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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
Janus Henderson Group
Janus Henderson Group
$12.6B +$359M 14 7.43% Increased
27
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$12.4B +$181M 11 5.32% Increased
28
Franklin Resources
Franklin Resources
California
$12.4B -$796M 15 6.26% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$11.3B -$488M 19 8.63% Reduced
30
Dodge & Cox
Dodge & Cox
California
$11.3B -$759M 9 9.08% Reduced
31
AllianceBernstein
AllianceBernstein
Tennessee
$9.9B +$108M 18 7.15% Increased
32
HSBC Holdings
HSBC Holdings
United Kingdom
$9.64B -$627M 18 14.36% Reduced
33
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$9.54B -$472M 11 20.24% Reduced
34
Charles Schwab
Charles Schwab
California
$8.95B +$95.2M 20 6.96% Increased
35
UBS Group
UBS Group
Switzerland
$8.57B -$26.2M 25 3.7% Reduced
36
Fisher Asset Management
Fisher Asset Management
Washington
$8.33B +$264M 9 11.05% Increased
37
American Century Companies
American Century Companies
Missouri
$8.23B -$331M 15 8.36% Reduced
38
Swiss National Bank
Swiss National Bank
Switzerland
$7.87B -$1.05B 18 9.6% Reduced
39
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.85B -$139M 22 3.52% Reduced
40
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$7.63B +$40.2M 12 9.82% Increased
41
ClearBridge Investments
ClearBridge Investments
New York
$7.46B -$12M 14 7.04% Reduced
42
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.27B -$362M 12 12.59% Reduced
43
Sands Capital Management
Sands Capital Management
Virginia
$7.24B -$207M 6 21.42% Reduced
44
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$7.1B -$453M 7 26.29% Reduced
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$6.96B -$136M 20 8.65% Reduced
46
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$6.9B +$365M 18 2.87% Increased
47
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.64B +$798M 23 5.93% Increased
48
Temasek Holdings
Temasek Holdings
Singapore
$6.64B -$65.8M 2 36.41% Reduced
49
OppenheimerFunds
OppenheimerFunds
New York
$6.61B -$747M 14 8.25% Reduced
50
Allianz Asset Management
Allianz Asset Management
Germany
$6.44B -$211M 18 6.13% Reduced