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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
Russell Frank Company
Russell Frank Company
Washington
$2.29B -$143M 12 4.01% Reduced
77
ClearBridge Investments
ClearBridge Investments
New York
$2.27B +$21.7M 10 2.39% Increased
78
Nordea Investment Management
Nordea Investment Management
Sweden
$2.27B +$188M 10 8.36% Increased
79
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.22B +$92.4M 11 4.35% Increased
80
APG Asset Management
APG Asset Management
Netherlands
$2.21B -$9.55M 9 4.24% Reduced
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.21B -$20.3M 8 5.59% Reduced
82
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.19B +$501M 11 7.03% Increased
83
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.17B +$52.4M 9 5.74% Increased
84
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.14B -$32.3M 4 6.61% Reduced
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.13B +$18.5M 11 4.99% Increased
86
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.11B -$71.2M 13 2.32% Reduced
87
Putnam Investments
Putnam Investments
Massachusetts
$2.1B -$182M 10 4.31% Reduced
88
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.07B +$601M 15 0.82% Increased
89
JSP
Jackson Square Partners
California
$1.97B -$152M 2 7.75% Reduced
90
Principal Financial Group
Principal Financial Group
Iowa
$1.93B +$91.2M 12 3% Increased
91
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.89B -$35.6M 11 5.49% Reduced
92
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.89B -$265M 8 4.75% Reduced
93
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.89B +$39M 13 3.98% Increased
94
Teachers Advisors
Teachers Advisors
New York
$1.87B -$60M 12 3.57% Reduced
95
Boston Partners
Boston Partners
Massachusetts
$1.83B +$311M 5 2.75% Increased
96
Barclays
Barclays
United Kingdom
$1.81B +$277M 14 1.74% Increased
97
First Pacific Advisors
First Pacific Advisors
California
$1.76B +$11M 3 14.05% Increased
98
Lazard Asset Management
Lazard Asset Management
New York
$1.76B +$23.7M 9 3.76% Increased
99
Fidelity International
Fidelity International
Bermuda
$1.74B -$130M 7 6% Reduced
100
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.73B +$172M 11 1.14% Increased