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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
Temasek Holdings
Temasek Holdings
Singapore
$5.13B $0 2 33.06% Maintained
52
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.94B -$184M 20 6.03% Reduced
53
Magellan Asset Management
Magellan Asset Management
Australia
$4.7B +$75.6M 4 19.72% Increased
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.65B -$28.5M 13 8.99% Reduced
55
First Eagle Investment Management
First Eagle Investment Management
New York
$4.63B -$18.4M 7 11.1% Reduced
56
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.56B -$239M 21 4.37% Reduced
57
Credit Suisse
Credit Suisse
Switzerland
$4.47B -$715M 20 4.35% Reduced
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$4.46B +$129M 16 7.14% Increased
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$4.46B +$940M 20 5.34% Increased
60
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.41B +$4.39B 1 19.1% New
61
Teachers Advisors
Teachers Advisors
New York
$4.39B +$201M 18 6.15% Increased
62
Prudential Financial
Prudential Financial
New Jersey
$4.35B +$179M 13 6.48% Increased
63
Fidelity International
Fidelity International
Bermuda
$4.23B -$387M 13 12.21% Reduced
64
AQR Capital Management
AQR Capital Management
Connecticut
$4.13B +$331M 14 5.47% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$4.07B +$388M 15 4.07% Increased
66
Boston Partners
Boston Partners
Massachusetts
$4.02B +$423M 8 5.11% Increased
67
Artisan Partners
Artisan Partners
Wisconsin
$3.96B -$214M 7 7.43% Reduced
68
Russell Investments Group
Russell Investments Group
United Kingdom
$3.84B -$67M 18 6.83% Reduced
69
Capital International Investors
Capital International Investors
California
$3.84B -$556M 10 5.13% Reduced
70
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.83B +$146M 7 8.44% Increased
71
Fred Alger Management
Fred Alger Management
New York
$3.82B +$159M 11 18.26% Increased
72
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.8B -$279M 8 16.62% Reduced
73
Putnam Investments
Putnam Investments
Massachusetts
$3.79B +$320M 11 8.86% Increased
74
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.78B +$518M 15 8.63% Increased
75
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.77B +$244M 5 5.2% Increased