← All themes

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
Jennison Associates
Jennison Associates
New York
$18.1B +$199M 10 18.23% Increased
27
Primecap Management
Primecap Management
California
$17.6B -$776M 11 12.78% Reduced
28
AllianceBernstein
AllianceBernstein
Tennessee
$16.8B +$466M 21 9.56% Increased
29
UBS Group
UBS Group
Switzerland
$15.5B -$35.9M 30 5.4% Reduced
30
Charles Schwab
Charles Schwab
California
$15.3B +$213M 23 8.24% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$15B +$760M 27 9.8% Increased
32
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$14.6B +$54.1M 9 5.48% Increased
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$14B +$239M 14 10.97% Increased
34
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13B +$580M 28 4.68% Increased
35
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$12.8B +$661M 10 21.79% Increased
36
ClearBridge Investments
ClearBridge Investments
New York
$12.7B +$310M 14 10.55% Increased
37
Fisher Asset Management
Fisher Asset Management
Washington
$12.5B -$65.9M 10 12.65% Reduced
38
Franklin Resources
Franklin Resources
California
$12.1B +$315M 17 6.36% Increased
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$11.1B +$1.15B 22 8.13% Increased
40
Dodge & Cox
Dodge & Cox
California
$11B -$300M 10 8.41% Reduced
41
Swiss National Bank
Swiss National Bank
Switzerland
$10.7B -$593M 21 10.93% Reduced
42
Magellan Asset Management
Magellan Asset Management
Australia
$10.5B +$268M 6 27.61% Increased
43
American Century Companies
American Century Companies
Missouri
$10.4B -$447M 15 9.88% Reduced
44
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$10.3B +$83.8M 22 3.75% Increased
45
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$9.9B +$1.85B 16 11.61% Increased
46
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.24B -$486M 15 15.05% Reduced
47
HSBC Holdings
HSBC Holdings
United Kingdom
$9.13B +$17.7M 20 15.85% Increased
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.95B +$629M 24 6.72% Increased
49
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.6B -$38.3M 21 10.22% Reduced
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$8.59B +$327M 23 7.78% Increased