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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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.56B -$121M 6 3.32% Reduced
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.53B -$576M 9 19.47% Reduced
28
Deutsche Bank
Deutsche Bank
Germany
$6.28B +$1.27B 14 3.91% Increased
29
Jennison Associates
Jennison Associates
New York
$6.24B +$268M 6 5.71% Increased
30
Harris Associates
Harris Associates
Illinois
$6.21B +$572M 5 9.81% Increased
31
Bank of America
Bank of America
North Carolina
$6.06B +$791M 15 2.04% Increased
32
Franklin Resources
Franklin Resources
California
$5.96B +$382M 11 2.7% Increased
33
UBS AM
UBS AM
Illinois
$5.77B -$318M 11 5.56% Reduced
34
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.44B +$369M 6 20.22% Increased
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.7B -$182M 11 3.87% Reduced
36
Temasek Holdings
Temasek Holdings
Singapore
$4.43B +$3.83B 1 33.16% Increased
37
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.33B -$162M 6 14.75% Reduced
38
Legal & General Group
Legal & General Group
United Kingdom
$4.28B -$57.6M 11 5.11% Reduced
39
First Eagle Investment Management
First Eagle Investment Management
New York
$4.14B +$238M 6 9.86% Increased
40
AllianceBernstein
AllianceBernstein
Tennessee
$4.1B -$181M 12 3.32% Reduced
41
Magellan Asset Management
Magellan Asset Management
Australia
$4.02B +$1.16B 4 25.87% Increased
42
HSBC Holdings
HSBC Holdings
United Kingdom
$3.96B +$1.25B 12 7.59% Increased
43
Sands Capital Management
Sands Capital Management
Virginia
$3.84B -$85.9M 2 9.13% Reduced
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.57B +$115M 9 5.21% Increased
45
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.54B -$109M 12 4.49% Reduced
46
UBS Group
UBS Group
Switzerland
$3.43B +$168M 16 2.37% Increased
47
BlackRock Advisors
BlackRock Advisors
Delaware
$3.34B -$8.98M 12 3.42% Reduced
48
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.33B +$46.6M 12 4.36% Increased
49
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.3B +$4.52M 4 4.48% Increased
50
Managed Account Advisors
Managed Account Advisors
New Jersey
$3.29B +$173M 13 2.89% Increased