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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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$13.4B +$32.7M 31 13.42% Increased
52
ClearBridge Investments
ClearBridge Investments
New York
$12.9B -$768M 13 8.79% Reduced
53
Credit Suisse
Credit Suisse
Switzerland
$12.8B -$749M 29 6.77% Reduced
54
TD Asset Management
TD Asset Management
Ontario, Canada
$12.7B +$3.67B 20 10.6% Increased
55
HSBC Holdings
HSBC Holdings
United Kingdom
$12.6B -$914M 27 11.63% Reduced
56
Principal Financial Group
Principal Financial Group
Iowa
$12.1B -$234M 26 7.2% Reduced
57
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$11.2B +$27.7M 27 13.05% Increased
58
Eaton Vance Management
Eaton Vance Management
Massachusetts
$11B -$34.6M 27 13.44% Reduced
59
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.6B +$456M 18 12.95% Increased
60
Citigroup
Citigroup
New York
$10.3B +$2.03B 35 5.54% Increased
61
Neuberger Berman Group
Neuberger Berman Group
New York
$10.2B +$572M 22 8.04% Increased
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$10.1B +$183M 25 12.4% Increased
63
Nordea Investment Management
Nordea Investment Management
Sweden
$10B -$163M 21 12.02% Reduced
64
Brown Advisory
Brown Advisory
Maryland
$10B +$1.35B 18 12.43% Increased
65
Lazard Asset Management
Lazard Asset Management
New York
$9.9B -$513M 22 10.54% Reduced
66
Magellan Asset Management
Magellan Asset Management
Australia
$9.79B -$4.26B 6 24.94% Reduced
67
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.64B -$918M 25 5.9% Reduced
68
Macquarie Group
Macquarie Group
Australia
$9.58B -$399M 29 7.98% Reduced
69
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.46B +$682M 20 12.36% Increased
70
Sands Capital Management
Sands Capital Management
Virginia
$9.37B -$189M 9 17.38% Reduced
71
Fidelity International
Fidelity International
Bermuda
$9.27B +$331M 16 9.51% Increased
72
First Trust Advisors
First Trust Advisors
Illinois
$9.26B +$558M 28 9.01% Increased
73
Prudential Financial
Prudential Financial
New Jersey
$9.14B -$71.9M 25 11.34% Reduced
74
Allspring Global Investments
Allspring Global Investments
North Carolina
$9.13B +$9.21B 23 10.16% New
75
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$9.07B -$340M 6 27.05% Reduced