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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
UBS AM
UBS AM
Illinois
$12.8B -$144M 21 11.06% Reduced
27
Legal & General Group
Legal & General Group
United Kingdom
$12.2B +$1.34B 20 9.42% Increased
28
AllianceBernstein
AllianceBernstein
Tennessee
$11.6B +$968M 19 8.62% Increased
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$11.4B -$85.2M 10 5.49% Reduced
30
Charles Schwab
Charles Schwab
California
$10.1B +$362M 20 7.7% Increased
31
Franklin Resources
Franklin Resources
California
$9.98B -$558M 16 6.02% Reduced
32
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$9.82B +$1.74B 13 10.56% Increased
33
UBS Group
UBS Group
Switzerland
$9.58B -$1.52B 27 4.34% Reduced
34
Dodge & Cox
Dodge & Cox
California
$9.15B -$264M 10 8.38% Reduced
35
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.92B -$346M 11 21.05% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$8.89B -$4.31B 24 6.3% Reduced
37
American Century Companies
American Century Companies
Missouri
$8.42B +$81.9M 16 9.61% Increased
38
ClearBridge Investments
ClearBridge Investments
New York
$8.37B +$473M 14 8.46% Increased
39
Fisher Asset Management
Fisher Asset Management
Washington
$8.25B +$299M 8 11.27% Increased
40
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.15B +$1.28B 23 7.71% Increased
41
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.11B +$322M 23 3.9% Increased
42
Swiss National Bank
Swiss National Bank
Switzerland
$7.98B +$169M 18 10.23% Increased
43
OppenheimerFunds
OppenheimerFunds
New York
$7.6B +$420M 17 10.84% Increased
44
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$7.16B +$225M 20 3.24% Increased
45
Allianz Asset Management
Allianz Asset Management
Germany
$6.84B +$295M 18 7.48% Increased
46
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$6.84B +$173M 20 6.78% Increased
47
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$6.61B +$344M 16 6.09% Increased
48
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$6.55B -$64.2M 6 26.75% Reduced
49
HSBC Holdings
HSBC Holdings
United Kingdom
$6.48B -$597M 17 11.97% Reduced
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$6.43B -$294M 19 9.31% Reduced