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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
$38.1B +$336M 43 8.68% Increased
27
Franklin Resources
Franklin Resources
California
$37.6B -$389M 24 11.55% Reduced
28
Ameriprise
Ameriprise
Minnesota
$36.8B +$322M 27 9.96% Increased
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$33.2B -$1.04B 10 10.21% Reduced
30
Fisher Asset Management
Fisher Asset Management
Washington
$32.9B +$1.24B 10 14.3% Increased
31
UBS Group
UBS Group
Switzerland
$32.6B +$3.36B 46 8.06% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$31.6B -$1.6B 29 14.27% Reduced
33
Barclays
Barclays
United Kingdom
$31.1B -$3.5B 32 9.49% Reduced
34
Wells Fargo
Wells Fargo
California
$30B +$925M 36 7.27% Increased
35
Jennison Associates
Jennison Associates
New York
$28.9B -$488M 8 18.54% Reduced
36
Janus Henderson Group
Janus Henderson Group
$27.4B +$432M 23 14.66% Increased
37
HSBC Holdings
HSBC Holdings
United Kingdom
$26.1B +$3.22B 29 15.96% Increased
38
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$25.5B +$1.47B 30 6.66% Increased
39
Swiss National Bank
Swiss National Bank
Switzerland
$22.4B -$215M 22 15.4% Reduced
40
American Century Companies
American Century Companies
Missouri
$20.3B +$429M 22 12.45% Increased
41
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$19.2B -$1.21B 17 14.16% Reduced
42
California Public Employees Retirement System
California Public Employees Retirement System
California
$18.7B -$223M 19 13.73% Reduced
43
Primecap Management
Primecap Management
California
$17.2B -$195M 10 12.43% Reduced
44
Dodge & Cox
Dodge & Cox
California
$16.5B -$1.19B 7 9.9% Reduced
45
Gates Foundation Trust
Gates Foundation Trust
Washington
$15.6B -$680M 1 32.71% Reduced
46
Principal Financial Group
Principal Financial Group
Iowa
$15.2B -$172M 23 9.04% Reduced
47
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$15B -$12.8M 32 14.12% Reduced
48
Sanders Capital
Sanders Capital
Florida
$14.6B +$2.26B 4 22.44% Increased
49
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$14.2B -$195M 11 19.6% Reduced
50
DZ Bank
DZ Bank
Germany
$14.2B -$579M 17 14.55% Reduced