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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
$61.8B +$1.69B 12 4.82% Increased
2
State Street
State Street
Massachusetts
$50.8B +$1.39B 12 5.46% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$46.5B +$372M 13 6.3% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$31B +$319M 13 5.2% Increased
5
Capital World Investors
Capital World Investors
California
$29.7B -$587M 5 8.36% Reduced
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.4B +$1.38B 12 5.54% Increased
7
Bank of New York Mellon
Bank of New York Mellon
New York
$20.2B -$371M 14 5.49% Reduced
8
Capital Research Global Investors
Capital Research Global Investors
California
$19.1B -$292M 8 6.62% Reduced
9
JP Morgan Chase
JP Morgan Chase
New York
$16.4B +$254M 14 3.89% Increased
10
Northern Trust
Northern Trust
Illinois
$16.2B -$303M 13 5.09% Reduced
11
Wellington Management Group
Wellington Management Group
Massachusetts
$14.6B +$1.23B 12 4.02% Increased
12
Invesco
Invesco
Georgia
$14.3B -$222M 13 5.69% Reduced
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$13.5B +$623M 12 3.81% Increased
14
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$13.4B +$57.9M 1 12.34% Increased
15
BlackRock Group
BlackRock Group
United Kingdom
$9.43B -$71.5M 12 5.47% Reduced
16
Norges Bank
Norges Bank
Norway
$9.18B -$8.99B 12 4.97% Reduced
17
Morgan Stanley
Morgan Stanley
New York
$8.95B +$1.07B 16 3.44% Increased
18
Geode Capital Management
Geode Capital Management
Massachusetts
$8.79B +$136M 12 5.69% Increased
19
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$8.49B +$163M 13 6.04% Increased
20
Wells Fargo
Wells Fargo
California
$8.37B +$306M 14 3.51% Increased
21
Ameriprise
Ameriprise
Minnesota
$7.68B +$266M 16 4.62% Increased
22
Dodge & Cox
Dodge & Cox
California
$7.55B +$89.6M 5 7.22% Increased
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.48B +$882M 8 19.82% Increased
24
Primecap Management
Primecap Management
California
$7.31B +$234M 7 7.82% Increased
25
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$7.16B +$908M 7 15.69% Increased