← 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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$7.4B -$348M 16 10.41% Reduced
52
Teachers Advisors
Teachers Advisors
New York
$7.25B +$78.8M 19 8.88% Increased
53
AQR Capital Management
AQR Capital Management
Connecticut
$7.13B -$168M 18 7.56% Reduced
54
Sands Capital Management
Sands Capital Management
Virginia
$7.11B -$68.6M 7 21.91% Reduced
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.67B -$2.63B 22 5.72% Reduced
56
Fidelity International
Fidelity International
Bermuda
$6.32B +$316M 16 9.9% Increased
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.2B -$205M 17 6.71% Reduced
58
Credit Suisse
Credit Suisse
Switzerland
$6.02B +$32.2M 22 5.49% Increased
59
Principal Financial Group
Principal Financial Group
Iowa
$5.93B +$173M 15 5.52% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$5.83B -$38.2M 20 7.18% Reduced
61
Barclays
Barclays
United Kingdom
$5.37B -$662M 25 3.7% Reduced
62
Prudential Financial
Prudential Financial
New Jersey
$5.29B -$215M 18 8.76% Reduced
63
TCI Fund Management
TCI Fund Management
United Kingdom
$5.1B -$1.18B 3 33.33% Reduced
64
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.86B +$105M 17 9.38% Increased
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.84B -$2.64M 17 9.91% Reduced
66
Temasek Holdings
Temasek Holdings
Singapore
$4.82B -$216M 3 33.39% Reduced
67
Nordea Investment Management
Nordea Investment Management
Sweden
$4.79B -$73.7M 14 9.97% Reduced
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
$4.77B -$37.1M 17 10.96% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$4.76B +$168M 17 9.22% Increased
70
Fred Alger Management
Fred Alger Management
New York
$4.74B -$163M 12 18.88% Reduced
71
Neuberger Berman Group
Neuberger Berman Group
New York
$4.68B +$90.2M 20 5.73% Increased
72
Putnam Investments
Putnam Investments
Massachusetts
$4.66B +$26.2M 14 10.85% Increased
73
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.59B -$56.5M 9 11.35% Reduced
74
Jane Street
Jane Street
New York
$4.57B +$3.77B 21 7.44% Increased
75
Aberdeen Group
Aberdeen Group
United Kingdom
$4.51B -$6.32M 13 9.78% Reduced