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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$4.74B -$73.1M 17 9.16% Reduced
77
Nordea Investment Management
Nordea Investment Management
Sweden
$4.69B +$227M 14 9.67% Increased
78
VOYA Investment Management
VOYA Investment Management
Georgia
$4.64B +$105M 18 9.55% Increased
79
Aberdeen Group
Aberdeen Group
United Kingdom
$4.63B -$121M 13 8.63% Reduced
80
Neuberger Berman Group
Neuberger Berman Group
New York
$4.59B +$69.2M 16 5.2% Increased
81
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.58B +$6.45M 5 5.72% Increased
82
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.53B +$564M 20 6.69% Increased
83
Boston Partners
Boston Partners
Massachusetts
$4.52B -$769M 9 5.25% Reduced
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.51B -$60.2M 12 10.57% Reduced
85
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.5B -$632M 7 19.35% Reduced
86
Lazard Asset Management
Lazard Asset Management
New York
$4.37B +$46.7M 14 7.08% Increased
87
Swedbank
Swedbank
Sweden
$4.33B -$190M 7 19.35% Reduced
88
Ninety One (UK)
Ninety One (UK)
United Kingdom
$4.27B +$789M 9 15.95% Increased
89
First Trust Advisors
First Trust Advisors
Illinois
$4.08B +$151M 18 7.59% Increased
90
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.02B -$223M 5 19.94% Reduced
91
Russell Investments Group
Russell Investments Group
United Kingdom
$4.01B +$405M 20 7.61% Increased
92
First Eagle Investment Management
First Eagle Investment Management
New York
$4.01B -$540M 5 10.07% Reduced
93
Polen Capital Management
Polen Capital Management
Florida
$3.87B -$148M 5 22.05% Reduced
94
Edgewood Management
Edgewood Management
Connecticut
$3.83B +$20.3M 4 12.79% Increased
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$3.8B -$33M 17 9.66% Reduced
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.71B +$66.5M 19 3.52% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.7B -$57.4M 11 8.26% Reduced
98
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.56B -$35M 20 4.28% Reduced
99
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.48B -$280M 14 8.09% Reduced
100
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.3B -$55.3M 14 9.12% Reduced