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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
$7.28B -$10.7M 21 8.13% Reduced
52
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.03B +$332M 23 5.92% Increased
53
Sands Capital Management
Sands Capital Management
Virginia
$6.88B -$95.1M 7 20.46% Reduced
54
Barclays
Barclays
United Kingdom
$6.87B +$1.41B 25 4.2% Increased
55
TCI Fund Management
TCI Fund Management
United Kingdom
$6.55B +$1.53B 3 35.35% Increased
56
Fidelity International
Fidelity International
Bermuda
$6.37B +$119M 16 9.6% Increased
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.18B -$248M 19 7.2% Reduced
58
Principal Financial Group
Principal Financial Group
Iowa
$6.09B -$27.9M 18 5.48% Reduced
59
Credit Suisse
Credit Suisse
Switzerland
$5.96B -$154M 22 5.28% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$5.65B -$381M 22 6.67% Reduced
61
Prudential Financial
Prudential Financial
New Jersey
$5.61B +$156M 18 8.69% Increased
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$5.03B -$2.85M 19 9.93% Reduced
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.01B +$3.39B 27 1.82% Increased
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$4.89B -$62.1M 19 9.19% Reduced
65
Putnam Investments
Putnam Investments
Massachusetts
$4.88B +$13.6M 14 10.87% Increased
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
$4.88B -$29.8M 16 10.68% Reduced
67
APG Asset Management
APG Asset Management
Netherlands
$4.86B +$507M 12 8.33% Increased
68
Neuberger Berman Group
Neuberger Berman Group
New York
$4.82B +$15.7M 20 5.77% Increased
69
Polen Capital Management
Polen Capital Management
Florida
$4.79B +$343M 5 23.23% Increased
70
Nordea Investment Management
Nordea Investment Management
Sweden
$4.75B -$97.6M 15 10.58% Reduced
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.66B -$93.2M 10 11.53% Reduced
72
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.66B -$77.7M 15 9.41% Reduced
73
Aberdeen Group
Aberdeen Group
United Kingdom
$4.63B -$2.16M 17 10.28% Reduced
74
Temasek Holdings
Temasek Holdings
Singapore
$4.49B -$2.3M 2 32.05% Reduced
75
VOYA Investment Management
VOYA Investment Management
Georgia
$4.45B -$112M 20 9.56% Reduced