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
| $66.1B | +$219M | 13 | 4.47% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $46.3B | -$2.6B | 13 | 4.95% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $38.5B | -$1.07B | 13 | 4.94% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $30.2B | +$820M | 5 | 8.18% | Increased |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $29.5B | -$890M | 13 | 4.75% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $29.5B | +$3.73B | 12 | 6.06% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $23.5B | +$4.5B | 8 | 7.71% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $18.4B | -$551M | 12 | 5.06% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $15.8B | +$113M | 9 | 4.08% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $15.7B | +$102M | 13 | 4.72% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $15.5B | +$131M | 13 | 3.65% | Increased |
|
| 12 |
BlackRock Fund Advisors
San Francisco,
California
| $14B | +$58.3M | 11 | 3.36% | Increased |
|
| 13 |
Berkshire Hathaway
Omaha,
Nebraska
| $12.9B | $0 | 1 | 11.81% | Maintained |
|
| 14 |
Invesco
Atlanta,
Georgia
| $12.2B | -$128M | 13 | 4.79% | Reduced |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $9.76B | +$482M | 6 | 17.55% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $9.72B | +$5.84M | 11 | 4.86% | Increased |
|
| 17 |
BlackRock Group
London,
United Kingdom
| $9.45B | +$38.5M | 12 | 5.14% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $9.3B | +$32.6M | 12 | 5.31% | Increased |
|
| 19 |
Morgan Stanley
New York
| $8.41B | -$154M | 16 | 2.92% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $8.09B | -$254M | 14 | 3.12% | Reduced |
|
| 21 |
Primecap Management
Pasadena,
California
| $8.08B | +$645M | 7 | 7.95% | Increased |
|
| 22 |
TIAA CREF Investment Management
New York
| $7.71B | -$111M | 13 | 5.47% | Reduced |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $7.51B | -$167M | 13 | 4.28% | Reduced |
|
| 24 |
Dodge & Cox
San Francisco,
California
| $7.14B | -$39M | 5 | 6.44% | Reduced |
|
| 25 |
Goldman Sachs
New York
| $7.11B | +$273M | 15 | 2.2% | Increased |
|