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
Malvern,
Pennsylvania
| $64.2B | +$3.6B | 13 | 4.36% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $47.5B | -$2.22B | 13 | 4.88% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $39B | -$2.25B | 13 | 4.97% | Reduced |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| $29.6B | +$86.8M | 14 | 4.6% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $26.7B | -$3.34B | 5 | 7.19% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $24.8B | -$82.9M | 12 | 5.12% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $18.5B | -$3.96B | 8 | 6.34% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $18.5B | -$853M | 13 | 4.81% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $15.2B | +$1.32B | 11 | 3.9% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $15.2B | -$178M | 13 | 4.56% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $15B | +$798M | 14 | 3.42% | Increased |
|
| 12 |
BlackRock Fund Advisors
San Francisco,
California
| $13.6B | -$388M | 12 | 3.25% | Reduced |
|
| 13 |
Berkshire Hathaway
Omaha,
Nebraska
| $12.8B | +$411M | 1 | 11.92% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $12B | -$372M | 13 | 4.63% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $9.51B | +$457M | 11 | 4.66% | Increased |
|
| 16 |
BlackRock Group
London,
United Kingdom
| $9.2B | -$318M | 12 | 4.96% | Reduced |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $9.01B | +$313M | 12 | 5.15% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $8.76B | +$861M | 6 | 16.57% | Increased |
|
| 19 |
Morgan Stanley
New York
| $8.24B | -$528M | 16 | 3.03% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $8.17B | +$48.3M | 14 | 3.18% | Increased |
|
| 21 |
TIAA CREF Investment Management
New York
| $7.63B | -$51.1M | 13 | 5.32% | Reduced |
|
| 22 |
Primecap Management
Pasadena,
California
| $7.49B | +$677M | 7 | 7.32% | Increased |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $7.46B | +$160M | 12 | 4.28% | Increased |
|
| 24 |
Dodge & Cox
San Francisco,
California
| $7.12B | +$148M | 5 | 6.56% | Increased |
|
| 25 |
Goldman Sachs
New York
| $6.64B | +$170M | 15 | 2.14% | Increased |
|