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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
$8.9B -$494M 11 12.71% Reduced
77
Swedbank
Swedbank
Sweden
$8.84B -$103M 17 14.77% Reduced
78
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$8.64B -$1.3B 23 9.18% Reduced
79
Iconiq Capital
Iconiq Capital
California
$8.53B -$1.6B 7 50.94% Reduced
80
ProShare Advisors
ProShare Advisors
Maryland
$8.08B +$2.21B 26 15.85% Increased
81
Sanders Capital
Sanders Capital
Florida
$8.05B +$10.6M 2 16.43% Increased
82
Raymond James & Associates
Raymond James & Associates
Florida
$8.02B +$104M 30 6.47% Increased
83
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$7.84B -$193M 4 34.1% Reduced
84
National Pension Service
National Pension Service
South Korea
$7.75B +$72.7M 14 13.53% Increased
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$7.43B -$16.7M 24 13.34% Reduced
86
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.22B +$55.4M 34 5.97% Increased
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$7.15B -$63.5M 13 13.86% Reduced
88
Bessemer Group
Bessemer Group
New Jersey
$7.01B +$225M 20 14.04% Increased
89
Fundsmith LLP
Fundsmith LLP
United Kingdom
$7.01B +$1.72B 3 17.09% Increased
90
Tiger Global Management
Tiger Global Management
New York
$6.82B -$1.92B 10 14.85% Reduced
91
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.78B +$51.8M 23 12.95% Increased
92
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.77B -$29.8M 5 25.08% Reduced
93
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$6.73B +$44.5M 16 13.96% Increased
94
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$6.51B -$1.51B 4 61.86% Reduced
95
Harris Associates
Harris Associates
Illinois
$6.5B -$997M 6 10.12% Reduced
96
VOYA Investment Management
VOYA Investment Management
Georgia
$6.48B +$864M 26 12.42% Increased
97
Flossbach Von Storch
Flossbach Von Storch
Germany
$6.41B -$224M 6 17.28% Reduced
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.36B -$165M 11 11.45% Reduced
99
Canada Life
Canada Life
Manitoba, Canada
$6.19B +$192M 26 12.79% Increased
100
Aberdeen Group
Aberdeen Group
United Kingdom
$6.16B -$271M 19 13.52% Reduced