← All themes

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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.21B -$328M 7 7.03% Reduced
77
APG Asset Management
APG Asset Management
Netherlands
$3.2B -$199M 12 6.02% Reduced
78
Principal Financial Group
Principal Financial Group
Iowa
$3.09B +$108M 14 3.92% Increased
79
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.07B +$112M 4 16.01% Increased
80
VOYA Investment Management
VOYA Investment Management
Georgia
$3.04B +$143M 15 7.26% Increased
81
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.99B -$75.8M 11 16.35% Reduced
82
Russell Investments Group
Russell Investments Group
United Kingdom
$2.95B +$2.94B 18 5.75% New
83
Neuberger Berman Group
Neuberger Berman Group
New York
$2.9B -$63.7M 11 3.89% Reduced
84
Putnam Investments
Putnam Investments
Massachusetts
$2.88B -$124M 10 6.96% Reduced
85
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.87B -$79.1M 11 8.08% Reduced
86
Nordea Investment Management
Nordea Investment Management
Sweden
$2.86B +$21.6M 12 7.57% Increased
87
Boston Partners
Boston Partners
Massachusetts
$2.86B +$41.2M 8 3.76% Increased
88
Asset Management One
Asset Management One
Japan
$2.86B +$2.55B 11 7.3% Increased
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.84B -$48.8M 10 7.4% Reduced
90
Lazard Asset Management
Lazard Asset Management
New York
$2.81B -$21.7M 12 5.73% Reduced
91
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.8B -$149M 4 4.2% Reduced
92
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$2.75B +$98.9M 9 9.67% Increased
93
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.68B -$243M 5 12.35% Reduced
94
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.61B -$96.2M 11 6.59% Reduced
95
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.58B -$376M 9 13.92% Reduced
96
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.55B +$74.7M 17 6.46% Increased
97
ValueAct Holdings
ValueAct Holdings
California
$2.4B +$109K 1 19.71% Increased
98
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.39B +$505M 4 9.64% Increased
99
Swedbank
Swedbank
Sweden
$2.36B +$247M 6 18.63% Increased
100
Brown Advisory
Brown Advisory
Maryland
$2.35B -$168M 12 8.38% Reduced