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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
Principal Financial Group
Principal Financial Group
Iowa
$16.2B -$665M 23 8.57% Reduced
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$15.9B -$288M 31 13.65% Reduced
53
Magnetar Financial
Magnetar Financial
Illinois
$15.6B -$4.98M 11 75.73% Reduced
54
Citigroup
Citigroup
New York
$15.6B -$864M 35 7.65% Reduced
55
Neuberger Berman Group
Neuberger Berman Group
New York
$15.4B -$58.6M 20 11.87% Reduced
56
Swedbank
Swedbank
Sweden
$15B +$796M 15 16.9% Increased
57
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15B -$448M 9 18.74% Reduced
58
Nordea Investment Management
Nordea Investment Management
Sweden
$14.4B +$434M 19 13.39% Increased
59
DZ Bank
DZ Bank
Germany
$14.3B +$749M 17 14.31% Increased
60
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.2B +$1.67B 24 10.01% Increased
61
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$13.9B +$497M 7 8.75% Increased
62
Dodge & Cox
Dodge & Cox
California
$13.5B -$874M 7 7.56% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$13.2B +$99.6M 26 14.71% Increased
64
Gates Foundation Trust
Gates Foundation Trust
Washington
$13B -$984M 1 27.27% Reduced
65
ClearBridge Investments
ClearBridge Investments
New York
$12.6B -$114M 11 10.24% Reduced
66
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4B -$851M 25 11.11% Reduced
67
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.3B +$310M 26 3.58% Increased
68
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$12.1B +$487M 21 10.35% Increased
69
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$11.9B -$2.66B 34 6.8% Reduced
70
TCI Fund Management
TCI Fund Management
United Kingdom
$11.6B -$184M 3 22.86% Reduced
71
VOYA Investment Management
VOYA Investment Management
Georgia
$11.6B +$1.26B 27 11.53% Increased
72
LPL Financial
LPL Financial
California
$11.5B +$867M 34 3.85% Increased
73
National Bank of Canada
National Bank of Canada
Quebec, Canada
$11.5B +$85.6M 28 10.96% Increased
74
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$11B -$79.6M 28 14.7% Reduced
75
Brown Advisory
Brown Advisory
Maryland
$10.5B -$1.13B 16 13.78% Reduced