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 | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $786B | +$18.1B | 48 | 11.68% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $633B | +$6.54B | 39 | 13.53% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $408B | +$13.6B | 43 | 12.06% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $312B | +$11B | 44 | 13.56% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $242B | +$1.81B | 44 | 12.92% | Increased |
|
| 6 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $193B | +$1.02B | 32 | 8.71% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $190B | +$13.2B | 44 | 10.53% | Increased |
|
| 8 |
Morgan Stanley
New York
| $179B | +$1.86B | 50 | 9.44% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $139B | +$145B | 20 | 13.88% | New |
|
| 10 |
Invesco
Atlanta,
Georgia
| $137B | +$4.85B | 37 | 10.81% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $123B | -$10.6B | 34 | 12.34% | Reduced |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| $109B | +$5.45B | 7 | 15.24% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $104B | -$306M | 39 | 12.05% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $103B | +$5.84B | 42 | 6.61% | Increased |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $95.3B | +$6.13B | 18 | 11.26% | Increased |
|
| 16 |
Goldman Sachs
New York
| $88.2B | +$5.64B | 42 | 7.66% | Increased |
|
| 17 |
UBS AM
Chicago,
Illinois
| $75.6B | -$1.54B | 31 | 13.75% | Reduced |
|
| 18 |
Charles Schwab
San Francisco,
California
| $67.8B | +$72.6M | 34 | 9.02% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $67.4B | +$1.07B | 34 | 11.05% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $61.7B | -$1.64B | 34 | 12.87% | Reduced |
|
| 21 |
Wellington Management Group
Boston,
Massachusetts
| $59B | -$2.35B | 26 | 10.16% | Reduced |
|
| 22 |
Amundi
Paris,
France
| $57.4B | +$2.95B | 23 | 13.8% | Increased |
|
| 23 |
Capital International Investors
Los Angeles,
California
| $57.2B | -$1.8B | 8 | 11.83% | Reduced |
|
| 24 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $56.1B | +$74.4M | 39 | 12.34% | Increased |
|
| 25 |
Nuveen
Charlotte,
North Carolina
| $54.3B | -$2.29B | 36 | 12.94% | Reduced |
|