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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
VOYA Investment Management
VOYA Investment Management
Georgia
$4.42B -$103M 18 9.94% Reduced
77
APG Asset Management
APG Asset Management
Netherlands
$4.37B -$240M 13 8.02% Reduced
78
Russell Investments Group
Russell Investments Group
United Kingdom
$4.33B +$274M 21 8.01% Increased
79
Polen Capital Management
Polen Capital Management
Florida
$4.31B +$262M 5 22.54% Increased
80
Harris Associates
Harris Associates
Illinois
$4.31B -$319M 5 7.91% Reduced
81
Lazard Asset Management
Lazard Asset Management
New York
$4.26B +$64.2M 15 6.97% Increased
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.19B -$24M 12 10.63% Reduced
83
Ninety One (UK)
Ninety One (UK)
United Kingdom
$4.11B +$381M 10 16.27% Increased
84
Swedbank
Swedbank
Sweden
$4.1B +$274M 7 19.52% Increased
85
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.06B -$255M 7 19.95% Reduced
86
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.03B +$330M 5 21.85% Increased
87
DZ Bank
DZ Bank
Germany
$4.03B +$840M 15 13.1% Increased
88
Tiger Global Management
Tiger Global Management
New York
$3.8B +$125M 6 21% Increased
89
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.78B +$137M 4 22.08% Increased
90
First Trust Advisors
First Trust Advisors
Illinois
$3.74B +$121M 18 7.43% Increased
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.68B +$15.8M 20 3.68% Increased
92
Boston Partners
Boston Partners
Massachusetts
$3.67B +$275M 10 4.87% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$3.67B -$7.68M 17 9.74% Reduced
94
Artisan Partners
Artisan Partners
Wisconsin
$3.56B +$1.04B 9 7.03% Increased
95
First Eagle Investment Management
First Eagle Investment Management
New York
$3.51B -$385M 5 9.5% Reduced
96
TD Asset Management
TD Asset Management
Ontario, Canada
$3.46B +$144M 13 5.29% Increased
97
Brown Advisory
Brown Advisory
Maryland
$3.43B +$199M 16 9.72% Increased
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.36B -$111M 12 8.41% Reduced
99
Viking Global Investors
Viking Global Investors
Connecticut
$3.36B -$2.17B 5 19.25% Reduced
100
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.24B +$51.7M 16 9.22% Increased