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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
51
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.68B +$2.67B 9 6.08% New
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.55B +$2.54B 12 5.12% New
53
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.54B +$2.53B 11 4.79% New
54
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.49B +$2.45B 3 8.13% New
55
BlackRock
BlackRock
New York
$2.37B +$2.35B 12 4.69% New
56
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.34B +$2.35B 9 7.08% New
57
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.32B +$2.31B 9 6.54% New
58
Lazard Asset Management
Lazard Asset Management
New York
$2.3B +$2.3B 10 5.46% New
59
First Eagle Investment Management
First Eagle Investment Management
New York
$2.17B +$2.16B 6 6.59% New
60
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.1B +$2.09B 8 5.89% New
61
Charles Schwab
Charles Schwab
California
$2.09B +$2.09B 11 4.68% New
62
VOYA Investment Management
VOYA Investment Management
Georgia
$2.09B +$2.1B 10 5.78% New
63
Russell Frank Company
Russell Frank Company
Washington
$2.07B +$2.06B 11 3.79% New
64
ClearBridge Investments
ClearBridge Investments
New York
$2.03B +$1.98B 10 3.09% New
65
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.02B +$2.06B 12 2.95% New
66
ValueAct Holdings
ValueAct Holdings
California
$1.99B +$1.89B 1 20.48% New
67
Prudential Financial
Prudential Financial
New Jersey
$1.97B +$1.97B 11 4.36% New
68
Harris Associates
Harris Associates
Illinois
$1.97B +$2.07B 4 4.13% New
69
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.91B +$1.89B 13 1.61% New
70
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.89B +$1.82B 8 8.97% New
71
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.86B +$1.85B 2 8.81% New
72
Magellan Asset Management
Magellan Asset Management
Australia
$1.85B +$1.83B 3 20.64% New
73
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.84B +$1.86B 10 5.34% New
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.83B +$1.82B 11 5.87% New
75
HSBC Holdings
HSBC Holdings
United Kingdom
$1.81B +$1.8B 10 5.45% New