← 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
Credit Suisse
Credit Suisse
Switzerland
$12.7B -$1.07B 28 6.71% Reduced
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.6B +$281M 20 15.8% Increased
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$12.3B -$96.7M 29 12.75% Reduced
54
Polen Capital Management
Polen Capital Management
Florida
$12.3B +$506M 6 23.52% Increased
55
HSBC Holdings
HSBC Holdings
United Kingdom
$11.2B -$1.23B 24 11.91% Reduced
56
Principal Financial Group
Principal Financial Group
Iowa
$10.8B +$266M 24 6.99% Increased
57
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.5B +$1.27B 17 12.92% Increased
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10.1B -$453M 27 12.71% Reduced
59
Eaton Vance Management
Eaton Vance Management
Massachusetts
$9.97B +$225M 26 13.46% Increased
60
Fidelity International
Fidelity International
Bermuda
$9.92B -$438M 15 10.65% Reduced
61
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.79B -$785M 24 7.94% Reduced
62
Nordea Investment Management
Nordea Investment Management
Sweden
$9.73B -$68.9M 19 13.01% Reduced
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$9.61B -$199M 20 11.49% Reduced
64
Macquarie Group
Macquarie Group
Australia
$9.36B +$5.66B 24 7.69% Increased
65
Lazard Asset Management
Lazard Asset Management
New York
$9B -$278M 22 10.1% Reduced
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$8.98B -$406M 24 11.78% Reduced
67
Neuberger Berman Group
Neuberger Berman Group
New York
$8.82B +$78.6M 19 7.7% Increased
68
Citigroup
Citigroup
New York
$8.81B -$848M 34 5.3% Reduced
69
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$8.69B +$390M 6 24.81% Increased
70
Prudential Financial
Prudential Financial
New Jersey
$8.63B -$132M 22 11.85% Reduced
71
Sands Capital Management
Sands Capital Management
Virginia
$8.51B +$362M 9 14.43% Increased
72
Swedbank
Swedbank
Sweden
$8.41B +$24.3M 16 15.78% Increased
73
Putnam Investments
Putnam Investments
Massachusetts
$8.34B +$262M 11 12.98% Increased
74
First Trust Advisors
First Trust Advisors
Illinois
$8.32B -$378M 26 9% Reduced
75
TD Asset Management
TD Asset Management
Ontario, Canada
$8.15B +$349M 18 8.27% Increased