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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
ClearBridge Investments
ClearBridge Investments
New York
$2.28B -$29.8M 10 2.51% Reduced
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.26B +$157M 13 2.67% Increased
78
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.25B -$128M 4 6.88% Reduced
79
Capital International Investors
Capital International Investors
California
$2.23B +$49.7M 7 5.44% Increased
80
JSP
Jackson Square Partners
California
$2.2B -$232M 2 9.3% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.19B +$20.4M 11 5.42% Increased
82
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.17B -$32.7M 9 5.9% Reduced
83
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.15B +$301M 11 2.87% Increased
84
Nordea Investment Management
Nordea Investment Management
Sweden
$2.12B +$116M 10 8.51% Increased
85
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.1B +$782M 10 6.26% Increased
86
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.05B +$169M 7 6.02% Increased
87
LPU
Lansdowne Partners (UK)
United Kingdom
$2.01B +$347M 3 18.02% Increased
88
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$2B -$52M 8 4.42% Reduced
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.99B -$17.1M 11 5.99% Reduced
90
Teachers Advisors
Teachers Advisors
New York
$1.98B +$177M 13 3.99% Increased
91
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.93B +$53.9M 13 4.27% Increased
92
Principal Financial Group
Principal Financial Group
Iowa
$1.89B +$167M 10 3.21% Increased
93
Lazard Asset Management
Lazard Asset Management
New York
$1.81B -$141M 8 3.88% Reduced
94
Fidelity International
Fidelity International
Bermuda
$1.8B +$74M 7 6.91% Increased
95
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.78B -$207M 8 6.24% Reduced
96
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.77B +$574M 12 1.54% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.75B +$60.5M 9 4.33% Increased
98
Prudential plc
Prudential plc
United Kingdom
$1.73B -$52.5M 6 7.17% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.72B -$37.8M 11 5.6% Reduced
100
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.7B +$69.5M 11 5.95% Increased