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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
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.79B -$114M 7 16.14% Reduced
77
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.73B +$40.8M 5 5% Increased
78
Artisan Partners
Artisan Partners
Wisconsin
$3.72B -$557M 7 6.87% Reduced
79
Nordea Investment Management
Nordea Investment Management
Sweden
$3.59B +$181M 12 8.62% Increased
80
Neuberger Berman Group
Neuberger Berman Group
New York
$3.45B -$36.6M 15 4.32% Reduced
81
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.39B -$6.2M 12 8.75% Reduced
82
Asset Management One
Asset Management One
Japan
$3.32B +$449M 12 7.8% Increased
83
Ninety One (UK)
Ninety One (UK)
United Kingdom
$3.32B +$408M 8 14.58% Increased
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.22B -$42.4M 12 8.04% Reduced
85
Aberdeen Group
Aberdeen Group
United Kingdom
$3.19B +$3.14B 13 5.82% New
86
VOYA Investment Management
VOYA Investment Management
Georgia
$3.19B -$86.7M 18 6.86% Reduced
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.18B -$300M 17 7.03% Reduced
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.17B +$23.9M 17 6.9% Increased
89
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$3.17B -$74.8M 9 10.09% Reduced
90
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$3.13B -$92.7M 11 16.66% Reduced
91
Tiger Global Management
Tiger Global Management
New York
$3.06B +$254M 4 20.75% Increased
92
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.05B -$68M 6 4.6% Reduced
93
Swedbank
Swedbank
Sweden
$3.03B -$17.5M 6 18.54% Reduced
94
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.95B -$199M 5 15.91% Reduced
95
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.88B -$118M 12 6.65% Reduced
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.85B +$46.3M 12 6.93% Increased
97
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.76B -$139M 4 10.86% Reduced
98
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.74B -$465M 11 7.32% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.71B -$4.57M 17 7.38% Reduced
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.65B -$308M 10 15.49% Reduced