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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.96B -$94.6M 15 6.38% Reduced
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$3.96B +$878M 11 8.18% Increased
53
First Eagle Investment Management
First Eagle Investment Management
New York
$3.9B -$538M 8 9.92% Reduced
54
UBS Group
UBS Group
Switzerland
$3.89B -$282M 18 2.61% Reduced
55
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.79B -$162M 7 16.78% Reduced
56
Credit Suisse
Credit Suisse
Switzerland
$3.78B +$107M 16 4.55% Increased
57
Capital International Investors
Capital International Investors
California
$3.78B -$606M 7 5.79% Reduced
58
Temasek Holdings
Temasek Holdings
Singapore
$3.76B $0 1 29.61% Maintained
59
Swiss National Bank
Swiss National Bank
Switzerland
$3.74B +$1.05B 13 6.86% Increased
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.74B +$139M 16 3.22% Increased
61
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.68B +$237M 4 18.29% Increased
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.62B +$166M 17 2.25% Increased
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.52B +$50.1M 13 7.9% Increased
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.49B -$417M 11 13.02% Reduced
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$3.46B +$217M 15 5.6% Increased
66
Fidelity International
Fidelity International
Bermuda
$3.45B +$291M 11 10.68% Increased
67
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.3B $0 4 5.19% Maintained
68
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.26B +$118M 13 1.95% Increased
69
Prudential Financial
Prudential Financial
New Jersey
$3.24B -$131M 12 5.8% Reduced
70
ClearBridge Investments
ClearBridge Investments
New York
$3.24B +$118M 12 3.87% Increased
71
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$3.19B -$4.19M 11 16.45% Reduced
72
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.13B -$108M 4 4.79% Reduced
73
ValueAct Holdings
ValueAct Holdings
California
$3.13B $0 1 31.21% Maintained
74
BlackRock
BlackRock
New York
$3.09B -$555M 16 4.97% Reduced
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.07B +$364M 14 6.56% Increased