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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
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.88B -$128M 6 23.12% Reduced
77
Citigroup
Citigroup
New York
$4.82B +$198M 34 3.83% Increased
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.67B -$74.3M 37 4.49% Reduced
79
APG Asset Management
APG Asset Management
Netherlands
$4.62B +$1.55B 16 8.77% Increased
80
Bessemer Group
Bessemer Group
New Jersey
$4.61B +$144M 21 11.22% Increased
81
Parnassus Investments
Parnassus Investments
California
$4.54B -$34.1M 4 11.28% Reduced
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.52B -$57.1M 13 11.1% Reduced
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.4B -$59.7M 24 10.78% Reduced
84
Macquarie Group
Macquarie Group
Australia
$4.39B -$405M 22 5.19% Reduced
85
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.23B -$16.4M 22 9.53% Reduced
86
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$4.19B +$484M 18 11.41% Increased
87
Aberdeen Group
Aberdeen Group
United Kingdom
$4.12B +$35.4M 18 11.22% Increased
88
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.08B -$260M 11 12.68% Reduced
89
Victory Capital Management
Victory Capital Management
Texas
$4.07B +$66.2M 29 4.69% Increased
90
Stifel Financial
Stifel Financial
Missouri
$3.98B -$51M 25 5.98% Reduced
91
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.96B -$20.3M 13 9.46% Reduced
92
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.95B $0 6 4.14% Maintained
93
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.91B +$1.08B 17 14.11% Increased
94
Canada Life
Canada Life
Manitoba, Canada
$3.87B -$53.2M 26 10.18% Reduced
95
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.87B +$435M 21 10.23% Increased
96
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.8B +$22M 28 1.97% Increased
97
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.77B +$376M 24 9.82% Increased
98
Russell Investments Group
Russell Investments Group
United Kingdom
$3.73B -$127M 29 7.67% Reduced
99
First Trust Advisors
First Trust Advisors
Illinois
$3.71B -$170M 26 4.41% Reduced
100
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.68B +$687M 30 4.07% Increased