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
| $102B | +$2.3B | 21 | 5.99% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $66.8B | +$2.65B | 19 | 6.73% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $58.3B | +$974M | 18 | 7.76% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $46.6B | +$734M | 16 | 9.36% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $44.8B | +$327M | 8 | 11.65% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $43.4B | +$699M | 20 | 6.75% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $28.7B | +$739M | 8 | 9.48% | Increased |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $22.9B | +$998M | 19 | 4.69% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $22.6B | +$421M | 19 | 6.72% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $20.1B | +$66.8M | 20 | 6.26% | Increased |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $19.8B | -$1.13B | 16 | 4.97% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $19B | -$691M | 20 | 4.67% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $17.3B | +$617M | 14 | 5.93% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $14.9B | +$790M | 22 | 3.27% | Increased |
|
| 15 |
BlackRock Group
London,
United Kingdom
| $14.9B | +$127M | 19 | 7.48% | Increased |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $14.3B | +$515M | 20 | 7.19% | Increased |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $14.2B | -$67.4M | 6 | 22.27% | Reduced |
|
| 18 |
Morgan Stanley
New York
| $14.1B | +$822M | 22 | 4.82% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $14B | +$287M | 14 | 6.62% | Increased |
|
| 20 |
Berkshire Hathaway
Omaha,
Nebraska
| $12.9B | $0 | 1 | 10.02% | Maintained |
|
| 21 |
Jennison Associates
New York
| $12.3B | +$737M | 7 | 13.26% | Increased |
|
| 22 |
Primecap Management
Pasadena,
California
| $12.2B | -$312M | 10 | 12.14% | Reduced |
|
| 23 |
Dodge & Cox
San Francisco,
California
| $12.2B | -$666M | 8 | 11.42% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $12.1B | +$1.19B | 20 | 4.45% | Increased |
|
| 25 |
TIAA CREF Investment Management
New York
| $11B | +$108M | 18 | 6.86% | Increased |
|