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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
UBS
UBS
Switzerland
$1.7B +$1.69B 14 2.01% New
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.69B +$1.69B 11 5.5% New
78
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.68B +$1.67B 11 5.58% New
79
Brown Advisory
Brown Advisory
Maryland
$1.66B +$1.61B 7 6.64% New
80
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.64B +$1.58B 2 2.75% New
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.53B +$1.53B 12 4.47% New
82
Nordea Investment Management
Nordea Investment Management
Sweden
$1.52B +$1.52B 8 9.44% New
83
Artisan Partners
Artisan Partners
Wisconsin
$1.49B +$1.49B 4 3.2% New
84
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$1.49B +$1.49B 7 3.11% New
85
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
$1.47B +$1.41B 2 18.55% New
86
Capital International Investors
Capital International Investors
California
$1.45B +$1.43B 4 6.58% New
87
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.41B +$1.4B 8 4.34% New
88
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.4B +$1.37B 9 3.7% New
89
Macquarie Group
Macquarie Group
Australia
$1.39B +$1.38B 10 3.02% New
90
APG Asset Management
APG Asset Management
Netherlands
$1.38B +$1.38B 9 4.31% New
91
MTB
Mizuho Trust & Banking
Japan
$1.38B +$1.37B 9 5.8% New
92
Principal Financial Group
Principal Financial Group
Iowa
$1.32B +$1.31B 10 2.92% New
93
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.3B +$1.3B 10 6.67% New
94
Citigroup
Citigroup
New York
$1.3B +$1.3B 13 1.28% New
95
Teachers Advisors
Teachers Advisors
New York
$1.28B +$1.27B 12 3.44% New
96
Fidelity International
Fidelity International
Bermuda
$1.26B +$1.23B 8 7.14% New
97
BlackRock Japan
BlackRock Japan
Japan
$1.22B +$1.22B 11 5.62% New
98
STRS Ohio
STRS Ohio
Ohio
$1.22B +$1.21B 9 5.24% New
99
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$1.21B +$1.2B 9 5.91% New
100
Fred Alger Management
Fred Alger Management
New York
$1.19B +$1.18B 8 7.1% New