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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
Fidelity International
Fidelity International
Bermuda
$5.27B +$628M 13 15.1% Increased
52
Allianz Asset Management
Allianz Asset Management
Germany
$5.24B -$226M 15 4.52% Reduced
53
Credit Suisse
Credit Suisse
Switzerland
$4.97B +$186M 19 4.83% Increased
54
First Eagle Investment Management
First Eagle Investment Management
New York
$4.91B +$128M 8 10.99% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$4.86B +$180M 16 7.22% Increased
56
Magellan Asset Management
Magellan Asset Management
Australia
$4.86B -$22.6M 4 18.29% Reduced
57
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.83B -$49.6M 13 8.94% Reduced
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$4.79B +$176M 20 5.21% Increased
59
Teachers Advisors
Teachers Advisors
New York
$4.79B +$197M 18 6.47% Increased
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.76B -$345M 20 5.67% Reduced
61
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.65B -$140M 21 4.26% Reduced
62
AQR Capital Management
AQR Capital Management
Connecticut
$4.55B +$129M 14 5.43% Increased
63
Boston Partners
Boston Partners
Massachusetts
$4.55B +$272M 9 5.62% Increased
64
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.34B +$283M 15 8.86% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$4.31B +$31.4M 16 4.18% Increased
66
Prudential Financial
Prudential Financial
New Jersey
$4.28B -$265M 13 6.14% Reduced
67
APG Asset Management
APG Asset Management
Netherlands
$4.21B +$249M 13 6.93% Increased
68
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.17B -$584M 1 16.2% Reduced
69
Russell Investments Group
Russell Investments Group
United Kingdom
$4.11B +$42.2M 18 7.02% Increased
70
Capital International Investors
Capital International Investors
California
$4.06B -$32M 10 4.87% Reduced
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.95B -$219M 6 8.78% Reduced
72
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.92B +$836M 20 9.58% Increased
73
Fred Alger Management
Fred Alger Management
New York
$3.82B -$231M 11 17.85% Reduced
74
Putnam Investments
Putnam Investments
Massachusetts
$3.81B -$236M 12 8.8% Reduced
75
Lazard Asset Management
Lazard Asset Management
New York
$3.8B +$143M 12 6.88% Increased