← 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
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$8.18B -$159M 6 26.1% Reduced
52
Credit Suisse
Credit Suisse
Switzerland
$8.02B +$1.38B 24 5.82% Increased
53
Barclays
Barclays
United Kingdom
$7.93B +$1.08B 24 4.4% Increased
54
Allianz Asset Management
Allianz Asset Management
Germany
$7.89B -$303M 18 7.2% Reduced
55
Fidelity International
Fidelity International
Bermuda
$7.33B +$44.5M 17 10.16% Increased
56
Sands Capital Management
Sands Capital Management
Virginia
$7.22B -$308M 7 20.97% Reduced
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.83B -$105M 19 7.18% Reduced
58
TCI Fund Management
TCI Fund Management
United Kingdom
$6.68B -$551M 3 29.57% Reduced
59
Principal Financial Group
Principal Financial Group
Iowa
$6.65B -$86.9M 20 5.54% Reduced
60
AQR Capital Management
AQR Capital Management
Connecticut
$6.62B -$184M 19 7.53% Reduced
61
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$6.26B +$163M 17 12.29% Increased
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$6.07B +$416M 19 10.32% Increased
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.95B -$190M 24 1.71% Reduced
64
Prudential Financial
Prudential Financial
New Jersey
$5.88B -$89.5M 17 8.66% Reduced
65
Nordea Investment Management
Nordea Investment Management
Sweden
$5.53B +$110M 14 11.03% Increased
66
APG Asset Management
APG Asset Management
Netherlands
$5.53B -$74.4M 14 8.98% Reduced
67
Eaton Vance Management
Eaton Vance Management
Massachusetts
$5.52B +$37.3M 17 10.79% Increased
68
Neuberger Berman Group
Neuberger Berman Group
New York
$5.49B -$57.9M 16 6.41% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$5.46B -$49.9M 19 9.14% Reduced
70
Temasek Holdings
Temasek Holdings
Singapore
$5.45B -$129M 2 35.64% Reduced
71
Lazard Asset Management
Lazard Asset Management
New York
$5.31B +$371M 15 7.58% Increased
72
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.09B +$8.37M 7 16.89% Increased
73
Putnam Investments
Putnam Investments
Massachusetts
$5B -$193M 11 10.3% Reduced
74
Polen Capital Management
Polen Capital Management
Florida
$4.98B -$817M 5 19.61% Reduced
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.91B -$183M 8 12.19% Reduced