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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
Fidelity International
Fidelity International
Bermuda
$3.04B +$673M 10 9.23% Increased
77
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$3.02B -$230M 11 6.23% Reduced
78
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.01B -$52.1M 11 8.92% Reduced
79
Teachers Advisors
Teachers Advisors
New York
$2.85B +$202M 15 5.34% Increased
80
Swiss National Bank
Swiss National Bank
Switzerland
$2.8B +$141M 13 6.77% Increased
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.77B +$74.1M 11 7.35% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.7B +$103M 14 6.59% Increased
83
JSP
Jackson Square Partners
California
$2.67B +$72M 3 9.85% Increased
84
Boston Partners
Boston Partners
Massachusetts
$2.67B +$555M 8 3.82% Increased
85
Principal Financial Group
Principal Financial Group
Iowa
$2.59B +$187M 14 3.84% Increased
86
Neuberger Berman Group
Neuberger Berman Group
New York
$2.56B -$147M 11 3.35% Reduced
87
Brown Advisory
Brown Advisory
Maryland
$2.55B -$12.8M 10 8.63% Reduced
88
Putnam Investments
Putnam Investments
Massachusetts
$2.54B -$211M 10 5.73% Reduced
89
HSBC Holdings
HSBC Holdings
United Kingdom
$2.47B -$247M 14 5.95% Reduced
90
VOYA Investment Management
VOYA Investment Management
Georgia
$2.45B +$17.2M 14 5.98% Increased
91
LPU
Lansdowne Partners (UK)
United Kingdom
$2.33B +$1.02B 2 16.01% Increased
92
APG Asset Management
APG Asset Management
Netherlands
$2.32B -$116M 12 5.35% Reduced
93
Coatue Management
Coatue Management
New York
$2.29B +$966M 7 22.71% Increased
94
Lazard Asset Management
Lazard Asset Management
New York
$2.28B -$209M 11 5.23% Reduced
95
Artisan Partners
Artisan Partners
Wisconsin
$2.28B -$63.8M 7 4.48% Reduced
96
Tiger Global Management
Tiger Global Management
New York
$2.26B +$86.7M 4 18.2% Increased
97
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.26B +$26.7M 12 6.25% Increased
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.25B +$19.6M 16 2.66% Increased
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.23B +$38.7M 9 5.84% Increased
100
Barclays
Barclays
United Kingdom
$2.19B +$226M 17 2.66% Increased