← All themes

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
Allianz Asset Management
Allianz Asset Management
Germany
$6.84B -$162M 18 6.62% Reduced
52
Fidelity International
Fidelity International
Bermuda
$6.71B +$409M 10 10.12% Increased
53
Temasek Holdings
Temasek Holdings
Singapore
$6.7B -$29.7M 2 35.21% Reduced
54
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$6.69B +$593M 16 9.64% Increased
55
Teachers Advisors
Teachers Advisors
New York
$6.41B -$74.7M 18 8.02% Reduced
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$6.26B +$483K 12 10.65% Increased
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.24B +$18.7M 22 6.81% Increased
58
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.76B -$697M 15 11.07% Reduced
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$5.69B -$381M 20 7.86% Reduced
60
Principal Financial Group
Principal Financial Group
Iowa
$5.52B -$48.4M 18 5.07% Reduced
61
Credit Suisse
Credit Suisse
Switzerland
$5.34B -$466M 20 5.24% Reduced
62
Harris Associates
Harris Associates
Illinois
$5.32B -$171M 5 8.59% Reduced
63
Magellan Asset Management
Magellan Asset Management
Australia
$5.3B +$13.9M 4 18.6% Increased
64
Capital International Investors
Capital International Investors
California
$4.9B -$49.1M 8 5.54% Reduced
65
TCI Fund Management
TCI Fund Management
United Kingdom
$4.88B +$446M 3 22.97% Increased
66
Prudential Financial
Prudential Financial
New Jersey
$4.8B -$30.6M 16 7.18% Reduced
67
Fred Alger Management
Fred Alger Management
New York
$4.75B -$120M 11 19.93% Reduced
68
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.75B -$415M 7 20.2% Reduced
69
Boston Partners
Boston Partners
Massachusetts
$4.68B -$294M 8 5.61% Reduced
70
Putnam Investments
Putnam Investments
Massachusetts
$4.59B -$97.2M 12 10.44% Reduced
71
Asset Management One
Asset Management One
Japan
$4.52B +$43.5M 12 9.89% Increased
72
Eaton Vance Management
Eaton Vance Management
Massachusetts
$4.45B +$180M 15 10.6% Increased
73
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.41B -$334M 9 10.2% Reduced
74
Aberdeen Group
Aberdeen Group
United Kingdom
$4.32B +$153M 13 8.29% Increased
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.27B +$54.5M 17 8.89% Increased