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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
Lazard Asset Management
Lazard Asset Management
New York
$4.07B -$55.8M 14 6.97% Reduced
77
Ninety One (UK)
Ninety One (UK)
United Kingdom
$3.87B +$223M 9 15.92% Increased
78
Nordea Investment Management
Nordea Investment Management
Sweden
$3.85B +$35.9M 12 9.09% Increased
79
Asset Management One
Asset Management One
Japan
$3.81B +$113M 12 8.41% Increased
80
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.74B -$71.9M 13 9.05% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.73B +$160M 17 7.67% Increased
82
Neuberger Berman Group
Neuberger Berman Group
New York
$3.72B -$32.6M 16 4.27% Reduced
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.64B +$76.6M 17 7.39% Increased
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.6B -$17.1M 11 8.52% Reduced
85
Artisan Partners
Artisan Partners
Wisconsin
$3.57B -$348M 7 6.77% Reduced
86
Swedbank
Swedbank
Sweden
$3.56B +$196M 7 19.33% Increased
87
APG Asset Management
APG Asset Management
Netherlands
$3.55B -$408M 13 6.49% Reduced
88
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.44B +$870M 4 17.96% Increased
89
Aberdeen Group
Aberdeen Group
United Kingdom
$3.43B -$38.4M 14 6.57% Reduced
90
VOYA Investment Management
VOYA Investment Management
Georgia
$3.38B -$236M 18 7.02% Reduced
91
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.17B -$149M 5 17.45% Reduced
92
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.13B +$78.1M 12 7.22% Increased
93
TCI Fund Management
TCI Fund Management
United Kingdom
$3.1B +$2.52B 3 19.24% Increased
94
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.09B -$108M 6 4.62% Reduced
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.09B -$119M 12 6.99% Reduced
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.96B -$81.8M 17 7.85% Reduced
97
Tiger Global Management
Tiger Global Management
New York
$2.95B -$519M 7 23.31% Reduced
98
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.89B +$53.6M 4 10.91% Increased
99
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.83B -$456M 13 15.53% Reduced
100
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.82B -$22.4M 21 2.73% Reduced