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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
Swedbank
Swedbank
Sweden
$17.6B +$711M 15 17.86% Increased
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$17.6B -$169M 33 14.11% Reduced
53
Neuberger Berman Group
Neuberger Berman Group
New York
$17.2B +$54M 21 12.59% Increased
54
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$16.9B -$715M 9 20.05% Reduced
55
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$16.5B +$979M 24 10.38% Increased
56
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$16.3B -$1.2B 7 12.04% Reduced
57
Nordea Investment Management
Nordea Investment Management
Sweden
$16.2B +$101M 19 14.18% Increased
58
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$15.9B +$2.26B 18 11.14% Increased
59
Dodge & Cox
Dodge & Cox
California
$15.8B -$229M 7 8.52% Reduced
60
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$14.8B +$35.5M 26 15.21% Increased
61
ClearBridge Investments
ClearBridge Investments
New York
$14.8B +$919M 12 11.14% Increased
62
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$14B -$966M 6 8.59% Reduced
63
Citigroup
Citigroup
New York
$13.9B -$3.48B 36 6.19% Reduced
64
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.8B +$2.54B 20 18.93% Increased
65
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7B -$243M 26 11.29% Reduced
66
LPL Financial
LPL Financial
California
$13.7B +$855M 34 4% Increased
67
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.7B +$47.6M 26 3.94% Increased
68
VOYA Investment Management
VOYA Investment Management
Georgia
$13.3B +$363M 27 13.23% Increased
69
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$11.9B -$392M 29 15.38% Reduced
70
Aberdeen Group
Aberdeen Group
United Kingdom
$11.5B +$65.6M 17 18.2% Increased
71
Brown Advisory
Brown Advisory
Maryland
$11.5B +$36.3M 16 14.91% Increased
72
Magnetar Financial
Magnetar Financial
Illinois
$11.2B -$1.65B 5 67.99% Reduced
73
Fidelity International
Fidelity International
Bermuda
$11.1B -$241M 20 8.73% Reduced
74
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$11B -$2.34B 37 5.87% Reduced
75
Russell Investments Group
Russell Investments Group
United Kingdom
$10.5B +$273M 32 11.92% Increased