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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
$3.04B -$59.1M 16 5.35% Reduced
77
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.02B +$40.3M 11 9.29% Increased
78
Boston Partners
Boston Partners
Massachusetts
$2.96B +$135M 7 4.36% Increased
79
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.96B -$92.8M 15 3.15% Reduced
80
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.91B -$453M 3 11.41% Reduced
81
Teachers Advisors
Teachers Advisors
New York
$2.9B +$81.7M 15 5.3% Increased
82
Fred Alger Management
Fred Alger Management
New York
$2.82B -$110M 9 14.3% Reduced
83
APG Asset Management
APG Asset Management
Netherlands
$2.79B +$427M 12 5.78% Increased
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.74B -$5.35M 11 7.25% Reduced
85
Principal Financial Group
Principal Financial Group
Iowa
$2.65B +$90.4M 14 3.85% Increased
86
Neuberger Berman Group
Neuberger Berman Group
New York
$2.64B +$60.4M 11 3.62% Increased
87
LPU
Lansdowne Partners (UK)
United Kingdom
$2.63B +$455M 2 20.73% Increased
88
JSP
Jackson Square Partners
California
$2.58B -$29.3M 3 10.35% Reduced
89
Putnam Investments
Putnam Investments
Massachusetts
$2.52B +$59.1M 10 5.99% Increased
90
Brown Advisory
Brown Advisory
Maryland
$2.51B +$60.7M 11 8.66% Increased
91
Nordea Investment Management
Nordea Investment Management
Sweden
$2.38B +$148M 12 7.17% Increased
92
Artisan Partners
Artisan Partners
Wisconsin
$2.35B +$5.22M 8 4.89% Increased
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.31B +$10.3M 16 2.7% Increased
94
VOYA Investment Management
VOYA Investment Management
Georgia
$2.3B -$57.4M 14 5.71% Reduced
95
AQR Capital Management
AQR Capital Management
Connecticut
$2.29B +$208M 13 4.11% Increased
96
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.28B -$81.5M 13 6.12% Reduced
97
Lazard Asset Management
Lazard Asset Management
New York
$2.25B -$8.08M 12 4.91% Reduced
98
TD Asset Management
TD Asset Management
Ontario, Canada
$2.17B +$1.6M 12 4.07% Increased
99
Carmignac Gestion
Carmignac Gestion
France
$2.16B +$248M 4 21% Increased
100
HSBC Holdings
HSBC Holdings
United Kingdom
$2.14B -$292M 14 6.03% Reduced