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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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.69B +$171M 14 2.24% Increased
52
Allianz Asset Management
Allianz Asset Management
Germany
$4.64B -$458M 12 4.54% Reduced
53
Harris Associates
Harris Associates
Illinois
$4.6B -$6.15M 4 8.4% Reduced
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.44B +$286M 20 4.21% Increased
55
First Eagle Investment Management
First Eagle Investment Management
New York
$4.34B +$47.1M 7 10.7% Increased
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.34B +$3.03M 12 8.63% Increased
57
Magellan Asset Management
Magellan Asset Management
Australia
$4.26B +$129M 4 18.79% Increased
58
Capital International Investors
Capital International Investors
California
$4.21B +$84.7M 9 5.71% Increased
59
Fidelity International
Fidelity International
Bermuda
$4.13B +$101M 11 11.63% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$4.06B -$125M 15 6.63% Reduced
61
Temasek Holdings
Temasek Holdings
Singapore
$3.94B +$2.3M 2 29.41% Increased
62
Teachers Advisors
Teachers Advisors
New York
$3.91B +$120M 18 5.69% Increased
63
Prudential Financial
Prudential Financial
New Jersey
$3.88B +$62.6M 12 6.06% Increased
64
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.78B +$5.17M 5 5.29% Increased
65
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.73B -$226M 7 16.07% Reduced
66
Artisan Partners
Artisan Partners
Wisconsin
$3.65B -$118M 7 7.13% Reduced
67
AQR Capital Management
AQR Capital Management
Connecticut
$3.59B -$189M 13 4.77% Reduced
68
Russell Investments Group
Russell Investments Group
United Kingdom
$3.56B +$317M 17 6.53% Increased
69
APG Asset Management
APG Asset Management
Netherlands
$3.52B -$224M 12 6.46% Reduced
70
Principal Financial Group
Principal Financial Group
Iowa
$3.41B -$111K 13 4.1% Reduced
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.4B -$152M 17 6.88% Reduced
72
Boston Partners
Boston Partners
Massachusetts
$3.36B +$270M 9 4.29% Increased
73
Fred Alger Management
Fred Alger Management
New York
$3.32B -$409M 10 16.55% Reduced
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$3.32B -$933M 16 5.06% Reduced
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.3B -$227M 7 7.02% Reduced