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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
$12.2B +$742M 4 29.41% Increased
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$12.2B -$121M 32 12.77% Reduced
53
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.6B -$1.57B 20 12.14% Reduced
54
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$11.5B -$162M 19 17.65% Reduced
55
Lazard Asset Management
Lazard Asset Management
New York
$11.4B +$85.8M 23 14.37% Increased
56
VOYA Investment Management
VOYA Investment Management
Georgia
$11.2B -$1.01B 28 11.58% Reduced
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4B -$126M 25 6.19% Reduced
58
ClearBridge Investments
ClearBridge Investments
New York
$10.2B -$82.6K 8 8.75% Reduced
59
Sanders Capital
Sanders Capital
Florida
$10.1B +$276M 3 18.68% Increased
60
Swedbank
Swedbank
Sweden
$9.98B -$1.05B 15 16.06% Reduced
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$9.92B +$41.1M 27 13.68% Increased
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$9.76B -$736M 29 13.51% Reduced
63
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.76B +$95.5M 18 12.65% Increased
64
Putnam Investments
Putnam Investments
Massachusetts
$9.72B +$278M 15 12.84% Increased
65
National Pension Service
National Pension Service
South Korea
$9.7B +$115M 12 13.51% Increased
66
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$9.41B -$20.7M 5 6.12% Reduced
67
Brown Advisory
Brown Advisory
Maryland
$9.22B +$470M 16 12.97% Increased
68
Nordea Investment Management
Nordea Investment Management
Sweden
$8.88B -$381M 20 11.28% Reduced
69
Raymond James & Associates
Raymond James & Associates
Florida
$8.81B +$191M 26 6.58% Increased
70
Fidelity International
Fidelity International
Bermuda
$8.22B -$51.4M 14 8.64% Reduced
71
Prudential Financial
Prudential Financial
New Jersey
$7.85B -$943M 21 11.86% Reduced
72
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$7.78B +$373M 23 13.69% Increased
73
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.76B +$252M 27 3.21% Increased
74
TD Asset Management
TD Asset Management
Ontario, Canada
$7.76B -$1.57B 15 7.63% Reduced
75
GQG Partners
GQG Partners
Florida
$7.7B +$465M 5 16.29% Increased