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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
$10.3B +$144M 12 4.59% Increased
27
Janus Henderson Group
Janus Henderson Group
$10.1B +$8.38B 13 6.86% Increased
28
UBS AM
UBS AM
Illinois
$9.26B +$135M 16 8.96% Increased
29
Legal & General Group
Legal & General Group
United Kingdom
$9.19B +$205M 20 7.42% Increased
30
AllianceBernstein
AllianceBernstein
Tennessee
$8.45B -$157M 19 6.53% Reduced
31
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$8.32B -$1.65B 1 5.13% Reduced
32
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8B +$234M 13 18.83% Increased
33
American Century Companies
American Century Companies
Missouri
$7.47B -$188M 13 7.73% Reduced
34
HSBC Holdings
HSBC Holdings
United Kingdom
$7.35B +$1.48B 15 13.51% Increased
35
Swiss National Bank
Swiss National Bank
Switzerland
$7.15B +$263M 17 8.48% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$6.99B -$334M 22 4.99% Reduced
37
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$6.77B -$328M 7 26.47% Reduced
38
Charles Schwab
Charles Schwab
California
$6.67B +$271M 19 6.26% Increased
39
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.39B +$917K 15 11.52% Increased
40
OppenheimerFunds
OppenheimerFunds
New York
$6.35B -$349M 13 7.84% Reduced
41
Sands Capital Management
Sands Capital Management
Virginia
$6.31B -$442M 6 18.97% Reduced
42
Fisher Asset Management
Fisher Asset Management
Washington
$5.99B -$73.3M 7 9.03% Reduced
43
UBS Group
UBS Group
Switzerland
$5.94B +$281M 23 3.07% Increased
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$5.92B +$203M 12 8.69% Increased
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$5.72B -$45M 19 7.55% Reduced
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.63B +$128M 22 2.91% Increased
47
Harris Associates
Harris Associates
Illinois
$5.29B +$185M 4 9.52% Increased
48
ClearBridge Investments
ClearBridge Investments
New York
$5.25B +$310M 13 5.16% Increased
49
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$5.19B +$235M 16 2.39% Increased
50
Allianz Asset Management
Allianz Asset Management
Germany
$5.16B +$93.2M 14 4.96% Increased