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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.44B -$76.3M 33 4.77% Reduced
77
Bessemer Group
Bessemer Group
New Jersey
$5.4B -$79.2M 18 12.81% Reduced
78
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.3B -$490M 6 24.16% Reduced
79
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.29B +$314M 18 12.57% Increased
80
Silver Lake Group
Silver Lake Group
California
$5.25B $0 2 38.07% Maintained
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.25B -$103M 13 12.31% Reduced
82
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.16B -$47M 23 11.96% Reduced
83
Aberdeen Group
Aberdeen Group
United Kingdom
$5.04B +$127M 18 12.61% Increased
84
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.94B -$77.9M 23 10.7% Reduced
85
Macquarie Group
Macquarie Group
Australia
$4.91B -$288M 21 5.83% Reduced
86
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.9B +$168M 6 5.08% Increased
87
Citigroup
Citigroup
New York
$4.87B -$744M 35 3.41% Reduced
88
Parnassus Investments
Parnassus Investments
California
$4.85B -$458M 5 12.01% Reduced
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.72B +$35.8M 15 10.58% Increased
90
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.7B +$2.25B 27 2.26% Increased
91
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.69B +$177M 21 11.8% Increased
92
Victory Capital Management
Victory Capital Management
Texas
$4.66B -$35.6M 29 5.24% Reduced
93
APG Asset Management
APG Asset Management
Netherlands
$4.66B -$356M 16 9.88% Reduced
94
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4.62B -$188M 11 13.8% Reduced
95
Stifel Financial
Stifel Financial
Missouri
$4.6B -$79.4M 25 6.6% Reduced
96
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.51B -$9.64M 24 10.5% Reduced
97
Canada Life
Canada Life
Manitoba, Canada
$4.5B -$26.3M 25 11.17% Reduced
98
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.49B +$242M 37 0.95% Increased
99
Russell Investments Group
Russell Investments Group
United Kingdom
$4.47B +$79M 28 8.78% Increased
100
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.44B +$33.6M 29 9.31% Increased