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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
$8.66B +$114M 32 9.65% Increased
52
VOYA Investment Management
VOYA Investment Management
Georgia
$8.53B +$4.55B 28 10.23% Increased
53
ClearBridge Investments
ClearBridge Investments
New York
$8.5B +$163M 11 8.57% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.22B -$754M 30 11.9% Reduced
55
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8.12B +$96.3M 22 12.04% Increased
56
TD Asset Management
TD Asset Management
Ontario, Canada
$8.06B -$181M 17 10.09% Reduced
57
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.99B +$9.11B 5 6.38% New
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.46B +$299M 26 11.11% Increased
59
HSBC Holdings
HSBC Holdings
United Kingdom
$7.45B -$735M 22 12.15% Reduced
60
Nordea Investment Management
Nordea Investment Management
Sweden
$7.27B -$212M 21 11.76% Reduced
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$7.04B -$93.1M 27 11.9% Reduced
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.04B -$114M 26 4.9% Reduced
63
Neuberger Berman Group
Neuberger Berman Group
New York
$7.03B +$319M 22 7.34% Increased
64
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.67B +$5.87M 18 11.04% Increased
65
Lazard Asset Management
Lazard Asset Management
New York
$6.51B -$119M 26 9.51% Reduced
66
Fidelity International
Fidelity International
Bermuda
$6.25B -$236M 17 8.04% Reduced
67
Swedbank
Swedbank
Sweden
$6.22B +$460M 17 14.76% Increased
68
DZ Bank
DZ Bank
Germany
$6.07B -$762M 17 11.11% Reduced
69
Prudential Financial
Prudential Financial
New Jersey
$5.98B -$25M 25 10.13% Reduced
70
Putnam Investments
Putnam Investments
Massachusetts
$5.94B -$93.2M 12 11.3% Reduced
71
National Pension Service
National Pension Service
South Korea
$5.93B +$162M 14 12.37% Increased
72
Harris Associates
Harris Associates
Illinois
$5.91B +$230M 5 9.9% Increased
73
Brown Advisory
Brown Advisory
Maryland
$5.7B +$97.9M 17 11.09% Increased
74
Raymond James & Associates
Raymond James & Associates
Florida
$5.62B +$79.6M 30 5.69% Increased
75
Sanders Capital
Sanders Capital
Florida
$5.51B +$91.1M 2 15.16% Increased