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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
Sands Capital Management
Sands Capital Management
Virginia
$7.52B -$528M 5 21.28% Reduced
52
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$7.41B +$37M 16 9.72% Increased
53
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.16B -$364M 13 12.3% Reduced
54
Teachers Advisors
Teachers Advisors
New York
$7.15B -$32.4M 18 8.61% Reduced
55
Fidelity International
Fidelity International
Bermuda
$6.88B -$31.3M 15 10.17% Reduced
56
Principal Financial Group
Principal Financial Group
Iowa
$6.19B +$33.8M 18 5.46% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$6.17B -$174M 20 7.95% Reduced
58
Credit Suisse
Credit Suisse
Switzerland
$6.09B +$281M 20 5.45% Increased
59
Magellan Asset Management
Magellan Asset Management
Australia
$6.02B +$95.8M 4 19.7% Increased
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.97B -$986M 20 6.31% Reduced
61
Harris Associates
Harris Associates
Illinois
$5.76B -$106M 5 9.06% Reduced
62
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.59B -$564M 15 10.32% Reduced
63
Prudential Financial
Prudential Financial
New Jersey
$5.53B +$128M 18 8.14% Increased
64
Barclays
Barclays
United Kingdom
$5.3B +$697M 24 3.67% Increased
65
Fred Alger Management
Fred Alger Management
New York
$5.26B -$55.6M 12 19.75% Reduced
66
TCI Fund Management
TCI Fund Management
United Kingdom
$5.15B -$198M 3 26.95% Reduced
67
Tiger Global Management
Tiger Global Management
New York
$5.13B +$472M 6 24.34% Increased
68
Putnam Investments
Putnam Investments
Massachusetts
$5.06B -$103M 12 10.92% Reduced
69
Asset Management One
Asset Management One
Japan
$5.05B +$35M 12 10.37% Increased
70
Eaton Vance Management
Eaton Vance Management
Massachusetts
$5.01B +$6.01M 16 11.13% Increased
71
Lone Pine Capital
Lone Pine Capital
Connecticut
$4.94B +$861M 4 25.4% Increased
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.93B +$85.8M 17 9.58% Increased
73
Temasek Holdings
Temasek Holdings
Singapore
$4.91B -$1.15B 2 28.55% Reduced
74
APG Asset Management
APG Asset Management
Netherlands
$4.76B +$301M 13 8.33% Increased
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.76B -$75.7M 8 10.53% Reduced