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 | |
|---|---|---|---|---|---|---|---|
| 26 |
Franklin Resources
San Mateo,
California
| $53B | +$2.77B | 32 | 11.48% | Increased |
|
| 27 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $52.4B | +$1.61B | 44 | 7.8% | Increased |
|
| 28 |
UBS Group
Zurich,
Switzerland
| $46.2B | +$2.12B | 52 | 5.88% | Increased |
|
| 29 |
Wells Fargo
San Francisco,
California
| $42B | +$1.1B | 46 | 6.81% | Increased |
|
| 30 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $42B | +$1.49B | 36 | 12.19% | Increased |
|
| 31 |
Ameriprise
Minneapolis,
Minnesota
| $39.2B | -$1.98B | 31 | 7.93% | Reduced |
|
| 32 |
Dimensional Fund Advisors
Austin,
Texas
| $38.5B | +$798M | 29 | 6.98% | Increased |
|
| 33 |
Berkshire Hathaway
Omaha,
Nebraska
| $37.8B | +$17.3B | 2 | 12.62% | Increased |
|
| 34 |
Fisher Asset Management
Camas,
Washington
| $35.7B | +$1.45B | 15 | 10.62% | Increased |
|
| 35 |
AllianceBernstein
Nashville,
Tennessee
| $33B | -$6.36B | 31 | 10.92% | Reduced |
|
| 36 |
Jennison Associates
New York
| $31.9B | -$1.8B | 13 | 19.14% | Reduced |
|
| 37 |
Arrowstreet Capital
Boston,
Massachusetts
| $31.5B | +$2.42B | 21 | 13.98% | Increased |
|
| 38 |
HSBC Holdings
London,
United Kingdom
| $30.9B | +$2.59B | 25 | 12.89% | Increased |
|
| 39 |
Massachusetts Financial Services
Boston,
Massachusetts
| $30.6B | +$2.19B | 13 | 9.67% | Increased |
|
| 40 |
SG Americas Securities
New York
| $29B | +$15.6B | 30 | 16.25% | Increased |
|
| 41 |
Jupiter Topco
New York
| $28.3B | +$29.3B | 27 | 11.54% | New |
|
| 42 |
Barclays
London,
United Kingdom
| $28B | -$4.15B | 43 | 5.38% | Reduced |
|
| 43 |
Swiss National Bank
Zurich,
Switzerland
| $27.2B | -$1.35B | 24 | 14.19% | Reduced |
|
| 44 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $26.6B | +$1.78B | 26 | 14.77% | Increased |
|
| 45 |
American Century Companies
Kansas City,
Missouri
| $23.9B | -$512M | 28 | 10.56% | Reduced |
|
| 46 |
Bank of Montreal
Toronto,
Ontario, Canada
| $23.9B | -$157M | 32 | 7.87% | Reduced |
|
| 47 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $23.8B | -$110M | 18 | 13.61% | Reduced |
|
| 48 |
Sanders Capital
West Palm Beach,
Florida
| $22.7B | +$933M | 3 | 22.75% | Increased |
|
| 49 |
Raymond James Financial
St Petersburg,
Florida
| $22.2B | +$219M | 34 | 6.01% | Increased |
|
| 50 |
Citigroup
New York
| $21.7B | +$2.75B | 42 | 7.18% | Increased |
|