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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
Primecap Management
Primecap Management
California
$18.8B -$1.17B 10 14.22% Reduced
52
DZ Bank
DZ Bank
Germany
$18.6B -$30.8M 17 16.06% Reduced
53
Principal Financial Group
Principal Financial Group
Iowa
$18.3B -$397M 24 9.36% Reduced
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$17.8B -$538M 34 14.41% Reduced
55
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.7B +$981M 22 11.84% Increased
56
Neuberger Berman Group
Neuberger Berman Group
New York
$17.4B -$358M 22 12.98% Reduced
57
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$17.1B +$5.74B 37 7.75% Increased
58
Nordea Investment Management
Nordea Investment Management
Sweden
$16.9B -$288M 21 14.51% Reduced
59
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$16.6B -$252M 9 19.99% Reduced
60
Dodge & Cox
Dodge & Cox
California
$16B -$1.08B 7 8.65% Reduced
61
Citigroup
Citigroup
New York
$15.5B +$1.37B 42 6.86% Increased
62
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$15.4B -$1.02B 8 12.78% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$15.4B -$189M 31 15.38% Reduced
64
LPL Financial
LPL Financial
California
$15B +$669M 35 4.09% Increased
65
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$14.2B -$394M 7 8.99% Reduced
66
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2B -$270M 28 11.65% Reduced
67
ClearBridge Investments
ClearBridge Investments
New York
$13.7B -$1.23B 12 10.97% Reduced
68
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.4B -$1B 21 18.46% Reduced
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
$13.4B +$2.71B 28 12.14% Increased
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.2B -$968M 23 3.91% Reduced
71
VOYA Investment Management
VOYA Investment Management
Georgia
$13B -$710M 28 12.81% Reduced
72
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$12.7B +$8.7B 27 14.62% Increased
73
Fidelity International
Fidelity International
Bermuda
$12.5B +$741M 17 9.35% Increased
74
Aberdeen Group
Aberdeen Group
United Kingdom
$12.2B -$143M 16 18.81% Reduced
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$11.9B -$603M 28 15.86% Reduced