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
| $159B | +$4.17B | 24 | 6.94% | Increased |
|
| 2 |
BlackRock
New York
| $145B | +$1.32B | 24 | 6.92% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $93.1B | +$2.03B | 21 | 7.49% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $76.8B | -$1.04B | 20 | 9% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $66.1B | +$1.39B | 19 | 10.72% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $56.5B | -$3.79B | 9 | 12.26% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $34.9B | -$5.4B | 11 | 10.23% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $27.9B | -$471M | 23 | 7.07% | Reduced |
|
| 9 |
Bank of New York Mellon
New York
| $27.1B | -$1.11B | 24 | 7.12% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $26.6B | +$1.6B | 22 | 5.6% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $23.9B | -$52.1M | 19 | 8.6% | Reduced |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $23.7B | +$1.62B | 15 | 5.23% | Increased |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $23.5B | +$639M | 23 | 7.97% | Increased |
|
| 14 |
Morgan Stanley
New York
| $22.7B | +$1.07B | 25 | 6.21% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $21.6B | +$616M | 18 | 7.74% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $21.4B | -$2.56B | 24 | 3.59% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $20B | +$1.76B | 22 | 4.78% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $18.3B | -$539M | 6 | 22.76% | Reduced |
|
| 19 |
Primecap Management
Pasadena,
California
| $16.4B | -$59.6M | 11 | 12.56% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $15.7B | +$559M | 24 | 4.54% | Increased |
|
| 21 |
TIAA CREF Investment Management
New York
| $14.3B | -$113M | 19 | 9.42% | Reduced |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $13.3B | -$365M | 20 | 6.06% | Reduced |
|
| 23 |
Jennison Associates
New York
| $13.3B | -$472M | 10 | 13.11% | Reduced |
|
| 24 |
Franklin Resources
San Mateo,
California
| $12.3B | -$341M | 16 | 5.91% | Reduced |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $11.6B | +$75M | 12 | 4.87% | Increased |
|