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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
ClearBridge Investments
ClearBridge Investments
New York
$12.6B -$1.32B 13 9.02% Reduced
52
Credit Suisse
Credit Suisse
Switzerland
$12.4B +$32.1M 29 6.84% Increased
53
Polen Capital Management
Polen Capital Management
Florida
$12.4B -$246M 7 22.72% Reduced
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$12.2B -$411M 29 12.98% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$11.2B +$166M 24 7.32% Increased
56
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10.1B -$259M 26 13.01% Reduced
57
Eaton Vance Management
Eaton Vance Management
Massachusetts
$10.1B +$3.75M 27 14% Increased
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.71B -$287M 24 7.95% Reduced
59
Sands Capital Management
Sands Capital Management
Virginia
$9.68B +$1.75B 9 16.14% Increased
60
Nordea Investment Management
Nordea Investment Management
Sweden
$9.61B -$295M 19 12.5% Reduced
61
Lazard Asset Management
Lazard Asset Management
New York
$9.6B +$503M 20 10.83% Increased
62
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$9.45B +$231M 22 10.7% Increased
63
Macquarie Group
Macquarie Group
Australia
$9.21B -$180M 26 7.85% Reduced
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.02B -$196M 25 12.21% Reduced
65
Iconiq Capital
Iconiq Capital
California
$9.01B -$1.01B 7 52.44% Reduced
66
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.96B -$1.93B 17 11.21% Reduced
67
Neuberger Berman Group
Neuberger Berman Group
New York
$8.86B -$174M 18 7.75% Reduced
68
First Trust Advisors
First Trust Advisors
Illinois
$8.59B +$274M 27 9.24% Increased
69
Fidelity International
Fidelity International
Bermuda
$8.56B -$572M 14 9.5% Reduced
70
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$8.54B -$412M 6 25.08% Reduced
71
Putnam Investments
Putnam Investments
Massachusetts
$8.47B -$55.9M 9 13.13% Reduced
72
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.44B -$3.19B 20 12.97% Reduced
73
Swedbank
Swedbank
Sweden
$8.41B -$176M 16 15.7% Reduced
74
DZ Bank
DZ Bank
Germany
$8.36B +$52.5M 14 12.85% Increased
75
Prudential Financial
Prudential Financial
New Jersey
$8.34B -$550M 24 11.63% Reduced