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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
$9.36B -$315M 33 9.74% Reduced
52
Barclays
Barclays
United Kingdom
$9.17B -$1.4B 39 5.61% Reduced
53
HSBC Holdings
HSBC Holdings
United Kingdom
$9.06B +$585M 25 12.66% Increased
54
ClearBridge Investments
ClearBridge Investments
New York
$8.7B -$258M 11 8.11% Reduced
55
TD Asset Management
TD Asset Management
Ontario, Canada
$8.65B -$262M 17 10.03% Reduced
56
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8.65B -$173M 21 12.13% Reduced
57
Nordea Investment Management
Nordea Investment Management
Sweden
$7.99B +$333M 19 11.87% Increased
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.74B +$269M 26 11.29% Increased
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$7.64B -$93.1K 27 12.1% Reduced
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.6B -$74.3M 26 5.32% Reduced
61
DZ Bank
DZ Bank
Germany
$7.35B -$492M 18 13.24% Reduced
62
Neuberger Berman Group
Neuberger Berman Group
New York
$7.33B +$177M 22 7.37% Increased
63
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.31B +$102M 18 11.14% Increased
64
Lazard Asset Management
Lazard Asset Management
New York
$7.2B +$177M 24 9.74% Increased
65
Fidelity International
Fidelity International
Bermuda
$7.17B -$136M 16 8.53% Reduced
66
Putnam Investments
Putnam Investments
Massachusetts
$6.46B -$36.9M 16 11.58% Reduced
67
Prudential Financial
Prudential Financial
New Jersey
$6.46B -$162M 25 10.24% Reduced
68
Swedbank
Swedbank
Sweden
$6.38B -$482M 16 14.39% Reduced
69
Harris Associates
Harris Associates
Illinois
$6.22B +$917M 5 9.89% Increased
70
National Pension Service
National Pension Service
South Korea
$6.1B +$437M 14 12.58% Increased
71
Sanders Capital
Sanders Capital
Florida
$6.1B -$31.5M 2 15.44% Reduced
72
Brown Advisory
Brown Advisory
Maryland
$6.09B -$414M 15 11.45% Reduced
73
Raymond James & Associates
Raymond James & Associates
Florida
$5.99B +$37.7M 29 5.86% Increased
74
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.83B -$551M 6 25.36% Reduced
75
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.82B +$82.6M 4 33.57% Increased