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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
Franklin Resources
Franklin Resources
California
$33.4B -$1.8B 24 9.6% Reduced
27
UBS Group
UBS Group
Switzerland
$32.5B +$153M 47 5.98% Increased
28
Ameriprise
Ameriprise
Minnesota
$31.6B -$1.6B 28 8.53% Reduced
29
Deutsche Bank
Deutsche Bank
Germany
$30B +$2.07B 29 11.88% Increased
30
Wells Fargo
Wells Fargo
California
$26.6B -$211M 37 6.04% Reduced
31
Barclays
Barclays
United Kingdom
$26.5B +$3.87B 33 7.51% Increased
32
Janus Henderson Group
Janus Henderson Group
$25.5B +$743M 22 13.98% Increased
33
Fisher Asset Management
Fisher Asset Management
Washington
$24.8B -$6.64B 8 10.75% Reduced
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$24.4B +$447M 27 6.07% Increased
35
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$23B -$1.77B 12 7.66% Reduced
36
Jennison Associates
Jennison Associates
New York
$22.8B -$2.21B 8 16% Reduced
37
HSBC Holdings
HSBC Holdings
United Kingdom
$22B +$353M 27 13.58% Increased
38
Swiss National Bank
Swiss National Bank
Switzerland
$19.2B -$58M 21 13.54% Reduced
39
American Century Companies
American Century Companies
Missouri
$17.9B -$500M 21 10.97% Reduced
40
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$17.8B +$192M 17 12.59% Increased
41
California Public Employees Retirement System
California Public Employees Retirement System
California
$15.8B -$437M 18 11.03% Reduced
42
Raymond James Financial
Raymond James Financial
Florida
$15.8B -$209M 30 5.93% Reduced
43
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.6B -$1.97B 28 7.6% Reduced
44
Primecap Management
Primecap Management
California
$14.8B -$693M 10 12.2% Reduced
45
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.5B +$1.78B 22 13.39% Increased
46
Sanders Capital
Sanders Capital
Florida
$13.9B +$102M 4 20.82% Increased
47
Principal Financial Group
Principal Financial Group
Iowa
$13.7B -$120M 21 7.7% Reduced
48
Citigroup
Citigroup
New York
$13.5B +$5.79B 33 6.9% Increased
49
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$13.4B -$1.01B 7 11.69% Reduced
50
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$13.1B +$30.5M 30 12.27% Increased