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
| $217B | +$1.58B | 25 | 8.53% | Increased |
|
| 2 |
BlackRock
New York
| $188B | -$1.11B | 26 | 8.41% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $116B | +$4.96B | 24 | 9.09% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $97.3B | -$3.4B | 21 | 11.65% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $87.1B | +$76.9M | 19 | 12.81% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $42.7B | -$63.6M | 8 | 10.35% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $36.5B | +$1.18B | 24 | 9.44% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $36B | +$224M | 24 | 8.9% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $35.1B | -$1.9B | 9 | 11.14% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $32.4B | +$451M | 23 | 6.62% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $31.2B | +$522M | 18 | 10.07% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $31.1B | +$70.5M | 23 | 10.49% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $30.6B | -$143M | 23 | 8.56% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $28.1B | +$31.1M | 25 | 7.94% | Increased |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $28B | +$337M | 9 | 12.03% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $27.6B | +$1.63B | 25 | 4.28% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $26.4B | +$690M | 21 | 5.97% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $20.3B | +$644M | 5 | 22.25% | Increased |
|
| 19 |
Goldman Sachs
New York
| $18.2B | -$1.67B | 24 | 5.49% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $17.6B | -$164M | 24 | 5.24% | Reduced |
|
| 21 |
Primecap Management
Pasadena,
California
| $17.6B | -$193M | 11 | 12.93% | Reduced |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $17.5B | +$2.92B | 21 | 9.98% | Increased |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $17.1B | -$447M | 21 | 7.87% | Reduced |
|
| 24 |
Jennison Associates
New York
| $16.6B | +$59.3M | 11 | 16.49% | Increased |
|
| 25 |
TIAA CREF Investment Management
New York
| $16.3B | -$646M | 19 | 11.57% | Reduced |
|