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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
Allianz Asset Management
Allianz Asset Management
Germany
$7.44B -$774M 18 7.3% Reduced
52
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$7.14B -$468M 16 10.64% Reduced
53
Sands Capital Management
Sands Capital Management
Virginia
$6.65B -$143M 7 21.37% Reduced
54
TCI Fund Management
TCI Fund Management
United Kingdom
$6.56B -$626M 3 34.05% Reduced
55
Fidelity International
Fidelity International
Bermuda
$6.29B -$123M 13 9.51% Reduced
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.29B +$71.9M 19 7.05% Increased
57
Barclays
Barclays
United Kingdom
$6.26B -$760M 26 3.92% Reduced
58
AQR Capital Management
AQR Capital Management
Connecticut
$6.24B -$1.16B 21 7.35% Reduced
59
Principal Financial Group
Principal Financial Group
Iowa
$6.13B -$64.4M 18 5.4% Reduced
60
Credit Suisse
Credit Suisse
Switzerland
$5.87B -$193M 23 4.95% Reduced
61
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.59B +$653M 26 1.87% Increased
62
Prudential Financial
Prudential Financial
New Jersey
$5.46B -$192M 18 8.6% Reduced
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.29B +$452M 16 10.9% Increased
64
Polen Capital Management
Polen Capital Management
Florida
$5.28B +$194M 5 24.3% Increased
65
APG Asset Management
APG Asset Management
Netherlands
$5.22B +$182M 14 8.6% Increased
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$5.18B +$66.3M 20 10.11% Increased
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$5.07B +$96.5M 19 9.27% Increased
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
$5.02B +$44.3M 16 10.78% Increased
69
Nordea Investment Management
Nordea Investment Management
Sweden
$5.01B +$148M 15 10.91% Increased
70
Neuberger Berman Group
Neuberger Berman Group
New York
$4.97B +$6.13M 16 6.07% Increased
71
Tiger Global Management
Tiger Global Management
New York
$4.9B +$665M 8 25.95% Increased
72
SEI Investments
SEI Investments
Pennsylvania
$4.8B +$176M 19 12.27% Increased
73
Putnam Investments
Putnam Investments
Massachusetts
$4.71B -$186M 13 10.48% Reduced
74
Fred Alger Management
Fred Alger Management
New York
$4.7B +$272M 9 18.45% Increased
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.53B -$242M 8 11.71% Reduced