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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
$7.78B +$9.11M 30 5.41% Increased
77
Bessemer Group
Bessemer Group
New Jersey
$7.72B -$400M 22 13.94% Reduced
78
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$7.64B +$193M 23 13.95% Increased
79
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.64B +$674M 21 18.08% Increased
80
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$7.41B +$205M 20 13.81% Increased
81
TCI Fund Management
TCI Fund Management
United Kingdom
$7.19B +$108M 3 18.13% Increased
82
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.03B -$194M 28 13.77% Reduced
83
Russell Investments Group
Russell Investments Group
United Kingdom
$6.98B +$275M 28 11.01% Increased
84
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$6.93B $0 5 6.23% Maintained
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.92B -$186M 13 14.44% Reduced
86
APG Asset Management
APG Asset Management
Netherlands
$6.9B +$94.4M 16 12.08% Increased
87
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.89B +$67.7M 10 13.01% Increased
88
Macquarie Group
Macquarie Group
Australia
$6.88B -$36.5M 23 7.81% Reduced
89
National Bank of Canada
National Bank of Canada
Quebec, Canada
$6.81B +$646M 29 10.42% Increased
90
Aberdeen Group
Aberdeen Group
United Kingdom
$6.78B +$188M 14 13.29% Increased
91
Stifel Financial
Stifel Financial
Missouri
$6.74B +$11.6M 23 7.68% Increased
92
Marshall Wace
Marshall Wace
United Kingdom
$6.6B +$769M 23 10.05% Increased
93
Pictet Asset Management
Pictet Asset Management
Switzerland
$6.59B -$249M 23 7.17% Reduced
94
Canada Life
Canada Life
Manitoba, Canada
$6.58B +$125M 21 13.26% Increased
95
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.52B +$189M 14 16.26% Increased
96
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.49B -$325M 4 24.46% Reduced
97
LPL Financial
LPL Financial
California
$6.48B +$292M 27 3.48% Increased
98
First Trust Advisors
First Trust Advisors
Illinois
$6.28B -$58.8M 24 6.37% Reduced
99
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.25B +$1.84B 24 5.49% Increased
100
Allianz Asset Management
Allianz Asset Management
Germany
$6.14B -$246M 21 9.47% Reduced