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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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$12.9B -$139M 11 18.39% Reduced
52
Credit Suisse
Credit Suisse
Switzerland
$12.8B -$882M 24 12.25% Reduced
53
Neuberger Berman Group
Neuberger Berman Group
New York
$12.3B -$11.3B 22 10.19% Reduced
54
VOYA Investment Management
VOYA Investment Management
Georgia
$11.7B -$561M 28 11.51% Reduced
55
Lazard Asset Management
Lazard Asset Management
New York
$11.5B -$1.09B 22 14.02% Reduced
56
ClearBridge Investments
ClearBridge Investments
New York
$11.5B -$855K 8 9.1% Reduced
57
Swedbank
Swedbank
Sweden
$11.4B +$329M 15 16.1% Increased
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$11.2B +$51.5M 27 14.14% Increased
59
National Pension Service
National Pension Service
South Korea
$11.1B +$185M 12 13.31% Increased
60
Sanders Capital
Sanders Capital
Florida
$11B +$117M 3 18.45% Increased
61
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11B -$669M 24 10.21% Reduced
62
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$11B +$50.5M 17 12.91% Increased
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$10.7B -$275M 28 14.08% Reduced
64
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$10.4B +$1.46B 23 14.36% Increased
65
Raymond James & Associates
Raymond James & Associates
Florida
$10B +$111M 27 6.8% Increased
66
Brown Advisory
Brown Advisory
Maryland
$9.95B -$387M 16 13.3% Reduced
67
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$9.9B -$612M 5 6.06% Reduced
68
Nordea Investment Management
Nordea Investment Management
Sweden
$9.73B -$74.3M 20 11.5% Reduced
69
Fidelity International
Fidelity International
Bermuda
$9.45B +$336M 16 9.37% Increased
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.35B +$590M 24 3.49% Increased
71
Citigroup
Citigroup
New York
$8.87B +$552M 33 5.83% Increased
72
Prudential Financial
Prudential Financial
New Jersey
$8.63B -$204M 20 12.15% Reduced
73
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$8.47B +$1.2B 21 8.9% Increased
74
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.86B -$4.72B 19 7.27% Reduced
75
TD Asset Management
TD Asset Management
Ontario, Canada
$7.81B -$870M 15 7.27% Reduced