.92% Reduced
204
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.46B -$49.3M 7 18.14% Reduced
205
Aristotle Capital Management
Aristotle Capital Management
California
$2.45B +$1.05B 4 4.88% Increased
206
Federated Hermes
Federated Hermes
Pennsylvania
$2.44B +$305M 23 5.26% Increased
207
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.42B +$1.37B 23 2.81% Increased
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.4B -$28.4M 14 9.21% Reduced
209
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.38B -$14M 3 15.42% Reduced
210
Natixis
Natixis
France
$2.37B +$1.29B 16 12.88% Increased
211
Westfield Capital Management
Westfield Capital Management
Massachusetts
$2.36B +$68M 10 11.48% Increased
212
UniSuper Management
UniSuper Management
Australia
$2.34B +$147M 16 17.47% Increased
213
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.33B +$33.5M 17 16.28% Increased
214
Appaloosa LP
Appaloosa LP
New Jersey
$2.3B -$599M 5 27.45% Reduced
215
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.3B -$238M 19 10.34% Reduced
216
Man Group
Man Group
United Kingdom
$2.29B +$199M 23 5.81% Increased
217
CIBC World Market
CIBC World Market
Ontario, Canada
$2.27B -$169M 18 4.86% Reduced
218
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$2.26B +$34.8M 12 13.79% Increased
219
Resona Asset Management
Resona Asset Management
Japan
$2.26B +$181M 15 13.08% Increased
220
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.25B -$274M 16 11.23% Reduced
221
Holocene Advisors
Holocene Advisors
New York
$2.21B +$135M 10 6.44% Increased
222
Calamos Advisors
Calamos Advisors
Illinois
$2.2B -$39.3M 11 9.58% Reduced
223
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.19B -$319M 21 9.15% Reduced
224
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.19B -$39.7M 13 12.62% Reduced
225
CIBC World Markets
CIBC World Markets
New York
$2.16B -$62.2M 21 17% Reduced