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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
101
Prudential plc
Prudential plc
United Kingdom
$1.23B +$162M 5 6.27% Increased
102
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.22B -$188M 10 2.97% Reduced
103
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.22B +$27.1M 7 4.95% Increased
104
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.19B +$296M 11 1.9% Increased
105
APG Asset Management
APG Asset Management
Netherlands
$1.19B -$206M 9 3.75% Reduced
106
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$1.19B -$30M 9 5.7% Reduced
107
Fidelity International
Fidelity International
Bermuda
$1.18B -$128M 8 5.63% Reduced
108
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.17B +$179M 3 5.4% Increased
109
First Pacific Advisors
First Pacific Advisors
California
$1.17B +$178M 3 12.1% Increased
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.17B -$10.5M 9 4.82% Reduced
111
Swiss National Bank
Swiss National Bank
Switzerland
$1.16B +$22.9M 11 4.85% Increased
112
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.16B -$179M 11 5.68% Reduced
113
Putnam Investments
Putnam Investments
Massachusetts
$1.15B +$35.2M 10 3.06% Increased
114
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.13B -$39.4M 10 1.76% Reduced
115
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.13B +$79.4M 7 3.64% Increased
116
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.11B +$80.8M 9 5.55% Increased
117
USAA
United Services Automobile Association
Texas
$1.11B -$12.5M 10 4.74% Reduced
118
TD Asset Management
TD Asset Management
Ontario, Canada
$1.1B -$91.2M 9 2.18% Reduced
119
Fred Alger Management
Fred Alger Management
New York
$1.09B -$124M 8 6.08% Reduced
120
Credit Agricole
Credit Agricole
France
$1.08B +$1.08B 11 4.74% New
121
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.08B +$47.1M 8 3.04% Increased
122
STRS Ohio
STRS Ohio
Ohio
$1.07B -$147M 10 4.73% Reduced
123
Janus Henderson Group
Janus Henderson Group
$1.05B -$119M 9 11.6% Reduced
124
HCM
Highfields Capital Management
Massachusetts
$1.04B +$761M 1 8.23% Increased
125
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$1.04B +$11.6M 4 14.91% Increased