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
| $228B | +$2.51B | 26 | 8.58% | Increased |
|
| 2 |
BlackRock
New York
| $199B | +$3.98B | 26 | 8.5% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $130B | -$5.42M | 24 | 9.66% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $98.1B | -$2.29B | 22 | 11.46% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $91.4B | +$2.12B | 19 | 12.83% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $43.8B | -$1.55B | 8 | 10.27% | Reduced |
|
| 7 |
Invesco
Atlanta,
Georgia
| $41.7B | +$9.57B | 22 | 10.74% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $39.3B | +$1.46B | 25 | 9.52% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $37.6B | +$332M | 25 | 8.93% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $34.6B | +$1.11B | 23 | 6.77% | Increased |
|
| 11 |
Capital Research Global Investors
Los Angeles,
California
| $33.6B | -$2.53B | 9 | 10.66% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $32.3B | +$252M | 19 | 9.98% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $31.1B | -$610M | 23 | 8.49% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $29.2B | +$221M | 27 | 7.76% | Increased |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $29.2B | +$852M | 9 | 11.63% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $28.9B | +$301M | 25 | 4.37% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $26.4B | -$747M | 21 | 5.84% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $24.7B | +$23.7B | 22 | 9.72% | Increased |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $20B | -$70.3M | 5 | 21.22% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $19.6B | +$1.09B | 24 | 5.64% | Increased |
|
| 21 |
Legal & General Group
London,
United Kingdom
| $18.2B | +$200M | 22 | 9.78% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $18.1B | -$266M | 24 | 5.17% | Reduced |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $17.5B | +$118M | 20 | 7.86% | Increased |
|
| 24 |
Primecap Management
Pasadena,
California
| $16.5B | -$740M | 11 | 12.24% | Reduced |
|
| 25 |
Jennison Associates
New York
| $16.4B | -$522M | 10 | 16.28% | Reduced |
|