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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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$2.06B +$26.1M 5 3.01% Increased
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.03B -$88.2M 13 2.58% Reduced
78
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.01B -$219M 14 1.36% Reduced
79
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.98B -$245M 8 6.45% Reduced
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95B -$371M 13 0.84% Reduced
81
Nordea Investment Management
Nordea Investment Management
Sweden
$1.94B +$41.5M 8 8.12% Increased
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.94B -$80.9M 11 5.7% Reduced
83
APG Asset Management
APG Asset Management
Netherlands
$1.92B +$411M 9 4.1% Increased
84
Lazard Asset Management
Lazard Asset Management
New York
$1.91B -$40.9M 7 4% Reduced
85
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.91B +$474M 13 2.13% Increased
86
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.88B +$174M 7 5.33% Increased
87
VOYA Investment Management
VOYA Investment Management
Georgia
$1.87B -$121M 10 4.28% Reduced
88
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.83B -$13.6M 11 4.11% Reduced
89
Putnam Investments
Putnam Investments
Massachusetts
$1.82B -$138M 11 3.91% Reduced
90
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.78B +$156M 9 2.21% Increased
91
Teachers Advisors
Teachers Advisors
New York
$1.74B +$101M 12 3.56% Increased
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.7B -$41.3M 11 5.39% Reduced
93
Fidelity International
Fidelity International
Bermuda
$1.67B -$206M 6 6.26% Reduced
94
LPU
Lansdowne Partners (UK)
United Kingdom
$1.66B +$1.59B 2 15.76% New
95
Prudential plc
Prudential plc
United Kingdom
$1.66B +$33M 6 6.93% Increased
96
Principal Financial Group
Principal Financial Group
Iowa
$1.66B +$25.2M 10 2.79% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.63B -$65.3M 8 4.21% Reduced
98
First Pacific Advisors
First Pacific Advisors
California
$1.61B +$9.85M 3 13.1% Increased
99
MTB
Mizuho Trust & Banking
Japan
$1.6B -$8.27M 9 5.73% Reduced
100
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.56B -$22.5M 10 5.4% Reduced