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
| $87.3B | +$4.58B | 17 | 5.87% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $59B | +$2.99B | 17 | 6.45% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $55.2B | +$4.34B | 16 | 7.43% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $41.5B | -$734M | 8 | 11.61% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $41.4B | +$799M | 15 | 8.71% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $37.9B | +$1.4B | 16 | 6.27% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $28.6B | -$1.11B | 10 | 9.79% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $21.3B | -$808M | 15 | 6.45% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $21.3B | -$334M | 13 | 5.58% | Reduced |
|
| 10 |
BlackRock Fund Advisors
San Francisco,
California
| $19.2B | +$1.94B | 15 | 4.43% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $18.7B | +$2.25B | 16 | 4.7% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $18.1B | +$744M | 16 | 6% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $17B | +$904M | 15 | 6.77% | Increased |
|
| 14 |
BlackRock Group
London,
United Kingdom
| $12.6B | +$730M | 16 | 6.92% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $12.4B | +$268M | 13 | 6.15% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $12.3B | +$1.1B | 18 | 2.92% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $12.1B | +$407M | 17 | 6.9% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $11.6B | -$627M | 6 | 20.23% | Reduced |
|
| 19 |
Dodge & Cox
San Francisco,
California
| $11.4B | +$2.69B | 8 | 11.23% | Increased |
|
| 20 |
Morgan Stanley
New York
| $11.3B | +$771M | 19 | 4.1% | Increased |
|
| 21 |
Berkshire Hathaway
Omaha,
Nebraska
| $11.2B | $0 | 1 | 8.46% | Maintained |
|
| 22 |
Primecap Management
Pasadena,
California
| $10.8B | +$1.02B | 9 | 11.03% | Increased |
|
| 23 |
Jennison Associates
New York
| $10.3B | +$1.25B | 6 | 10.08% | Increased |
|
| 24 |
Wells Fargo
San Francisco,
California
| $9.89B | +$86.1M | 18 | 3.9% | Increased |
|
| 25 |
TIAA CREF Investment Management
New York
| $9.88B | +$116M | 15 | 7.39% | Increased |
|