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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
Franklin Resources
Franklin Resources
California
$7.32B +$466M 11 3.62% Increased
27
Dodge & Cox
Dodge & Cox
California
$7.24B -$246M 5 7.29% Reduced
28
Jennison Associates
Jennison Associates
New York
$7.14B +$425M 6 7.32% Increased
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.54B -$100M 8 3.65% Reduced
30
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.94B +$225M 7 26.08% Increased
31
Harris Associates
Harris Associates
Illinois
$5.54B -$845M 4 9.7% Reduced
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.24B -$881M 10 18.21% Reduced
33
AllianceBernstein
AllianceBernstein
Tennessee
$5.15B +$370M 12 4.42% Increased
34
Legal & General Group
Legal & General Group
United Kingdom
$4.89B +$205M 11 5.96% Increased
35
Deutsche Bank
Deutsche Bank
Germany
$4.85B -$1.32B 14 3.75% Reduced
36
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.55B -$458M 10 4.08% Reduced
37
American Century Companies
American Century Companies
Missouri
$4.35B +$795M 9 5.31% Increased
38
Sands Capital Management
Sands Capital Management
Virginia
$4.21B +$1.09B 3 11.76% Increased
39
Magellan Asset Management
Magellan Asset Management
Australia
$4.03B -$6.17M 4 25.32% Reduced
40
Viking Global Investors
Viking Global Investors
Connecticut
$3.99B -$26.9M 3 15.3% Reduced
41
First Eagle Investment Management
First Eagle Investment Management
New York
$3.99B +$46.2M 6 10.05% Increased
42
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.87B -$3.07M 13 5.23% Reduced
43
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.85B +$271M 6 6.33% Increased
44
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$3.81B +$212M 8 11.29% Increased
45
BlackRock Advisors
BlackRock Advisors
Delaware
$3.79B +$313M 12 4.06% Increased
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.78B +$7.85M 13 5.99% Increased
47
OppenheimerFunds
OppenheimerFunds
New York
$3.75B +$281M 8 5.06% Increased
48
UBS AM
UBS AM
Illinois
$3.72B -$2.01B 10 4.1% Reduced
49
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.72B -$1.33B 5 15.42% Reduced
50
Allianz Asset Management
Allianz Asset Management
Germany
$3.71B +$463M 10 4.42% Increased