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
| $118B | +$3.84B | 21 | 6.06% | Increased |
|
| 2 |
BlackRock
New York
| $110B | +$103B | 20 | 6.03% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $75.4B | +$558M | 20 | 6.72% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $59.2B | -$911M | 18 | 7.52% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $50.4B | -$1.26B | 17 | 9.44% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $48.1B | +$324M | 8 | 11.49% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $30.9B | -$127M | 8 | 9.75% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $24.5B | +$86.4M | 21 | 6.79% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $21.7B | +$181M | 21 | 6.26% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $20.4B | +$115M | 20 | 4.67% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $19.6B | +$164M | 18 | 6.42% | Increased |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $17.9B | -$1.79B | 18 | 4.31% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $17.7B | +$1.29B | 22 | 7.26% | Increased |
|
| 14 |
Morgan Stanley
New York
| $16.9B | +$629M | 23 | 5.19% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $16.8B | +$585M | 13 | 6.91% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $16.8B | -$659M | 23 | 3.35% | Reduced |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $14.7B | -$326M | 6 | 21.33% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $14.3B | +$1.13B | 21 | 3.89% | Increased |
|
| 19 |
Primecap Management
Pasadena,
California
| $13.2B | +$122M | 9 | 12.02% | Increased |
|
| 20 |
Wells Fargo
San Francisco,
California
| $13B | +$415M | 20 | 4.21% | Increased |
|
| 21 |
Dodge & Cox
San Francisco,
California
| $12.3B | -$186M | 8 | 10.42% | Reduced |
|
| 22 |
Jennison Associates
New York
| $12B | -$797M | 6 | 12.85% | Reduced |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $11.4B | -$151M | 18 | 5.9% | Reduced |
|
| 24 |
TIAA CREF Investment Management
New York
| $11.4B | -$178M | 18 | 8.18% | Reduced |
|
| 25 |
Berkshire Hathaway
Omaha,
Nebraska
| $11.2B | -$2.92B | 1 | 6.95% | Reduced |
|