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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
$47.2B -$866M 23 12.82% Reduced
27
Ameriprise
Ameriprise
Minnesota
$44B -$1.22B 28 9.94% Reduced
28
UBS Group
UBS Group
Switzerland
$42.6B -$2.06B 50 6.91% Reduced
29
Wells Fargo
Wells Fargo
California
$42B -$309M 40 7.64% Reduced
30
Deutsche Bank
Deutsche Bank
Germany
$41.9B -$2.23B 32 13.64% Reduced
31
Jennison Associates
Jennison Associates
New York
$36.5B +$1.5B 10 21.94% Increased
32
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$36.3B -$388M 28 7.61% Reduced
33
Fisher Asset Management
Fisher Asset Management
Washington
$35.1B +$614M 12 11.99% Increased
34
Barclays
Barclays
United Kingdom
$33.8B -$2.42B 36 8.1% Reduced
35
Janus Henderson Group
Janus Henderson Group
$33B -$185M 26 14.79% Reduced
36
HSBC Holdings
HSBC Holdings
United Kingdom
$29.6B +$1.12B 26 15.06% Increased
37
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$28.8B -$626M 10 9.29% Reduced
38
Swiss National Bank
Swiss National Bank
Switzerland
$27.2B -$1.27B 26 16.18% Reduced
39
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$25.7B -$817M 19 15.1% Reduced
40
California Public Employees Retirement System
California Public Employees Retirement System
California
$25.6B +$1.62B 17 14.62% Increased
41
American Century Companies
American Century Companies
Missouri
$25.6B -$983M 21 12.85% Reduced
42
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.7B +$123M 30 8.57% Increased
43
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$23.7B +$998M 24 16.05% Increased
44
Raymond James Financial
Raymond James Financial
Florida
$22.5B +$72.7M 31 6.99% Increased
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$20.8B -$82.3M 19 15.77% Reduced
46
National Pension Service
National Pension Service
South Korea
$20.7B +$763M 15 15.32% Increased
47
Victory Capital Management
Victory Capital Management
Texas
$20.5B +$1.7B 26 11.56% Increased
48
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19.8B +$2.62B 21 11.62% Increased
49
Sanders Capital
Sanders Capital
Florida
$19.3B -$1.22B 3 22.26% Reduced
50
Swedbank
Swedbank
Sweden
$18.8B +$210M 16 18.17% Increased