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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
Lazard Asset Management
Lazard Asset Management
New York
$9.13B -$1.49B 27 13.35% Reduced
77
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.64B -$171M 28 9.16% Reduced
78
Bessemer Group
Bessemer Group
New Jersey
$8.51B -$76M 23 13.88% Reduced
79
Russell Investments Group
Russell Investments Group
United Kingdom
$8.39B +$463M 29 11.59% Increased
80
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$8.36B $0 20 15.45% Maintained
81
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8.33B -$119M 31 5.57% Reduced
82
TD Asset Management
TD Asset Management
Ontario, Canada
$8.19B -$101M 16 7.25% Reduced
83
Allianz Asset Management
Allianz Asset Management
Germany
$8.17B +$567M 20 10.91% Increased
84
Canada Life
Canada Life
Manitoba, Canada
$8.09B +$164M 21 13.95% Increased
85
Pictet Asset Management
Pictet Asset Management
Switzerland
$8B +$1.02B 23 8.64% Increased
86
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$7.95B -$44.9M 23 14.41% Reduced
87
Aberdeen Group
Aberdeen Group
United Kingdom
$7.92B +$66.5M 16 14.86% Increased
88
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.8B +$7.55B 16 15.43% New
89
Prudential Financial
Prudential Financial
New Jersey
$7.76B -$591M 21 10.64% Reduced
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$7.67B +$38.7M 22 14.59% Increased
91
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$7.62B -$370M 21 13.54% Reduced
92
Stifel Financial
Stifel Financial
Missouri
$7.56B +$11.2M 23 7.88% Increased
93
First Trust Advisors
First Trust Advisors
Illinois
$7.56B +$762M 22 6.66% Increased
94
Parnassus Investments
Parnassus Investments
California
$7.54B -$933M 5 16.74% Reduced
95
Winslow Capital Management
Winslow Capital Management
Minnesota
$7.52B +$212M 6 26.7% Increased
96
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.51B $0 4 6.84% Maintained
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.41B -$156M 13 12.96% Reduced
98
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.29B +$128M 17 13.83% Increased
99
Macquarie Group
Macquarie Group
Australia
$7.24B -$959M 18 8.79% Reduced
100
GQG Partners
GQG Partners
Florida
$7.18B +$3.57B 7 10.66% Increased