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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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.4B -$152M 43 6.41% Reduced
27
Ameriprise
Ameriprise
Minnesota
$20.1B -$640M 31 7.42% Reduced
28
Amundi
Amundi
France
$19B +$6.67B 26 11.27% Increased
29
Fisher Asset Management
Fisher Asset Management
Washington
$18.2B -$651M 10 13.65% Reduced
30
Swiss National Bank
Swiss National Bank
Switzerland
$18.1B -$50.9M 26 12.92% Reduced
31
Deutsche Bank
Deutsche Bank
Germany
$17.1B +$154M 29 10.29% Increased
32
Wells Fargo
Wells Fargo
California
$16.8B -$433M 44 5.46% Reduced
33
Jennison Associates
Jennison Associates
New York
$16.4B -$698M 9 16.35% Reduced
34
Janus Henderson Group
Janus Henderson Group
$15.4B -$2.32B 27 11.54% Reduced
35
Franklin Resources
Franklin Resources
California
$15.2B +$501M 25 8.3% Increased
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$13.3B -$74.3M 17 10.95% Reduced
37
Dodge & Cox
Dodge & Cox
California
$13B +$1.02B 9 9.86% Increased
38
UBS Group
UBS Group
Switzerland
$12.9B -$958M 48 5.67% Reduced
39
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$12.8B +$137M 32 4.93% Increased
40
American Century Companies
American Century Companies
Missouri
$12.8B -$327M 20 11.24% Reduced
41
Primecap Management
Primecap Management
California
$11.3B -$199M 11 10.95% Reduced
42
TCI Fund Management
TCI Fund Management
United Kingdom
$11.2B +$458M 3 39.18% Increased
43
California Public Employees Retirement System
California Public Employees Retirement System
California
$11.1B +$1.44B 21 10.21% Increased
44
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.97B +$578M 19 14.71% Increased
45
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$9.75B +$113M 15 10.05% Increased
46
Barclays
Barclays
United Kingdom
$9.75B +$1.52B 35 10.64% Increased
47
Polen Capital Management
Polen Capital Management
Florida
$9.52B -$9.46M 4 26.64% Reduced
48
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$9.19B -$443M 16 18.61% Reduced
49
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.14B +$10.1B 1 26.91% Increased
50
Principal Financial Group
Principal Financial Group
Iowa
$8.71B -$72.2M 24 6.92% Reduced