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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
Macquarie Group
Macquarie Group
Australia
$8.34B +$829M 17 9% Increased
77
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.28B +$816M 27 9.48% Increased
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8.06B -$43.3M 31 5.15% Reduced
79
Bessemer Group
Bessemer Group
New Jersey
$7.98B +$2.63M 23 13.15% Increased
80
Parnassus Investments
Parnassus Investments
California
$7.88B +$1.49B 5 16.72% Increased
81
LPL Financial
LPL Financial
California
$7.87B +$446M 29 3.51% Increased
82
TD Asset Management
TD Asset Management
Ontario, Canada
$7.85B -$288M 16 6.93% Reduced
83
Prudential Financial
Prudential Financial
New Jersey
$7.81B -$358M 22 11.01% Reduced
84
Marshall Wace
Marshall Wace
United Kingdom
$7.72B +$161M 19 9.41% Increased
85
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$7.69B -$64.1M 20 14.26% Reduced
86
Canada Life
Canada Life
Manitoba, Canada
$7.47B +$335M 21 13.03% Increased
87
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$7.46B -$153M 21 13.12% Reduced
88
Russell Investments Group
Russell Investments Group
United Kingdom
$7.45B +$345M 29 10.79% Increased
89
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.31B +$82M 25 13.09% Increased
90
Aberdeen Group
Aberdeen Group
United Kingdom
$7.26B -$255M 15 13.31% Reduced
91
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.23B -$605K 4 6.28% Reduced
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$7.13B -$153M 22 13.6% Reduced
93
Stifel Financial
Stifel Financial
Missouri
$7.12B -$17.3M 22 7.47% Reduced
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.08B -$25M 13 12.51% Reduced
95
Allianz Asset Management
Allianz Asset Management
Germany
$7.06B +$83M 21 9.88% Increased
96
Winslow Capital Management
Winslow Capital Management
Minnesota
$6.82B +$11.9M 5 24.51% Increased
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$6.73B -$264M 15 13.89% Reduced
98
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$6.64B -$39.2M 18 13.19% Reduced
99
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.39B -$86.8M 15 15.72% Reduced
100
Pictet Asset Management
Pictet Asset Management
Switzerland
$6.37B -$71.8M 23 7.01% Reduced