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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
$44.4B +$2.06B 28 10.87% Increased
27
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$44.2B -$2.28B 43 7.76% Reduced
28
UBS Group
UBS Group
Switzerland
$38.5B +$2.45B 48 5.78% Increased
29
Wells Fargo
Wells Fargo
California
$36.1B +$502M 40 6.81% Increased
30
Ameriprise
Ameriprise
Minnesota
$35.5B -$2.16B 29 8.22% Reduced
31
Deutsche Bank
Deutsche Bank
Germany
$35.5B -$145M 32 11.73% Reduced
32
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$33.2B +$2.55B 26 6.9% Increased
33
Fisher Asset Management
Fisher Asset Management
Washington
$30.6B +$705M 11 10.36% Increased
34
Jennison Associates
Jennison Associates
New York
$28.5B -$2.89B 12 19.62% Reduced
35
Barclays
Barclays
United Kingdom
$28.3B -$538M 38 6.79% Reduced
36
Janus Henderson Group
Janus Henderson Group
$25.9B -$1.97B 25 12.37% Reduced
37
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.7B +$9.73B 18 13.93% Increased
38
HSBC Holdings
HSBC Holdings
United Kingdom
$25.4B +$418M 24 13.26% Increased
39
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$25.3B -$1.71B 10 8.49% Reduced
40
Swiss National Bank
Swiss National Bank
Switzerland
$24.8B +$1.82B 25 14.29% Increased
41
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21.9B +$1.69B 24 14.7% Increased
42
California Public Employees Retirement System
California Public Employees Retirement System
California
$21.3B -$368M 17 13.09% Reduced
43
American Century Companies
American Century Companies
Missouri
$21.3B -$767M 23 10.94% Reduced
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$20.9B -$1.08B 18 13.55% Reduced
45
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.8B -$454M 29 7.74% Reduced
46
Raymond James Financial
Raymond James Financial
Florida
$19.3B +$311M 30 5.94% Increased
47
Sanders Capital
Sanders Capital
Florida
$19B +$2.39B 3 22.69% Increased
48
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$18.4B +$20.1B 34 9.85% New
49
National Pension Service
National Pension Service
South Korea
$18.1B +$498M 15 13.74% Increased
50
Citigroup
Citigroup
New York
$17B +$4.19B 38 7.23% Increased