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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
Prudential Financial
Prudential Financial
New Jersey
$8.49B -$905M 22 12.75% Reduced
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8.34B -$170M 31 5.55% Reduced
78
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$8.3B +$17M 20 14.94% Increased
79
Bessemer Group
Bessemer Group
New Jersey
$8.29B -$160M 21 14.61% Reduced
80
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$7.93B -$397M 22 14.49% Reduced
81
National Bank of Canada
National Bank of Canada
Quebec, Canada
$7.92B +$514M 30 10.8% Increased
82
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.84B -$82.5M 29 14.71% Reduced
83
Aberdeen Group
Aberdeen Group
United Kingdom
$7.84B +$408M 15 15.03% Increased
84
Marshall Wace
Marshall Wace
United Kingdom
$7.83B +$614M 19 10.45% Increased
85
Macquarie Group
Macquarie Group
Australia
$7.69B +$67.9M 19 8.82% Increased
86
LPL Financial
LPL Financial
California
$7.65B +$568M 27 3.81% Increased
87
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.64B $0 5 6.9% Maintained
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$7.56B -$831M 22 14.89% Reduced
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.37B -$172M 12 13.65% Reduced
90
Russell Investments Group
Russell Investments Group
United Kingdom
$7.34B -$300M 29 11.83% Reduced
91
Stifel Financial
Stifel Financial
Missouri
$7.32B -$17.2M 21 8.24% Reduced
92
Canada Life
Canada Life
Manitoba, Canada
$7.3B +$112M 21 13.75% Increased
93
Allianz Asset Management
Allianz Asset Management
Germany
$7.3B +$490M 22 10.81% Increased
94
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$7.27B -$305M 15 15.33% Reduced
95
APG Asset Management
APG Asset Management
Netherlands
$7.22B -$377M 14 12.88% Reduced
96
Winslow Capital Management
Winslow Capital Management
Minnesota
$7.11B -$12.6M 4 25.63% Reduced
97
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$6.95B +$239M 18 14.96% Increased
98
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.77B -$356M 14 17.28% Reduced
99
Pictet Asset Management
Pictet Asset Management
Switzerland
$6.73B -$507M 23 7.71% Reduced
100
KBC Group
KBC Group
Belgium
$6.58B +$973M 20 19.88% Increased