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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.6B +$871M 30 6.99% Increased
52
HSBC Holdings
HSBC Holdings
United Kingdom
$9.87B -$2.42B 25 13.15% Reduced
53
SM
SB Management
United Arab Emirates
$9.87B +$1.38B 3 55.76% Increased
54
TCI Fund Management
TCI Fund Management
United Kingdom
$9.45B -$2.38M 4 31.01% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$9.21B -$243M 24 6.82% Reduced
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.07B -$586M 23 8.37% Reduced
57
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$8.82B +$82.2M 23 12.34% Increased
58
Barclays
Barclays
United Kingdom
$8.61B -$11.8M 24 4.55% Reduced
59
Fidelity International
Fidelity International
Bermuda
$8.35B -$423M 18 10.28% Reduced
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$8.2B -$172M 24 11.32% Reduced
61
Nordea Investment Management
Nordea Investment Management
Sweden
$8.13B +$489M 17 13.05% Increased
62
Citigroup
Citigroup
New York
$8.07B +$711M 30 4.76% Increased
63
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8B -$887M 21 11.3% Reduced
64
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8B +$69.6M 19 12.59% Increased
65
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.87B -$1.79B 21 11.78% Reduced
66
Neuberger Berman Group
Neuberger Berman Group
New York
$7.53B +$23.3M 20 7.81% Increased
67
Polen Capital Management
Polen Capital Management
Florida
$7.47B +$198M 5 17.36% Increased
68
Lazard Asset Management
Lazard Asset Management
New York
$7.41B -$97.5M 18 9.36% Reduced
69
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$7.28B -$375M 6 23.14% Reduced
70
Sands Capital Management
Sands Capital Management
Virginia
$7.27B -$2.24B 8 13.79% Reduced
71
Prudential Financial
Prudential Financial
New Jersey
$7.16B -$59.2M 20 12.03% Reduced
72
First Trust Advisors
First Trust Advisors
Illinois
$7.14B +$86.4M 22 9.47% Increased
73
APG Asset Management
APG Asset Management
Netherlands
$7.04B -$590M 17 11.49% Reduced
74
Putnam Investments
Putnam Investments
Massachusetts
$6.82B -$339M 13 12.11% Reduced
75
Swedbank
Swedbank
Sweden
$6.82B +$352M 9 20% Increased