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
| $70B | +$1.17B | 13 | 5.06% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $47.6B | -$470M | 13 | 5.54% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $41.6B | +$73.8M | 13 | 5.92% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $33.3B | +$927M | 6 | 9.78% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $32.7B | +$631M | 12 | 7.27% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $30.8B | -$55.9M | 14 | 5.38% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $25B | -$96.4M | 8 | 8.94% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $18.9B | -$210M | 12 | 5.78% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $17.8B | +$1.32B | 10 | 4.96% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $14.7B | -$1.61B | 13 | 4.9% | Reduced |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $14.6B | -$6.35M | 11 | 3.78% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $13.3B | -$3.34B | 13 | 3.55% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $13.3B | +$261M | 13 | 5.63% | Increased |
|
| 14 |
Berkshire Hathaway
Omaha,
Nebraska
| $11.7B | +$227M | 1 | 9.22% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $10.3B | +$284M | 11 | 5.4% | Increased |
|
| 16 |
BlackRock Group
London,
United Kingdom
| $9.96B | +$142M | 12 | 5.83% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $9.85B | +$126M | 12 | 5.98% | Increased |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $9.53B | +$3.6B | 16 | 2.37% | Increased |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $9.32B | -$703M | 7 | 18.24% | Reduced |
|
| 20 |
Morgan Stanley
New York
| $8.61B | -$221M | 16 | 3.18% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $8.36B | -$32.3M | 14 | 3.5% | Reduced |
|
| 22 |
Primecap Management
Pasadena,
California
| $8.21B | -$541K | 8 | 9.11% | Reduced |
|
| 23 |
TIAA CREF Investment Management
New York
| $8.16B | -$32.3M | 13 | 6.4% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $7.47B | +$187M | 14 | 2.52% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $7.44B | -$277M | 12 | 4.61% | Reduced |
|