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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.14B -$17.2M 13 2.81% Reduced
77
Russell Frank Company
Russell Frank Company
Washington
$2.07B +$166M 11 3.65% Increased
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.06B -$23.7M 11 5.46% Reduced
79
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$2.05B -$92.2M 5 3.11% Reduced
80
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.03B +$136M 9 6.1% Increased
81
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.02B -$22.8M 11 6% Reduced
82
VOYA Investment Management
VOYA Investment Management
Georgia
$1.97B -$25.3M 10 4.55% Reduced
83
Nordea Investment Management
Nordea Investment Management
Sweden
$1.96B +$9.66M 8 9.17% Increased
84
Lazard Asset Management
Lazard Asset Management
New York
$1.93B -$120M 7 4.31% Reduced
85
Putnam Investments
Putnam Investments
Massachusetts
$1.92B +$284M 10 4.35% Increased
86
Fidelity International
Fidelity International
Bermuda
$1.86B +$230M 6 6.75% Increased
87
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.83B +$24.6M 12 4.34% Increased
88
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
$1.79B -$229M 2 15.02% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.74B -$201M 11 5.65% Reduced
90
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.71B -$34M 9 5.05% Reduced
91
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.69B -$39.9M 8 4.63% Reduced
92
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.69B +$261M 7 4.79% Increased
93
Teachers Advisors
Teachers Advisors
New York
$1.64B -$61.3M 12 3.55% Reduced
94
Principal Financial Group
Principal Financial Group
Iowa
$1.63B -$12.7M 10 2.91% Reduced
95
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.62B -$180M 9 1.83% Reduced
96
Prudential plc
Prudential plc
United Kingdom
$1.62B -$169M 5 7.21% Reduced
97
MTB
Mizuho Trust & Banking
Japan
$1.61B -$32M 9 6.04% Reduced
98
Barclays
Barclays
United Kingdom
$1.6B -$33.3M 12 1.81% Reduced
99
First Pacific Advisors
First Pacific Advisors
California
$1.59B -$8.78M 3 13.87% Reduced
100
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.57B +$181M 3 5.84% Increased