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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
1
Vanguard Group
Vanguard Group
Pennsylvania
$46B +$45.9B 12 4.83% New
2
State Street
State Street
Massachusetts
$42.8B +$42.8B 12 5.58% New
3
Fidelity Investments
Fidelity Investments
Massachusetts
$31.9B +$31.3B 11 5.23% New
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$25.5B +$25.4B 12 5.14% New
5
Capital World Investors
Capital World Investors
California
$21.3B +$20.4B 5 6.89% New
6
Capital Research Global Investors
Capital Research Global Investors
California
$20.8B +$20.4B 6 8.85% New
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$19.4B +$18.8B 11 5.18% New
8
Bank of New York Mellon
Bank of New York Mellon
New York
$16.7B +$16.6B 11 5.27% New
9
Northern Trust
Northern Trust
Illinois
$14.1B +$14.1B 12 5.11% New
10
JP Morgan Chase
JP Morgan Chase
New York
$13.6B +$13.3B 12 4.33% New
11
Invesco
Invesco
Georgia
$13.1B +$12.9B 12 6.12% New
12
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$13B +$13.9B 1 14.17% New
13
Wellington Management Group
Wellington Management Group
Massachusetts
$11.7B +$11.6B 12 3.82% New
14
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$9.89B +$9.84B 12 3.63% New
15
Norges Bank
Norges Bank
Norway
$8.21B +$8.2B 11 5.1% New
16
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$7.36B +$7.34B 12 6% New
17
BlackRock Group
BlackRock Group
United Kingdom
$7.33B +$7.29B 12 5.56% New
18
Morgan Stanley
Morgan Stanley
New York
$7.28B +$7.13B 14 3.67% New
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.77B +$6.81B 8 17.62% New
20
Wells Fargo
Wells Fargo
California
$6.73B +$6.7B 14 3.48% New
21
Geode Capital Management
Geode Capital Management
Massachusetts
$6.63B +$6.61B 12 5.83% New
22
Goldman Sachs
Goldman Sachs
New York
$6.52B +$6.45B 13 2.51% New
23
Jennison Associates
Jennison Associates
New York
$6.19B +$6.12B 7 6.96% New
24
Primecap Management
Primecap Management
California
$5.97B +$5.81B 8 8.54% New
25
Franklin Resources
Franklin Resources
California
$5.72B +$5.61B 10 3.27% New