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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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.4B +$1.26B 9 8.12% Increased
27
Janus Henderson Group
Janus Henderson Group
$22.4B -$654M 17 11.66% Reduced
28
Charles Schwab
Charles Schwab
California
$22.2B +$383M 25 10.2% Increased
29
Jennison Associates
Jennison Associates
New York
$21.5B -$1.93B 9 17.26% Reduced
30
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$19.6B -$921M 18 13.19% Reduced
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.1B +$1.11B 32 6.8% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$17.9B +$1.17B 28 12.32% Increased
33
Fisher Asset Management
Fisher Asset Management
Washington
$17.8B +$302M 10 15.55% Increased
34
Swiss National Bank
Swiss National Bank
Switzerland
$17.4B -$266M 22 13.64% Reduced
35
Franklin Resources
Franklin Resources
California
$16.9B -$130M 18 8.2% Reduced
36
UBS Group
UBS Group
Switzerland
$16.7B -$1.22B 35 6.3% Reduced
37
Primecap Management
Primecap Management
California
$16.5B -$913M 12 13.61% Reduced
38
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.9B -$443M 10 23.12% Reduced
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$15.3B -$2.44M 24 11% Reduced
40
American Century Companies
American Century Companies
Missouri
$14.2B -$721M 19 12.62% Reduced
41
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$13.5B +$28.7M 24 5.72% Increased
42
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$13.3B -$75.1M 21 13.96% Reduced
43
ClearBridge Investments
ClearBridge Investments
New York
$12.8B -$2.01B 14 10.99% Reduced
44
Credit Suisse
Credit Suisse
Switzerland
$12.5B -$1.68B 27 7.65% Reduced
45
HSBC Holdings
HSBC Holdings
United Kingdom
$12.5B -$570M 23 19.88% Reduced
46
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.3B +$142M 16 19.74% Increased
47
Magellan Asset Management
Magellan Asset Management
Australia
$11.7B -$508M 5 29.93% Reduced
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$11.6B +$542M 25 10.32% Increased
49
Dodge & Cox
Dodge & Cox
California
$10.4B -$619M 10 9.54% Reduced
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$10.3B -$634M 25 12.54% Reduced