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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
Polen Capital Management
Polen Capital Management
Florida
$7.88B -$439M 4 22.99% Reduced
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.65B -$99.4M 29 10.48% Reduced
53
VOYA Investment Management
VOYA Investment Management
Georgia
$7.52B -$441M 29 8.7% Reduced
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.33B +$300M 26 9.86% Increased
55
ClearBridge Investments
ClearBridge Investments
New York
$7.17B -$852M 11 7.08% Reduced
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.16B +$719M 27 4.51% Increased
57
Nordea Investment Management
Nordea Investment Management
Sweden
$7.07B +$69.8M 21 11.01% Increased
58
Neuberger Berman Group
Neuberger Berman Group
New York
$6.92B +$292M 22 6.79% Increased
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$6.7B +$81.6M 28 10.53% Increased
60
Harris Associates
Harris Associates
Illinois
$6.64B +$1.17B 5 13.53% Increased
61
TD Asset Management
TD Asset Management
Ontario, Canada
$6.64B -$797M 17 8.19% Reduced
62
Swedbank
Swedbank
Sweden
$6.46B +$267M 17 14.21% Increased
63
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$6.4B -$1.14B 5 4.91% Reduced
64
Lazard Asset Management
Lazard Asset Management
New York
$6.3B +$282M 24 8.68% Increased
65
Fidelity International
Fidelity International
Bermuda
$6.02B -$23.4M 16 7.23% Reduced
66
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.9B -$485M 18 9.36% Reduced
67
Putnam Investments
Putnam Investments
Massachusetts
$5.72B -$35M 12 9.98% Reduced
68
DZ Bank
DZ Bank
Germany
$5.64B -$107M 18 9.55% Reduced
69
National Pension Service
National Pension Service
South Korea
$5.57B +$84.5M 14 10.97% Increased
70
Prudential Financial
Prudential Financial
New Jersey
$5.46B -$198M 25 9.19% Reduced
71
Raymond James & Associates
Raymond James & Associates
Florida
$5.41B +$40.2M 30 4.96% Increased
72
Sanders Capital
Sanders Capital
Florida
$5.27B -$68.6M 2 13.81% Reduced
73
Brown Advisory
Brown Advisory
Maryland
$5.25B -$76.8M 16 9.76% Reduced
74
Silver Lake Group
Silver Lake Group
California
$5.16B $0 2 40.83% Maintained
75
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$4.89B +$20.5M 3 28.95% Increased