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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
Osaic Holdings
Osaic Holdings
Arizona
$3.46B +$531M 43 4.84% Increased
202
Nvidia Corp
Nvidia Corp
California
$3.46B $0 2 89.91% Maintained
203
KeyBank National Association
KeyBank National Association
Ohio
$3.42B -$39.3M 17 12.02% Reduced
204
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$3.39B -$211M 5 17.58% Reduced
205
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$3.38B +$35.2M 3 17.16% Increased
206
Boston Partners
Boston Partners
Massachusetts
$3.37B -$136M 10 3.46% Reduced
207
Aristotle Capital Management
Aristotle Capital Management
California
$3.29B -$158M 4 6.36% Reduced
208
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.28B +$107M 17 12.07% Increased
209
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$3.26B +$42.1M 18 10.85% Increased
210
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$3.25B +$7.42M 13 18.86% Increased
211
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.23B -$773M 16 5.4% Reduced
212
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.21B +$271M 13 11.79% Increased
213
Resona Asset Management
Resona Asset Management
Japan
$3.17B -$103M 15 15.03% Reduced
214
AMF Tjänstepension
AMF Tjänstepension
Sweden
$3.16B +$7.34M 8 20.04% Increased
215
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$3.16B -$374M 5 18.51% Reduced
216
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$3.16B -$249M 21 19.23% Reduced
217
Panagora Asset Management
Panagora Asset Management
Massachusetts
$3.11B +$301M 15 12.53% Increased
218
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.1B +$71.6M 22 6.32% Increased
219
Squarepoint
Squarepoint
New York
$3.09B -$225M 24 3.1% Reduced
220
AP
Altarock Partners
Florida
$3.07B +$139M 3 56.21% Increased
221
Swiss Life Asset Management
Swiss Life Asset Management
$3.07B +$124M 17 15.97% Increased
222
ING Group
ING Group
Netherlands
$3.04B -$258M 12 16.47% Reduced
223
UniSuper Management
UniSuper Management
Australia
$3.04B +$48.9M 16 18.64% Increased
224
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$3.03B +$10.7M 15 14.54% Increased
225
SG Americas Securities
SG Americas Securities
New York
$3.01B -$305M 29 10.15% Reduced