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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
Credit Suisse
Credit Suisse
Switzerland
$12.2B +$236M 30 10.45% Increased
52
ClearBridge Investments
ClearBridge Investments
New York
$11.8B -$407M 12 8.83% Reduced
53
TD Asset Management
TD Asset Management
Ontario, Canada
$11.7B -$218M 19 10.67% Reduced
54
Eaton Vance Management
Eaton Vance Management
Massachusetts
$11.4B +$992M 22 13.2% Increased
55
Principal Financial Group
Principal Financial Group
Iowa
$11.3B -$71.5M 23 7.13% Reduced
56
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.9B +$932M 20 13.59% Increased
57
HSBC Holdings
HSBC Holdings
United Kingdom
$10.4B -$1.36B 25 12.68% Reduced
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1B +$871M 26 6.6% Increased
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$9.91B -$588M 26 13.04% Reduced
60
DZ Bank
DZ Bank
Germany
$9.89B -$7.95B 20 14.19% Reduced
61
Nordea Investment Management
Nordea Investment Management
Sweden
$9.89B +$290M 18 12.41% Increased
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.65B +$104M 25 12.43% Increased
63
Neuberger Berman Group
Neuberger Berman Group
New York
$9.25B -$446M 22 7.84% Reduced
64
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.2B +$566M 19 12.15% Increased
65
Fidelity International
Fidelity International
Bermuda
$9.04B +$351M 17 9.27% Increased
66
Lazard Asset Management
Lazard Asset Management
New York
$9.01B -$338M 22 10.45% Reduced
67
Citigroup
Citigroup
New York
$8.56B -$1.16B 37 5.21% Reduced
68
Macquarie Group
Macquarie Group
Australia
$8.56B -$342M 30 6.51% Reduced
69
Prudential Financial
Prudential Financial
New Jersey
$8.48B -$169M 24 11.27% Reduced
70
Swedbank
Swedbank
Sweden
$8.44B +$256M 17 15.64% Increased
71
Putnam Investments
Putnam Investments
Massachusetts
$8.35B -$5.64M 14 12.63% Reduced
72
Brown Advisory
Brown Advisory
Maryland
$8.3B -$1.14B 17 12.37% Reduced
73
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$8.27B -$341M 6 27.92% Reduced
74
Sands Capital Management
Sands Capital Management
Virginia
$7.8B -$357M 7 17.93% Reduced
75
Allspring Global Investments
Allspring Global Investments
North Carolina
$7.67B -$659M 24 9.67% Reduced