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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
Amundi
Amundi
France
$40.5B -$5.71B 23 13.97% Reduced
27
Ameriprise
Ameriprise
Minnesota
$39.5B +$329M 27 9.73% Increased
28
UBS Group
UBS Group
Switzerland
$38.7B -$1.45B 45 6.7% Reduced
29
Deutsche Bank
Deutsche Bank
Germany
$36.6B -$405M 29 13.47% Reduced
30
Barclays
Barclays
United Kingdom
$35.7B -$759M 34 8.18% Reduced
31
Wells Fargo
Wells Fargo
California
$34.3B +$1.07B 37 7.09% Increased
32
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$31B +$747M 28 7.19% Increased
33
Janus Henderson Group
Janus Henderson Group
$29.7B -$1.9B 22 14.54% Reduced
34
Fisher Asset Management
Fisher Asset Management
Washington
$28.6B -$1.84B 9 11.35% Reduced
35
Jennison Associates
Jennison Associates
New York
$27.9B -$63.9M 10 16.56% Reduced
36
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$27.1B -$1.41B 12 8.6% Reduced
37
Swiss National Bank
Swiss National Bank
Switzerland
$25.5B +$1.59B 21 15.29% Increased
38
HSBC Holdings
HSBC Holdings
United Kingdom
$22.7B -$3.74B 27 13.62% Reduced
39
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$22.6B +$430M 18 14.08% Increased
40
California Public Employees Retirement System
California Public Employees Retirement System
California
$21.8B +$1.9B 18 13.88% Increased
41
American Century Companies
American Century Companies
Missouri
$21.3B -$464M 21 11.55% Reduced
42
Raymond James Financial
Raymond James Financial
Florida
$19.7B +$39.8M 40 6.79% Increased
43
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$19.4B +$1.18B 24 15.5% Increased
44
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.3B +$77M 28 9.05% Increased
45
Primecap Management
Primecap Management
California
$17.6B +$52.9M 10 13.91% Increased
46
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$16.9B +$1.43B 18 14.3% Increased
47
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$16.6B -$1.05B 7 12.4% Reduced
48
Sanders Capital
Sanders Capital
Florida
$16.5B +$57.6M 4 22.2% Increased
49
Victory Capital Management
Victory Capital Management
Texas
$16.5B +$8.39B 25 10.62% Increased
50
National Pension Service
National Pension Service
South Korea
$16.3B +$117M 13 14.11% Increased