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
| $215B | +$2.15B | 25 | 8.39% | Increased |
|
| 2 |
BlackRock
New York
| $193B | -$41.3M | 25 | 8.33% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $115B | +$316M | 23 | 8.84% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $105B | +$1.32B | 21 | 11.85% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $84.5B | -$1.36B | 20 | 12.33% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $44B | -$20.3B | 9 | 10.71% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $42.8B | -$492M | 9 | 12.45% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $35.5B | -$177M | 25 | 8.68% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $34.1B | +$723M | 24 | 9.6% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $33.6B | +$215M | 20 | 10.58% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $32.8B | +$71.9M | 23 | 8.44% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $32.7B | -$85.5M | 23 | 6.27% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $30.8B | +$136M | 17 | 10% | Increased |
|
| 14 |
Morgan Stanley
New York
| $29.5B | +$422M | 26 | 7.38% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $26.8B | +$702M | 19 | 5.65% | Increased |
|
| 16 |
Capital International Investors
Los Angeles,
California
| $26.8B | +$20.4B | 9 | 12.27% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $26.7B | +$551M | 25 | 4.17% | Increased |
|
| 18 |
Goldman Sachs
New York
| $21.2B | +$28.8M | 23 | 5.48% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $20.4B | -$433M | 21 | 7.12% | Reduced |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.5B | -$1.6B | 5 | 21.09% | Reduced |
|
| 21 |
Primecap Management
Pasadena,
California
| $19B | -$417M | 11 | 12.81% | Reduced |
|
| 22 |
TIAA CREF Investment Management
New York
| $17.9B | -$510M | 18 | 11.72% | Reduced |
|
| 23 |
Wells Fargo
San Francisco,
California
| $17.8B | -$281M | 24 | 5.03% | Reduced |
|
| 24 |
Jennison Associates
New York
| $16.6B | +$362M | 9 | 15.3% | Increased |
|
| 25 |
Janus Henderson Group
London,
| $15.7B | +$30.9M | 17 | 8.39% | Increased |
|