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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
Prudential Financial
Prudential Financial
New Jersey
$2.36B -$104M 9 4.18% Reduced
77
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.3B +$700M 15 0.98% Increased
78
Artisan Partners
Artisan Partners
Wisconsin
$2.28B -$40.1M 7 4.21% Reduced
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.27B +$10.9M 9 6.95% Increased
80
Putnam Investments
Putnam Investments
Massachusetts
$2.27B +$159M 8 4.56% Increased
81
Nordea Investment Management
Nordea Investment Management
Sweden
$2.24B -$163M 11 7.85% Reduced
82
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.19B +$52M 9 5.79% Increased
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.16B -$52.5M 8 5.62% Reduced
84
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$2.14B +$100M 13 4.19% Increased
85
APG Asset Management
APG Asset Management
Netherlands
$2.11B +$70.1M 11 4.23% Increased
86
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.1B -$225M 13 2.46% Reduced
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.09B -$31.4M 11 5.04% Reduced
88
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.04B +$148M 11 1.25% Increased
89
Yacktman Asset Management
Yacktman Asset Management
Texas
$2.01B -$373M 2 10.73% Reduced
90
Teachers Advisors
Teachers Advisors
New York
$2B +$106M 12 3.71% Increased
91
Fidelity International
Fidelity International
Bermuda
$1.97B -$173M 9 6.29% Reduced
92
Swiss National Bank
Swiss National Bank
Switzerland
$1.96B +$115M 10 5.07% Increased
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.95B -$38.8M 14 2.19% Reduced
94
Lazard Asset Management
Lazard Asset Management
New York
$1.95B +$90.1M 8 4.09% Increased
95
Principal Financial Group
Principal Financial Group
Iowa
$1.95B +$12.1M 10 2.91% Increased
96
Brown Advisory
Brown Advisory
Maryland
$1.9B +$31.9M 8 6.18% Increased
97
Carmignac Gestion
Carmignac Gestion
France
$1.82B +$186M 2 16.24% Increased
98
First Pacific Advisors
First Pacific Advisors
California
$1.8B +$63.4M 3 14.7% Increased
99
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.77B +$63.1M 4 24.94% Increased
100
MTB
Mizuho Trust & Banking
Japan
$1.74B +$66.4M 10 5.75% Increased