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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
AQR Capital Management
AQR Capital Management
Connecticut
$6.18B -$435M 17 7.16% Reduced
52
Teachers Advisors
Teachers Advisors
New York
$6.13B +$213M 19 8.62% Increased
53
Sands Capital Management
Sands Capital Management
Virginia
$5.86B -$244M 5 20.91% Reduced
54
Magellan Asset Management
Magellan Asset Management
Australia
$5.8B +$555M 4 21.31% Increased
55
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.74B -$222M 13 10.38% Reduced
56
TCI Fund Management
TCI Fund Management
United Kingdom
$5.55B +$1.11B 3 27.78% Increased
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.48B +$558M 19 6.92% Increased
58
Barclays
Barclays
United Kingdom
$5.17B +$801M 24 3.99% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$4.99B -$70.4M 22 5.19% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$4.99B -$145M 21 7% Reduced
61
Principal Financial Group
Principal Financial Group
Iowa
$4.91B -$248M 17 5.23% Reduced
62
Fidelity International
Fidelity International
Bermuda
$4.84B -$1.03B 15 8.58% Reduced
63
Prudential Financial
Prudential Financial
New Jersey
$4.72B +$156M 16 8.27% Increased
64
Viking Global Investors
Viking Global Investors
Connecticut
$4.7B +$2.15B 5 26.75% Increased
65
Fred Alger Management
Fred Alger Management
New York
$4.21B -$154M 15 19.39% Reduced
66
Asset Management One
Asset Management One
Japan
$4.21B +$25.4M 12 10.03% Increased
67
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.15B +$66.7M 17 9.45% Increased
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
$4.13B -$26.3M 17 10.74% Reduced
69
Nordea Investment Management
Nordea Investment Management
Sweden
$4.09B +$147M 14 9.72% Increased
70
Harris Associates
Harris Associates
Illinois
$4.05B -$909M 5 8.17% Reduced
71
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.03B -$744M 16 8.98% Reduced
72
Putnam Investments
Putnam Investments
Massachusetts
$3.98B -$205M 11 10.5% Reduced
73
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.94B -$132M 8 11.15% Reduced
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.93B -$492K 17 8.56% Reduced
75
Neuberger Berman Group
Neuberger Berman Group
New York
$3.91B -$4.05M 19 5.44% Reduced