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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$9.9B +$738M 18 18.64% Increased
52
Allianz Asset Management
Allianz Asset Management
Germany
$9.47B -$546M 22 11.01% Reduced
53
Sands Capital Management
Sands Capital Management
Virginia
$9.12B -$425K 8 19.74% Reduced
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.11B +$602M 30 7.6% Increased
55
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.05B -$780M 22 9.33% Reduced
56
Fidelity International
Fidelity International
Bermuda
$9.04B -$1.06B 19 11.21% Reduced
57
Principal Financial Group
Principal Financial Group
Iowa
$8.74B -$110M 24 7.36% Reduced
58
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.35B +$1.24B 18 13.21% Increased
59
TCI Fund Management
TCI Fund Management
United Kingdom
$8.27B -$85.2M 4 29.65% Reduced
60
SM
SB Management
United Arab Emirates
$8.13B +$8.19B 4 56.31% New
61
Barclays
Barclays
United Kingdom
$8.06B +$1.07B 24 4.79% Increased
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$8.05B +$27.2M 22 12.93% Increased
63
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.73B -$17.2M 23 12.12% Reduced
64
APG Asset Management
APG Asset Management
Netherlands
$7.63B -$440M 14 13.21% Reduced
65
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.27B -$45.8M 20 13.36% Reduced
66
Nordea Investment Management
Nordea Investment Management
Sweden
$7.23B -$7.91B 16 13.56% Reduced
67
Lazard Asset Management
Lazard Asset Management
New York
$7.04B -$31M 14 9.89% Reduced
68
Neuberger Berman Group
Neuberger Berman Group
New York
$6.99B -$512M 20 8.29% Reduced
69
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$6.98B -$1.52B 6 25.04% Reduced
70
Citigroup
Citigroup
New York
$6.92B +$89.3M 29 4.52% Increased
71
Tiger Global Management
Tiger Global Management
New York
$6.9B +$412M 9 19.41% Increased
72
Prudential Financial
Prudential Financial
New Jersey
$6.78B +$216M 20 12.62% Increased
73
Putnam Investments
Putnam Investments
Massachusetts
$6.69B -$22.3M 13 13.16% Reduced
74
Polen Capital Management
Polen Capital Management
Florida
$6.56B -$443M 5 17.54% Reduced
75
AQR Capital Management
AQR Capital Management
Connecticut
$6.53B -$1.06B 19 11.03% Reduced