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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
76
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.1B -$1.26B 21 16.34% Reduced
77
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$12.8B +$892M 26 12.78% Increased
78
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6B -$757M 33 9.85% Reduced
79
Aberdeen Group
Aberdeen Group
United Kingdom
$12.5B +$378M 17 17.62% Increased
80
VOYA Investment Management
VOYA Investment Management
Georgia
$12.5B +$648M 31 10.81% Increased
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12.4B +$3.07B 33 5.92% Increased
82
Russell Investments Group
Russell Investments Group
United Kingdom
$12.4B +$747M 37 10.9% Increased
83
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$11B -$503M 34 13.91% Reduced
84
ClearBridge Investments
ClearBridge Investments
New York
$11B -$1.18B 12 9.07% Reduced
85
Pictet Asset Management
Pictet Asset Management
Switzerland
$10.8B -$474M 25 10.32% Reduced
86
Allianz Asset Management
Allianz Asset Management
Germany
$10.8B +$1.03B 23 8.74% Increased
87
First Trust Advisors
First Trust Advisors
Illinois
$10.7B +$783M 26 6.27% Increased
88
Jane Street
Jane Street
New York
$10.4B +$5.57B 44 0.86% Increased
89
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$10.2B +$416M 20 12.56% Increased
90
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.1B +$4.15B 38 0.79% Increased
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$9.97B -$33.8M 32 4.94% Reduced
92
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$9.45B -$1.27B 20 11.49% Reduced
93
Natixis Advisors
Natixis Advisors
Massachusetts
$9.42B +$876M 21 10.59% Increased
94
Citadel Advisors
Citadel Advisors
Florida
$9.37B +$1.49B 46 1.07% Increased
95
Aviva
Aviva
United Kingdom
$9.22B -$2.81M 16 13.57% Reduced
96
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$9.14B -$201M 22 15.03% Reduced
97
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.06B -$340M 20 15.3% Reduced
98
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.01B -$356M 24 13.77% Reduced
99
SEI Investments
SEI Investments
Pennsylvania
$8.91B -$1.12B 35 7.86% Reduced
100
Stifel Financial
Stifel Financial
Missouri
$8.87B -$27.5M 27 7.38% Reduced