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
| $174B | +$3.82B | 24 | 7.6% | Increased |
|
| 2 |
BlackRock
New York
| $159B | +$3.22B | 25 | 7.59% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $95.4B | -$4.28B | 22 | 8.1% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $83.4B | +$174M | 19 | 9.9% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $68.4B | -$4.02B | 20 | 10.86% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $52.3B | -$9.81B | 9 | 11.78% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $38.4B | +$183M | 10 | 10.92% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $29.4B | -$440M | 25 | 7.64% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $28.5B | +$130M | 22 | 6.11% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $27.2B | -$1.67B | 23 | 7.52% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $26.5B | +$1.46B | 24 | 8.65% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $25.6B | -$195M | 20 | 9.57% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $24.4B | +$1.27B | 16 | 8.83% | Increased |
|
| 14 |
Morgan Stanley
New York
| $24.1B | -$403M | 25 | 6.68% | Reduced |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $22.8B | -$2.18B | 19 | 5.17% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $21.8B | +$332M | 25 | 5.58% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $21.2B | -$1.63B | 25 | 3.63% | Reduced |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.7B | -$907M | 6 | 23.06% | Reduced |
|
| 19 |
Primecap Management
Pasadena,
California
| $17B | -$454M | 11 | 12.72% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $15.9B | -$883M | 24 | 4.71% | Reduced |
|
| 21 |
TIAA CREF Investment Management
New York
| $15.5B | +$191M | 18 | 10.49% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $14.7B | +$497M | 20 | 6.67% | Increased |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $13.9B | +$5.36B | 25 | 6.63% | Increased |
|
| 24 |
Jennison Associates
New York
| $13.8B | -$643M | 9 | 13.73% | Reduced |
|
| 25 |
UBS AM
Chicago,
Illinois
| $13B | +$981M | 20 | 10.25% | Increased |
|