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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
Swedbank
Swedbank
Sweden
$4.88B +$35.2M 8 19.79% Increased
77
Artisan Partners
Artisan Partners
Wisconsin
$4.76B +$70.4M 10 8.32% Increased
78
Russell Investments Group
Russell Investments Group
United Kingdom
$4.74B +$249M 22 8.83% Increased
79
Fred Alger Management
Fred Alger Management
New York
$4.72B -$530M 9 17.37% Reduced
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.62B -$2.49M 13 10.73% Reduced
81
Citigroup
Citigroup
New York
$4.6B +$149M 26 3.33% Increased
82
Harris Associates
Harris Associates
Illinois
$4.46B +$34.2M 5 7.9% Increased
83
Sanders Capital
Sanders Capital
Florida
$4.45B +$770M 3 15.71% Increased
84
Aberdeen Group
Aberdeen Group
United Kingdom
$4.4B -$224M 17 10.62% Reduced
85
DZ Bank
DZ Bank
Germany
$4.36B +$39.4M 14 11.44% Increased
86
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.21B -$70.9M 5 21.85% Reduced
87
Tiger Global Management
Tiger Global Management
New York
$4.18B -$1.28B 7 23.05% Reduced
88
Brown Advisory
Brown Advisory
Maryland
$4.16B +$30.7M 13 10.55% Increased
89
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$4.09B +$17.3M 4 29.81% Increased
90
TD Asset Management
TD Asset Management
Ontario, Canada
$4.08B -$102M 14 5.92% Reduced
91
Davis Selected Advisers
Davis Selected Advisers
Arizona
$4.07B -$205M 7 19.48% Reduced
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.07B -$39.4M 19 9.92% Reduced
93
VOYA Investment Management
VOYA Investment Management
Georgia
$4.01B -$778M 20 8.28% Reduced
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4B -$76.4M 22 3.93% Reduced
95
First Trust Advisors
First Trust Advisors
Illinois
$3.94B -$108M 20 6.73% Reduced
96
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.92B +$348M 14 6.59% Increased
97
Victory Capital Management
Victory Capital Management
Texas
$3.83B -$198M 20 4.65% Reduced
98
Edgewood Management
Edgewood Management
Connecticut
$3.82B -$1.46M 4 11.41% Reduced
99
Raymond James & Associates
Raymond James & Associates
Florida
$3.76B +$77.9M 21 4.78% Increased
100
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.76B +$52.1M 16 8.97% Increased