← All themes

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
Franklin Resources
Franklin Resources
California
$6.65B +$612M 10 2.93% Increased
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.47B -$619M 7 17.56% Reduced
28
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$6.29B +$477M 6 13.6% Increased
29
Bank of America
Bank of America
North Carolina
$5.99B +$442M 13 1.92% Increased
30
UBS AM
UBS AM
Illinois
$5.77B +$218M 10 5.82% Increased
31
Jennison Associates
Jennison Associates
New York
$5.7B -$299M 5 5.23% Reduced
32
Deutsche Bank
Deutsche Bank
Germany
$5.39B +$212M 14 3.66% Increased
33
Harris Associates
Harris Associates
Illinois
$5.03B +$1.6B 5 8.47% Increased
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.78B -$490M 10 4.38% Reduced
35
Legal & General Group
Legal & General Group
United Kingdom
$4.72B -$106M 10 5.49% Reduced
36
Sands Capital Management
Sands Capital Management
Virginia
$4.7B -$239M 3 11.84% Reduced
37
AllianceBernstein
AllianceBernstein
Tennessee
$4.19B -$165M 12 3.53% Reduced
38
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.14B -$18.3M 4 16.38% Reduced
39
American Century Companies
American Century Companies
Missouri
$3.83B -$277M 9 4.37% Reduced
40
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.81B +$176M 5 11.31% Increased
41
First Eagle Investment Management
First Eagle Investment Management
New York
$3.8B +$556M 7 9.2% Increased
42
OppenheimerFunds
OppenheimerFunds
New York
$3.74B +$353M 6 4.14% Increased
43
Neuberger Berman Group
Neuberger Berman Group
New York
$3.66B -$142M 9 3.57% Reduced
44
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.58B -$86.9M 12 4.87% Reduced
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.52B -$123M 12 4.72% Reduced
46
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.5B +$282M 11 5.31% Increased
47
BlackRock Advisors
BlackRock Advisors
Delaware
$3.44B -$568M 12 3.25% Reduced
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.38B +$28.6M 8 4.99% Increased
49
Managed Account Advisors
Managed Account Advisors
New Jersey
$3.28B -$12.7M 12 3.93% Reduced
50
Allianz Asset Management
Allianz Asset Management
Germany
$3.28B -$347M 11 4.11% Reduced