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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
TCI Fund Management
TCI Fund Management
United Kingdom
$4.09B +$1.01B 3 22.74% Increased
77
Nordea Investment Management
Nordea Investment Management
Sweden
$4.09B +$165M 13 9.78% Increased
78
Lazard Asset Management
Lazard Asset Management
New York
$3.94B -$282M 14 6.73% Reduced
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.89B -$119M 13 9.7% Reduced
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.88B -$116M 17 8.31% Reduced
81
Aberdeen Group
Aberdeen Group
United Kingdom
$3.88B +$274M 13 7.68% Increased
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.84B -$52.1M 17 8.03% Reduced
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.82B -$32.6M 11 9.3% Reduced
84
Swedbank
Swedbank
Sweden
$3.73B -$40.9M 7 19.4% Reduced
85
Neuberger Berman Group
Neuberger Berman Group
New York
$3.72B -$146M 16 4.25% Reduced
86
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.71B -$57.9M 4 18.77% Reduced
87
APG Asset Management
APG Asset Management
Netherlands
$3.7B -$63.3M 13 7.15% Reduced
88
Tiger Global Management
Tiger Global Management
New York
$3.66B +$299M 5 24.35% Increased
89
Gates Foundation Trust
Gates Foundation Trust
Washington
$3.65B -$732M 1 14.93% Reduced
90
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.44B -$21.6M 5 18.61% Reduced
91
VOYA Investment Management
VOYA Investment Management
Georgia
$3.42B -$212M 18 7.29% Reduced
92
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.34B +$164M 12 8.08% Increased
93
Polen Capital Management
Polen Capital Management
Florida
$3.14B +$404M 5 22.26% Increased
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$3.1B -$65.9M 17 8.51% Reduced
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.08B -$239M 10 7.16% Reduced
96
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.03B -$135M 7 4.82% Reduced
97
First Trust Advisors
First Trust Advisors
Illinois
$2.99B +$256M 15 6.88% Increased
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.99B +$65.5M 19 2.95% Increased
99
TD Asset Management
TD Asset Management
Ontario, Canada
$2.95B +$39.3M 13 4.51% Increased
100
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.9B -$1.23B 8 15.55% Reduced