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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
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$3.22B -$88.1M 9 17.45% Reduced
77
Neuberger Berman Group
Neuberger Berman Group
New York
$3.19B -$18.5M 13 4.11% Reduced
78
Putnam Investments
Putnam Investments
Massachusetts
$3.18B +$13.3M 12 7.47% Increased
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.11B -$53.4M 11 8.34% Reduced
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.03B -$70.5M 10 7.72% Reduced
81
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$3.03B +$22.1M 8 10.2% Increased
82
VOYA Investment Management
VOYA Investment Management
Georgia
$3.01B -$334M 15 6.89% Reduced
83
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.97B -$138M 5 4.47% Reduced
84
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.96B +$458M 14 7.71% Increased
85
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.88B -$122M 5 13.73% Reduced
86
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.88B +$291M 4 11.26% Increased
87
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.88B +$16.5M 11 7.15% Increased
88
Lazard Asset Management
Lazard Asset Management
New York
$2.87B -$161M 12 5.41% Reduced
89
Nordea Investment Management
Nordea Investment Management
Sweden
$2.83B -$312M 12 7.49% Reduced
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.8B +$34.3M 17 6.55% Increased
91
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.71B -$117M 7 15.29% Reduced
92
Swedbank
Swedbank
Sweden
$2.61B +$7.27M 6 18.48% Increased
93
Asset Management One
Asset Management One
Japan
$2.53B -$589M 11 6.65% Reduced
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.47B -$12.1M 14 7.13% Reduced
95
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.46B -$18.7M 15 2.73% Reduced
96
Brown Advisory
Brown Advisory
Maryland
$2.44B -$77.5M 13 8.32% Reduced
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.42B -$29.6M 11 6.1% Reduced
98
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.39B +$749M 19 6.32% Increased
99
TD Asset Management
TD Asset Management
Ontario, Canada
$2.35B -$41.5M 13 3.75% Reduced
100
LPU
Lansdowne Partners (UK)
United Kingdom
$2.34B -$55.5M 3 20.35% Reduced