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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
National Pension Service
National Pension Service
South Korea
$13.1B +$468M 13 12.58% Increased
52
Dodge & Cox
Dodge & Cox
California
$12.4B -$849M 7 7.09% Reduced
53
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.4B -$391M 17 12.55% Reduced
54
Neuberger Berman Group
Neuberger Berman Group
New York
$12.4B +$158M 21 10.38% Increased
55
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$12.3B -$553M 9 17.85% Reduced
56
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.3B +$854M 33 7.23% Increased
57
Swedbank
Swedbank
Sweden
$11.4B -$196M 15 15.18% Reduced
58
Nordea Investment Management
Nordea Investment Management
Sweden
$11.1B +$679M 19 11.75% Increased
59
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9B -$156M 25 10.3% Reduced
60
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.7B $0 1 25.55% Maintained
61
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$10.7B +$1.04B 6 7.05% Increased
62
DZ Bank
DZ Bank
Germany
$10.7B -$910M 17 11.93% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10.6B -$73M 26 13.12% Reduced
64
ClearBridge Investments
ClearBridge Investments
New York
$10.2B -$668M 11 8.9% Reduced
65
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.59B +$1.13B 20 7.78% Increased
66
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.56B +$131M 25 3.08% Increased
67
Brown Advisory
Brown Advisory
Maryland
$9.51B -$358M 15 13.59% Reduced
68
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$9.35B +$1.18B 19 9.08% Increased
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9.29B +$2.03B 25 9.73% Increased
70
TCI Fund Management
TCI Fund Management
United Kingdom
$9.29B +$510M 3 21.42% Increased
71
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$9B -$342M 27 13.21% Reduced
72
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.91B +$644M 19 14.86% Increased
73
Polen Capital Management
Polen Capital Management
Florida
$8.63B -$1.05B 6 27.09% Reduced
74
LPL Financial
LPL Financial
California
$8.57B +$582M 32 3.33% Increased
75
Fidelity International
Fidelity International
Bermuda
$8.31B -$1.18B 17 7.89% Reduced