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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
$9.55B -$481M 30 9.63% Reduced
52
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$9.37B -$485M 15 8.46% Reduced
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.03B +$317M 26 11.15% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.69B -$340M 30 11.64% Reduced
55
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.58B +$47.9M 27 4.84% Increased
56
ClearBridge Investments
ClearBridge Investments
New York
$8.29B -$246M 9 7.92% Reduced
57
Nordea Investment Management
Nordea Investment Management
Sweden
$8.25B +$43.7M 21 12.03% Increased
58
Harris Associates
Harris Associates
Illinois
$8.23B +$369M 6 15.98% Increased
59
Lazard Asset Management
Lazard Asset Management
New York
$7.93B +$375M 25 10.39% Increased
60
Swedbank
Swedbank
Sweden
$7.91B +$412M 16 15.61% Increased
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$7.85B -$83.2M 28 11.68% Reduced
62
Neuberger Berman Group
Neuberger Berman Group
New York
$7.79B -$371M 22 7.22% Reduced
63
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.66B -$37.2M 6 5.49% Reduced
64
TD Asset Management
TD Asset Management
Ontario, Canada
$7.21B -$643M 17 8.7% Reduced
65
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.14B +$137M 20 10.62% Increased
66
Fidelity International
Fidelity International
Bermuda
$6.92B -$133M 16 7.94% Reduced
67
TCI Fund Management
TCI Fund Management
United Kingdom
$6.86B -$6.18B 2 23.48% Reduced
68
Putnam Investments
Putnam Investments
Massachusetts
$6.77B -$36.2M 13 10.86% Reduced
69
DZ Bank
DZ Bank
Germany
$6.68B -$26.5M 16 10.99% Reduced
70
National Pension Service
National Pension Service
South Korea
$6.6B +$130M 13 12.03% Increased
71
Prudential Financial
Prudential Financial
New Jersey
$6.55B +$74.4M 24 10.24% Increased
72
Brown Advisory
Brown Advisory
Maryland
$6.51B +$224M 16 11.03% Increased
73
Raymond James & Associates
Raymond James & Associates
Florida
$6.49B +$77M 29 5.63% Increased
74
Sanders Capital
Sanders Capital
Florida
$6.28B +$5.92M 2 14.89% Increased
75
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$5.61B -$222M 3 35.35% Reduced