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
| $189B | +$563M | 24 | 7.9% | Increased |
|
| 2 |
BlackRock
New York
| $172B | +$948M | 25 | 7.94% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $103B | -$70.2M | 22 | 8.57% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $92.9B | +$1.15B | 21 | 10.7% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $77.7B | +$2.27B | 20 | 11.87% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $57.7B | +$97.3M | 9 | 12.35% | Increased |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $39.2B | -$2.83B | 9 | 10.71% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $31.8B | +$60.5M | 25 | 8.07% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $29.8B | +$1.68B | 20 | 9.87% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $29.7B | -$977M | 23 | 6.11% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $29.5B | +$668M | 24 | 9.06% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $29B | -$335M | 23 | 7.89% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $27.5B | +$1.16B | 16 | 9.46% | Increased |
|
| 14 |
Morgan Stanley
New York
| $26.2B | +$223M | 26 | 7.09% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $23.8B | -$865M | 20 | 5.29% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $23.6B | +$793M | 24 | 3.9% | Increased |
|
| 17 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $20.3B | -$1.07B | 5 | 21.94% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $19.5B | -$3.77B | 23 | 5.27% | Reduced |
|
| 19 |
Primecap Management
Pasadena,
California
| $18B | -$109M | 11 | 13.37% | Reduced |
|
| 20 |
TIAA CREF Investment Management
New York
| $16.4B | -$409M | 18 | 11.06% | Reduced |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $16.4B | +$440M | 21 | 7.28% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $16.1B | -$1,000M | 25 | 4.78% | Reduced |
|
| 23 |
Jennison Associates
New York
| $15B | -$99.8M | 10 | 14.6% | Reduced |
|
| 24 |
UBS AM
Chicago,
Illinois
| $14.4B | +$459M | 20 | 11.01% | Increased |
|
| 25 |
Janus Henderson Group
London,
| $14B | +$260M | 13 | 8.01% | Increased |
|