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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
$10.9B -$326M 28 10.79% Reduced
52
VOYA Investment Management
VOYA Investment Management
Georgia
$10.9B -$1.36B 28 11.29% Reduced
53
Polen Capital Management
Polen Capital Management
Florida
$10.8B -$987M 4 26.69% Reduced
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$9.98B -$311M 31 12.78% Reduced
55
DZ Bank
DZ Bank
Germany
$9.91B +$1.85B 19 14.9% Increased
56
Lazard Asset Management
Lazard Asset Management
New York
$9.75B +$424M 26 12% Increased
57
Swedbank
Swedbank
Sweden
$9.73B +$393M 17 16.5% Increased
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.34B -$873M 25 5.21% Reduced
59
ClearBridge Investments
ClearBridge Investments
New York
$9.26B -$684M 9 8.35% Reduced
60
Neuberger Berman Group
Neuberger Berman Group
New York
$9.25B -$35M 21 8.27% Reduced
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$9.13B -$192M 28 12.9% Reduced
62
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$8.94B -$244M 6 6.09% Reduced
63
TD Asset Management
TD Asset Management
Ontario, Canada
$8.78B +$143M 17 10% Increased
64
Nordea Investment Management
Nordea Investment Management
Sweden
$8.71B -$1.03B 21 11.92% Reduced
65
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.52B +$122M 20 12.23% Increased
66
Putnam Investments
Putnam Investments
Massachusetts
$8.41B +$224M 13 12.39% Increased
67
National Pension Service
National Pension Service
South Korea
$8.26B +$324M 13 13.32% Increased
68
Sanders Capital
Sanders Capital
Florida
$7.96B +$581M 3 16.62% Increased
69
Prudential Financial
Prudential Financial
New Jersey
$7.83B +$46.9M 22 11.39% Increased
70
GQG Partners
GQG Partners
Florida
$7.79B +$3.09B 6 17.91% Increased
71
Brown Advisory
Brown Advisory
Maryland
$7.72B -$39.5M 16 12.05% Reduced
72
Raymond James & Associates
Raymond James & Associates
Florida
$7.61B -$102M 29 6.27% Reduced
73
Fidelity International
Fidelity International
Bermuda
$7.41B -$387M 14 8.32% Reduced
74
Citigroup
Citigroup
New York
$7.08B +$1.21B 34 4.65% Increased
75
Harris Associates
Harris Associates
Illinois
$6.95B -$2.76B 6 13.08% Reduced