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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
AllianceBernstein
AllianceBernstein
Tennessee
$17.2B +$1.2B 21 12.33% Increased
27
Janus Henderson Group
Janus Henderson Group
$16.9B -$1.2B 16 11.61% Reduced
28
Charles Schwab
Charles Schwab
California
$15.9B +$1.39B 22 9.32% Increased
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$14.7B +$755M 8 7% Increased
30
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$14.5B +$1.25B 16 12.49% Increased
31
UBS Group
UBS Group
Switzerland
$14.3B -$646M 33 6.76% Reduced
32
Primecap Management
Primecap Management
California
$14B -$1.61B 11 13.7% Reduced
33
Swiss National Bank
Swiss National Bank
Switzerland
$12.4B +$2.31B 21 13.12% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$11.8B -$2.42B 24 10.56% Reduced
35
Fisher Asset Management
Fisher Asset Management
Washington
$11.8B -$290M 9 14.63% Reduced
36
Franklin Resources
Franklin Resources
California
$11.7B +$148M 16 7.83% Increased
37
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.6B -$927M 29 5.57% Reduced
38
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$11.5B -$675M 11 23.78% Reduced
39
ClearBridge Investments
ClearBridge Investments
New York
$11.2B -$668M 14 12.1% Reduced
40
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$10.9B +$243M 23 9.98% Increased
41
American Century Companies
American Century Companies
Missouri
$10.1B +$188M 17 12.08% Increased
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$9.86B +$91.9M 22 5.13% Increased
43
Dodge & Cox
Dodge & Cox
California
$8.75B -$871M 10 9.46% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$8.6B +$88.5M 19 19.97% Increased
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.59B -$126M 16 18.38% Reduced
46
Magellan Asset Management
Magellan Asset Management
Australia
$8.52B -$1.35B 5 29.32% Reduced
47
Credit Suisse
Credit Suisse
Switzerland
$8.23B +$692M 23 7.11% Increased
48
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$8.2B -$739M 17 14.29% Reduced
49
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.05B -$188M 21 12.11% Reduced
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$7.99B -$234M 23 9.67% Reduced