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
| $184B | +$6.24B | 25 | 8.27% | Increased |
|
| 2 |
BlackRock
New York
| $161B | +$1.48B | 25 | 8.14% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $94.7B | -$573M | 24 | 8.62% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $86.5B | -$890M | 21 | 11.85% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $73.4B | +$3.89B | 18 | 12.42% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $36.3B | -$1.31B | 7 | 9.83% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $31.7B | -$4.45B | 9 | 11.03% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $30.6B | +$1.15B | 25 | 8.57% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $30.1B | +$1.99B | 24 | 9.32% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $27.1B | -$314M | 25 | 6.26% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $26.5B | -$1.48B | 22 | 10.14% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $26.2B | -$1.2B | 23 | 8.22% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $26B | +$535M | 17 | 9.68% | Increased |
|
| 14 |
Morgan Stanley
New York
| $23.5B | -$934M | 26 | 7.02% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $22.9B | +$644M | 9 | 11.43% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $21.9B | -$393M | 26 | 3.85% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $21.8B | -$897M | 19 | 5.44% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $16.7B | -$962M | 21 | 5.32% | Reduced |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $15.9B | +$291M | 5 | 20.63% | Increased |
|
| 20 |
Wells Fargo
San Francisco,
California
| $15.2B | +$253M | 24 | 5.03% | Increased |
|
| 21 |
Primecap Management
Pasadena,
California
| $15.1B | -$628M | 11 | 12.21% | Reduced |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $15B | +$138M | 21 | 7.49% | Increased |
|
| 23 |
TIAA CREF Investment Management
New York
| $14.6B | -$240M | 19 | 11.54% | Reduced |
|
| 24 |
Jennison Associates
New York
| $14B | +$216M | 10 | 15.62% | Increased |
|
| 25 |
Janus Henderson Group
London,
| $13.7B | +$584M | 16 | 8.76% | Increased |
|