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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
APG Asset Management
APG Asset Management
Netherlands
$3.74B -$44.4M 13 6.8% Reduced
77
Lazard Asset Management
Lazard Asset Management
New York
$3.36B +$219M 12 6.32% Increased
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.36B -$233M 17 7.17% Reduced
79
Neuberger Berman Group
Neuberger Berman Group
New York
$3.32B -$176M 15 4.27% Reduced
80
Nordea Investment Management
Nordea Investment Management
Sweden
$3.29B +$190M 12 8.28% Increased
81
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.28B -$67.8M 12 8.62% Reduced
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.15B -$49.6M 12 8.05% Reduced
83
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$3.14B -$380M 10 17.04% Reduced
84
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.1B -$108M 5 4.7% Reduced
85
VOYA Investment Management
VOYA Investment Management
Georgia
$3.1B -$96M 18 6.93% Reduced
86
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.09B +$1.31B 12 9.35% Increased
87
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$3.09B -$179M 8 10.12% Reduced
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.04B +$63.9M 17 6.95% Increased
89
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.96B -$229M 5 15.79% Reduced
90
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.93B -$60.1M 12 7.13% Reduced
91
Swedbank
Swedbank
Sweden
$2.88B +$6.81M 6 19.32% Increased
92
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.84B +$211M 20 8.58% Increased
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.81B -$151M 9 15.51% Reduced
94
Viking Global Investors
Viking Global Investors
Connecticut
$2.74B -$2.54B 4 18.45% Reduced
95
Asset Management One
Asset Management One
Japan
$2.74B +$32.5M 12 6.99% Increased
96
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.7B -$221M 4 10.85% Reduced
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.7B +$119M 11 6.6% Increased
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.62B +$15.3M 17 7.38% Increased
99
Tiger Global Management
Tiger Global Management
New York
$2.62B +$291M 6 22.64% Increased
100
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.6B +$118M 8 12.38% Increased