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
| $130B | +$5.16B | 21 | 6.39% | Increased |
|
| 2 |
BlackRock
New York
| $121B | +$3.66B | 22 | 6.44% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $78.2B | -$1.49B | 21 | 6.91% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $66.9B | +$2.3B | 19 | 8.32% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $54B | -$1.52B | 17 | 9.71% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $50.9B | -$940M | 8 | 11.95% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $36.9B | +$2.63B | 8 | 11.54% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $25B | -$1.02B | 21 | 7.04% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $23.5B | +$352M | 21 | 6.58% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $21.3B | -$883M | 21 | 4.87% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $20.8B | -$331M | 19 | 6.47% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $19.2B | +$475M | 22 | 7.56% | Increased |
|
| 13 |
Morgan Stanley
New York
| $18.6B | +$418M | 23 | 5.6% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $18.3B | -$1.15B | 15 | 4.31% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $17.9B | +$21.8M | 14 | 7.09% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $17.5B | -$268M | 24 | 3.48% | Reduced |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $16.6B | -$514M | 6 | 22.39% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $15.6B | -$103M | 22 | 4.05% | Reduced |
|
| 19 |
Primecap Management
Pasadena,
California
| $13.9B | -$365M | 11 | 11.9% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $13.1B | -$661M | 21 | 4.19% | Reduced |
|
| 21 |
Jennison Associates
New York
| $12.5B | -$933M | 7 | 13.27% | Reduced |
|
| 22 |
TIAA CREF Investment Management
New York
| $12.4B | +$194M | 19 | 8.71% | Increased |
|
| 23 |
Dodge & Cox
San Francisco,
California
| $12.3B | -$25.8M | 9 | 10.38% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $12B | -$370M | 20 | 6% | Reduced |
|
| 25 |
Franklin Resources
San Mateo,
California
| $11.7B | -$149M | 16 | 5.83% | Reduced |
|