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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
Putnam Investments
Putnam Investments
Massachusetts
$7.04B -$70.6M 13 11.74% Reduced
77
DZ Bank
DZ Bank
Germany
$7B +$813M 15 12.89% Increased
78
Tiger Global Management
Tiger Global Management
New York
$6.79B +$623M 9 15.62% Increased
79
TD Asset Management
TD Asset Management
Ontario, Canada
$6.56B +$419M 17 7.34% Increased
80
Brown Advisory
Brown Advisory
Maryland
$6.55B -$244M 17 11.19% Reduced
81
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$6.34B +$208M 4 32.75% Increased
82
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$6.09B -$28.1M 8 12.53% Reduced
83
AQR Capital Management
AQR Capital Management
Connecticut
$6.09B -$203M 21 9.96% Reduced
84
APG Asset Management
APG Asset Management
Netherlands
$6.06B -$1.74B 17 10.35% Reduced
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.05B -$220M 22 12.04% Reduced
86
Sanders Capital
Sanders Capital
Florida
$6.02B -$350M 3 14.52% Reduced
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.98B -$326M 12 12.87% Reduced
88
Raymond James & Associates
Raymond James & Associates
Florida
$5.94B +$113M 27 5.99% Increased
89
Aberdeen Group
Aberdeen Group
United Kingdom
$5.91B -$25.4M 17 13.44% Reduced
90
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.87B -$151M 5 24.77% Reduced
91
National Pension Service
National Pension Service
South Korea
$5.87B +$233M 13 12.28% Increased
92
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.81B +$1.27B 31 0.92% Increased
93
Harris Associates
Harris Associates
Illinois
$5.71B +$254M 6 9.75% Increased
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.57B -$104M 28 5.4% Reduced
95
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.36B +$1.2M 20 11.53% Increased
96
Bessemer Group
Bessemer Group
New Jersey
$5.29B -$281M 17 12.67% Reduced
97
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.22B +$32M 16 13.15% Increased
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.22B +$113M 12 10.66% Increased
99
Flossbach Von Storch
Flossbach Von Storch
Germany
$5.2B +$291M 6 18.31% Increased
100
Russell Investments Group
Russell Investments Group
United Kingdom
$5.14B -$164M 27 9.09% Reduced