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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
$16.2B +$137M 18 8.96% Increased
27
UBS AM
UBS AM
Illinois
$16.1B +$707M 21 11.96% Increased
28
AllianceBernstein
AllianceBernstein
Tennessee
$13.9B +$359M 19 9.08% Increased
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$13.5B +$188M 11 5.71% Increased
30
UBS Group
UBS Group
Switzerland
$13.3B +$1.92B 27 5.51% Increased
31
Charles Schwab
Charles Schwab
California
$12.6B +$750M 21 8.07% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$12.4B +$1.78B 25 7.39% Increased
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$11.8B +$122M 13 10.89% Increased
34
Franklin Resources
Franklin Resources
California
$11.2B -$673M 17 5.98% Reduced
35
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10.8B +$60.6M 11 21.13% Increased
36
Dodge & Cox
Dodge & Cox
California
$10.4B -$192M 10 8.55% Reduced
37
ClearBridge Investments
ClearBridge Investments
New York
$10.2B +$470M 15 9.05% Increased
38
Fisher Asset Management
Fisher Asset Management
Washington
$10.1B +$227M 9 11.86% Increased
39
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.72B +$205M 24 4.15% Increased
40
American Century Companies
American Century Companies
Missouri
$9.71B -$137M 16 9.84% Reduced
41
Swiss National Bank
Swiss National Bank
Switzerland
$9.65B +$276M 18 10.59% Increased
42
OppenheimerFunds
OppenheimerFunds
New York
$9.26B -$68.3M 17 11.52% Reduced
43
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$8.52B +$78.9M 20 3.4% Increased
44
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$8.37B +$353M 21 7.23% Increased
45
HSBC Holdings
HSBC Holdings
United Kingdom
$7.87B -$237M 19 14.36% Reduced
46
Allianz Asset Management
Allianz Asset Management
Germany
$7.68B -$450M 19 7.6% Reduced
47
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.53B +$23.4M 20 9.66% Increased
48
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$7.46B -$136M 6 28.29% Reduced
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.46B +$244M 14 13.28% Increased
50
Magellan Asset Management
Magellan Asset Management
Australia
$7.41B +$655M 5 23.51% Increased