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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
$26.8B -$217M 42 7.27% Reduced
27
Ameriprise
Ameriprise
Minnesota
$26.2B -$307M 29 8.61% Reduced
28
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$25.8B -$759M 10 9.04% Reduced
29
Jennison Associates
Jennison Associates
New York
$23.1B +$2.44B 8 19.62% Increased
30
Fisher Asset Management
Fisher Asset Management
Washington
$21.6B +$430M 9 12.23% Increased
31
Wells Fargo
Wells Fargo
California
$21.3B -$313M 43 6.24% Reduced
32
Franklin Resources
Franklin Resources
California
$19.7B -$214M 22 9.99% Reduced
33
Barclays
Barclays
United Kingdom
$19.6B -$130M 33 12.21% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$18.8B -$4.53B 31 12.16% Reduced
35
Dodge & Cox
Dodge & Cox
California
$17.8B -$1.64B 8 12.01% Reduced
36
Janus Henderson Group
Janus Henderson Group
$17.8B +$483M 24 11.65% Increased
37
Swiss National Bank
Swiss National Bank
Switzerland
$17.3B -$2.24B 24 13.6% Reduced
38
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.9B +$151M 32 5.55% Increased
39
UBS Group
UBS Group
Switzerland
$16.3B -$1.22B 43 5.62% Reduced
40
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$14.9B -$239M 16 12.2% Reduced
41
California Public Employees Retirement System
California Public Employees Retirement System
California
$14.5B +$798M 20 12.48% Increased
42
American Century Companies
American Century Companies
Missouri
$14.4B +$608M 25 11.14% Increased
43
Primecap Management
Primecap Management
California
$13B -$122M 11 10.98% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$12.9B -$241M 26 13.47% Reduced
45
Gates Foundation Trust
Gates Foundation Trust
Washington
$12.4B +$24.4M 5 31.92% Increased
46
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.8B -$158M 22 14.29% Reduced
47
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$11.1B -$72.6M 12 10.17% Reduced
48
DZ Bank
DZ Bank
Germany
$11.1B +$1.43B 18 15.8% Increased
49
Credit Suisse
Credit Suisse
Switzerland
$11B +$199M 28 11.14% Increased
50
Principal Financial Group
Principal Financial Group
Iowa
$11B -$80.1M 24 7.87% Reduced