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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
Fidelity International
Fidelity International
Bermuda
$11.3B +$892M 17 8.8% Increased
77
Aberdeen Group
Aberdeen Group
United Kingdom
$10.6B +$290M 17 17.19% Increased
78
ClearBridge Investments
ClearBridge Investments
New York
$10.6B -$981M 11 9.26% Reduced
79
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$10.4B -$395M 26 12.08% Reduced
80
Russell Investments Group
Russell Investments Group
United Kingdom
$10.3B +$665M 33 11.03% Increased
81
VOYA Investment Management
VOYA Investment Management
Georgia
$10.2B -$1.09B 29 10.6% Reduced
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$10.1B +$45.6M 29 14.17% Increased
83
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.54B +$62.9M 20 15.76% Increased
84
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$9.46B +$10.3B 23 12.71% New
85
Pictet Asset Management
Pictet Asset Management
Switzerland
$9.39B -$78.4M 25 9.9% Reduced
86
TD Asset Management
TD Asset Management
Ontario, Canada
$8.96B -$109M 17 7.27% Reduced
87
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$8.9B +$5.12M 32 5.14% Increased
88
SEI Investments
SEI Investments
Pennsylvania
$8.77B +$693M 30 8.09% Increased
89
Allianz Asset Management
Allianz Asset Management
Germany
$8.53B +$158M 21 8.94% Increased
90
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8.51B -$433M 19 12.12% Reduced
91
First Trust Advisors
First Trust Advisors
Illinois
$8.45B +$241M 24 6.04% Increased
92
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$8.22B +$71.8M 22 15.31% Increased
93
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.17B -$152M 21 14.06% Reduced
94
D.E. Shaw & Co
D.E. Shaw & Co
New York
$8.11B +$1.32B 28 4.88% Increased
95
Bessemer Group
Bessemer Group
New Jersey
$8.1B -$69.2M 23 12.74% Reduced
96
Brown Advisory
Brown Advisory
Maryland
$8.09B -$1.02B 16 13.3% Reduced
97
Aviva
Aviva
United Kingdom
$8.06B +$116M 15 13.52% Increased
98
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.88B $0 4 6.22% Maintained
99
Stifel Financial
Stifel Financial
Missouri
$7.82B -$206M 25 7.19% Reduced
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.59B -$13.6M 10 11.71% Reduced