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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
26
Jennison Associates
Jennison Associates
New York
$6.06B -$237M 5 5.79% Reduced
27
Franklin Resources
Franklin Resources
California
$5.99B +$154M 10 2.83% Increased
28
Dodge & Cox
Dodge & Cox
California
$5.97B +$131M 4 6.1% Increased
29
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$5.82B -$191M 6 13.71% Reduced
30
Bank of America
Bank of America
North Carolina
$5.59B +$18.8M 14 2.08% Increased
31
UBS AM
UBS AM
Illinois
$5.55B +$409M 10 5.92% Increased
32
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$5.25B +$32.5M 10 4.88% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$5.16B -$1.11B 14 3.66% Reduced
34
Sands Capital Management
Sands Capital Management
Virginia
$4.91B +$26.2M 3 12.8% Increased
35
Legal & General Group
Legal & General Group
United Kingdom
$4.83B -$145M 10 5.86% Reduced
36
AllianceBernstein
AllianceBernstein
Tennessee
$4.33B -$34.6M 13 3.74% Reduced
37
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.11B +$79.8M 4 16.68% Increased
38
American Century Companies
American Century Companies
Missouri
$4.08B -$338M 9 4.83% Reduced
39
BlackRock Advisors
BlackRock Advisors
Delaware
$4B -$497M 12 3.92% Reduced
40
Neuberger Berman Group
Neuberger Berman Group
New York
$3.83B -$410M 8 3.9% Reduced
41
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.63B +$427K 12 5.27% Increased
42
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.54B -$268M 5 9.75% Reduced
43
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.4B $0 4 5.28% Maintained
44
Harris Associates
Harris Associates
Illinois
$3.37B +$48.3M 4 6.04% Increased
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.35B -$10.1M 8 5.17% Reduced
46
First Eagle Investment Management
First Eagle Investment Management
New York
$3.31B -$260M 6 8.77% Reduced
47
Managed Account Advisors
Managed Account Advisors
New Jersey
$3.29B -$14.3M 12 4.29% Reduced
48
Allianz Asset Management
Allianz Asset Management
Germany
$3.28B +$174M 11 3.94% Increased
49
Fisher Asset Management
Fisher Asset Management
Washington
$3.23B -$51.2M 5 7.29% Reduced
50
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.23B -$104M 11 5.14% Reduced