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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$10.7B -$6.13M 33 12.41% Reduced
52
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10.6B -$377M 17 18.23% Reduced
53
VOYA Investment Management
VOYA Investment Management
Georgia
$10.6B -$42.6M 29 11.69% Reduced
54
Lazard Asset Management
Lazard Asset Management
New York
$9.92B +$172M 26 13.49% Increased
55
Polen Capital Management
Polen Capital Management
Florida
$9.87B -$859M 4 25.95% Reduced
56
Swedbank
Swedbank
Sweden
$9.75B -$39.1M 16 16.89% Reduced
57
Neuberger Berman Group
Neuberger Berman Group
New York
$9.54B +$520M 22 8.69% Increased
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.19B -$4.91M 25 5.34% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$9.15B -$663M 30 13.15% Reduced
60
Sanders Capital
Sanders Capital
Florida
$8.95B +$1.05B 3 18.91% Increased
61
ClearBridge Investments
ClearBridge Investments
New York
$8.68B -$62.7M 9 8.35% Reduced
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$8.58B -$395M 28 13.19% Reduced
63
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.5B +$93.9M 21 12.65% Increased
64
Nordea Investment Management
Nordea Investment Management
Sweden
$8.28B -$483M 21 11.5% Reduced
65
Putnam Investments
Putnam Investments
Massachusetts
$8.26B +$253M 16 12.55% Increased
66
National Pension Service
National Pension Service
South Korea
$8.24B +$122M 13 13.18% Increased
67
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$8.16B -$570M 6 5.77% Reduced
68
TD Asset Management
TD Asset Management
Ontario, Canada
$8.14B -$411M 16 9.86% Reduced
69
Prudential Financial
Prudential Financial
New Jersey
$7.71B +$15.6M 21 12.07% Increased
70
Brown Advisory
Brown Advisory
Maryland
$7.58B -$40.3M 15 12.44% Reduced
71
Raymond James & Associates
Raymond James & Associates
Florida
$7.49B +$70.8M 28 6.29% Increased
72
Fidelity International
Fidelity International
Bermuda
$7.36B -$15.2M 15 8.67% Reduced
73
Silver Lake Group
Silver Lake Group
California
$7B $0 2 47.7% Maintained
74
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.52B +$1.01B 29 2.98% Increased
75
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.51B +$341M 24 13.18% Increased