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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
$57.4B +$1.07B 12 4.83% Increased
2
State Street
State Street
Massachusetts
$47.4B -$3.69B 12 5.39% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$44.5B +$1.08B 11 6.18% Increased
4
Capital World Investors
Capital World Investors
California
$30.9B +$1.34B 5 8.8% Increased
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$30B +$325M 12 5.17% Increased
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.6B +$539M 11 5.3% Increased
7
Capital Research Global Investors
Capital Research Global Investors
California
$22.9B -$523M 7 8.29% Reduced
8
Bank of New York Mellon
Bank of New York Mellon
New York
$20.5B -$53.9M 12 5.57% Reduced
9
Northern Trust
Northern Trust
Illinois
$16B -$180M 12 5.03% Reduced
10
JP Morgan Chase
JP Morgan Chase
New York
$15.3B -$293M 11 4.22% Reduced
11
Invesco
Invesco
Georgia
$14.2B -$805M 13 5.77% Reduced
12
Wellington Management Group
Wellington Management Group
Massachusetts
$13.8B +$580M 12 3.84% Increased
13
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$13.2B +$42.9M 1 12.44% Increased
14
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$12.4B +$217M 11 3.68% Increased
15
BlackRock Group
BlackRock Group
United Kingdom
$8.92B +$90.9M 11 5.59% Increased
16
Norges Bank
Norges Bank
Norway
$8.9B -$145M 11 5.02% Reduced
17
Geode Capital Management
Geode Capital Management
Massachusetts
$8.44B +$18.9M 12 5.66% Increased
18
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$8.32B -$235M 12 5.99% Reduced
19
Wells Fargo
Wells Fargo
California
$8.28B +$59.8M 14 3.52% Increased
20
Morgan Stanley
Morgan Stanley
New York
$7.78B -$927M 14 3.26% Reduced
21
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$7.51B +$86.5M 7 4.1% Increased
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.13B -$514M 6 18.58% Reduced
23
Ameriprise
Ameriprise
Minnesota
$7.02B -$60.4M 12 4.21% Reduced
24
Goldman Sachs
Goldman Sachs
New York
$6.99B -$613M 14 2.28% Reduced
25
Primecap Management
Primecap Management
California
$6.62B -$190M 7 7.49% Reduced