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
| $138B | +$3.22B | 21 | 6.45% | Increased |
|
| 2 |
BlackRock
New York
| $130B | +$2.16B | 22 | 6.54% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $81.9B | +$573M | 21 | 7.07% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $69.2B | -$870M | 19 | 8.37% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $57.4B | +$6.85M | 18 | 9.81% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $52.9B | -$1B | 9 | 11.97% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $36.2B | -$2.22B | 9 | 10.94% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $25.5B | +$945M | 21 | 6.65% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $25.3B | -$686M | 22 | 6.97% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $22.3B | -$280M | 22 | 4.91% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $21.7B | +$3.33B | 24 | 3.45% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $21.3B | -$575M | 19 | 7.86% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $20.4B | +$412M | 23 | 7.51% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $19.8B | -$72.3M | 15 | 4.54% | Reduced |
|
| 15 |
Morgan Stanley
New York
| $19.4B | -$83.4M | 23 | 5.81% | Reduced |
|
| 16 |
Norges Bank
Oslo,
Norway
| $18.8B | +$269M | 17 | 7.12% | Increased |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $17.3B | -$1.1B | 6 | 21.85% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $16.5B | -$117M | 21 | 4.04% | Reduced |
|
| 19 |
Primecap Management
Pasadena,
California
| $15B | -$261M | 11 | 12.38% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $13.5B | -$160M | 21 | 4.2% | Reduced |
|
| 21 |
TIAA CREF Investment Management
New York
| $12.9B | -$97.7M | 19 | 8.78% | Reduced |
|
| 22 |
Jennison Associates
New York
| $12.4B | -$1.08B | 9 | 12.73% | Reduced |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $12.3B | -$479M | 18 | 5.85% | Reduced |
|
| 24 |
Franklin Resources
San Mateo,
California
| $11.5B | -$845M | 15 | 5.65% | Reduced |
|
| 25 |
Dodge & Cox
San Francisco,
California
| $11.4B | -$2.13B | 9 | 9.14% | Reduced |
|