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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.34B +$23M 16 6.89% Increased
77
Emerald Acquisition
Emerald Acquisition
Washington
$3.15B -$183M 18 6.09% Reduced
78
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.12B -$95.3M 4 13.93% Reduced
79
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.07B -$111M 5 12.78% Reduced
80
Putnam Investments
Putnam Investments
Massachusetts
$3.05B +$131M 12 7.35% Increased
81
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$3.05B -$104M 10 16.19% Reduced
82
Principal Financial Group
Principal Financial Group
Iowa
$3.02B +$30.9M 13 3.98% Increased
83
Neuberger Berman Group
Neuberger Berman Group
New York
$3B -$20M 11 4.08% Reduced
84
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3B -$21.5M 11 8.62% Reduced
85
AQR Capital Management
AQR Capital Management
Connecticut
$2.99B +$371M 14 4.58% Increased
86
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.94B +$241M 10 13.86% Increased
87
VOYA Investment Management
VOYA Investment Management
Georgia
$2.91B +$416M 15 5.51% Increased
88
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.88B -$111M 10 7.65% Reduced
89
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.88B -$137M 4 4.38% Reduced
90
Nordea Investment Management
Nordea Investment Management
Sweden
$2.85B +$153M 12 7.39% Increased
91
Lazard Asset Management
Lazard Asset Management
New York
$2.84B -$59.5M 12 5.64% Reduced
92
Boston Partners
Boston Partners
Massachusetts
$2.79B -$55.5M 8 3.91% Reduced
93
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.67B -$253M 11 6.63% Reduced
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$2.64B +$49.2M 8 9.48% Increased
95
LPU
Lansdowne Partners (UK)
United Kingdom
$2.58B -$228M 3 22.3% Reduced
96
Brown Advisory
Brown Advisory
Maryland
$2.5B -$218M 12 8.6% Reduced
97
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.47B +$93.9M 15 6.81% Increased
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.39B +$51.3M 11 6.58% Increased
99
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.39B +$4.11M 14 8.72% Increased
100
BlackRock Japan
BlackRock Japan
Japan
$2.34B +$69.9M 13 8% Increased