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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$16.7B -$1.1B 18 13.73% Reduced
52
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.7B +$1.87B 21 10.79% Increased
53
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$16.6B +$12B 2 6.32% Increased
54
Primecap Management
Primecap Management
California
$16B -$238M 10 12.59% Reduced
55
Swedbank
Swedbank
Sweden
$15.9B +$124M 15 16.73% Increased
56
Principal Financial Group
Principal Financial Group
Iowa
$15.8B +$228M 22 8.44% Increased
57
DZ Bank
DZ Bank
Germany
$15.5B -$196M 17 13.78% Reduced
58
Dodge & Cox
Dodge & Cox
California
$15.4B +$1.58B 7 8.46% Increased
59
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15B +$490M 37 7.27% Increased
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$14.8B -$363M 33 12.68% Reduced
61
Vanguard Asset Management
Vanguard Asset Management
$14.8B +$16.2B 25 12.65% New
62
Neuberger Berman Group
Neuberger Berman Group
New York
$14.7B -$13.1M 22 11.2% Reduced
63
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$14.4B +$246M 9 19.41% Increased
64
Nordea Investment Management
Nordea Investment Management
Sweden
$14B -$136M 22 13.08% Reduced
65
Victory Capital Management
Victory Capital Management
Texas
$13.8B -$4.17B 26 8.85% Reduced
66
LPL Financial
LPL Financial
California
$13.1B +$313M 31 3.47% Increased
67
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$13B +$943M 7 8.98% Increased
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$12.8B -$320M 29 13.56% Reduced
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
$12.8B +$1.57B 29 11.45% Increased
70
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12.7B +$1.57B 19 19.35% Increased
71
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$12.7B -$1.23B 8 12.98% Reduced
72
AQR Capital Management
AQR Capital Management
Connecticut
$12.4B +$3.47B 30 5.67% Increased
73
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.1B +$1.1B 26 3.25% Increased
74
SG Americas Securities
SG Americas Securities
New York
$12B +$4.02B 27 12.91% Increased
75
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8B -$256M 29 10.17% Reduced