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
| $104B | +$2.25B | 21 | 5.82% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $68.4B | +$1.7B | 20 | 6.43% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $54.6B | -$2.08B | 18 | 7.3% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $46.3B | +$1.52B | 16 | 9.18% | Increased |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $43.9B | +$733M | 20 | 6.5% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $43.3B | -$1.24B | 8 | 10.89% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $27.3B | +$290M | 9 | 8.86% | Increased |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $24.2B | +$1.53B | 19 | 4.46% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $22.4B | -$275M | 21 | 6.45% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $19.6B | -$352M | 21 | 6.02% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $18.5B | -$256M | 21 | 4.44% | Reduced |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $18.1B | -$1.67B | 16 | 4.55% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $17.6B | +$514M | 16 | 5.9% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $16B | +$1.11B | 23 | 3.46% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $15B | +$708M | 22 | 6.97% | Increased |
|
| 16 |
BlackRock Group
London,
United Kingdom
| $15B | +$372M | 19 | 7.13% | Increased |
|
| 17 |
Norges Bank
Oslo,
Norway
| $14.9B | +$184M | 15 | 6.49% | Increased |
|
| 18 |
Morgan Stanley
New York
| $14.7B | +$855M | 23 | 4.83% | Increased |
|
| 19 |
Berkshire Hathaway
Omaha,
Nebraska
| $13.5B | $0 | 1 | 9.11% | Maintained |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $12.8B | +$95.8M | 6 | 21.03% | Increased |
|
| 21 |
Primecap Management
Pasadena,
California
| $11.9B | -$158M | 9 | 11.72% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $11.9B | +$1.32B | 21 | 3.36% | Increased |
|
| 23 |
Dodge & Cox
San Francisco,
California
| $11.7B | -$742M | 8 | 10.41% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $11.5B | -$578M | 20 | 4.06% | Reduced |
|
| 25 |
Jennison Associates
New York
| $11.3B | -$269M | 8 | 12.66% | Reduced |
|