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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.81B +$457M 20 6.26% Increased
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$5.79B +$428M 20 5.77% Increased
53
Fidelity International
Fidelity International
Bermuda
$5.69B +$188M 11 15.83% Increased
54
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$5.69B +$2.11B 16 8.76% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$5.65B +$251M 17 7.64% Increased
56
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.64B +$486M 20 4.9% Increased
57
Credit Suisse
Credit Suisse
Switzerland
$5.56B +$69.3M 20 4.96% Increased
58
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.41B +$29.4M 13 9.41% Increased
59
Harris Associates
Harris Associates
Illinois
$5.39B -$215M 5 8.83% Reduced
60
Magellan Asset Management
Magellan Asset Management
Australia
$5.37B +$166M 4 17.84% Increased
61
Teachers Advisors
Teachers Advisors
New York
$5.36B +$17.9M 18 6.89% Increased
62
First Eagle Investment Management
First Eagle Investment Management
New York
$5.18B -$89.5M 8 12.18% Reduced
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5B +$238M 16 9.39% Increased
64
Boston Partners
Boston Partners
Massachusetts
$4.99B +$68.1M 10 5.88% Increased
65
Prudential Financial
Prudential Financial
New Jersey
$4.79B +$54.8M 14 6.53% Increased
66
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.78B +$502M 7 20.3% Increased
67
Principal Financial Group
Principal Financial Group
Iowa
$4.77B -$31.7M 18 4.39% Reduced
68
Capital International Investors
Capital International Investors
California
$4.32B -$319M 8 4.88% Reduced
69
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.29B -$82.1M 7 9.53% Reduced
70
Putnam Investments
Putnam Investments
Massachusetts
$4.19B -$81.2M 13 9.35% Reduced
71
Russell Investments Group
Russell Investments Group
United Kingdom
$4.16B -$296M 21 6.97% Reduced
72
Fred Alger Management
Fred Alger Management
New York
$4.12B -$203M 10 18.59% Reduced
73
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.11B -$656M 1 15.51% Reduced
74
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.1B +$91.7M 5 5.15% Increased
75
Barclays
Barclays
United Kingdom
$4.09B +$1.48B 23 3.34% Increased