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
| $235B | +$3.4B | 27 | 8.7% | Increased |
|
| 2 |
BlackRock
New York
| $203B | +$1.49B | 27 | 8.53% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $123B | +$36.9M | 25 | 9.14% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $99.4B | +$28.4M | 23 | 11.93% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $92.2B | +$366M | 20 | 13.05% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $44.4B | -$335M | 10 | 10.68% | Reduced |
|
| 7 |
Invesco
Atlanta,
Georgia
| $42B | -$142M | 22 | 10.98% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $41B | +$1.05B | 26 | 9.58% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $37B | -$1.38B | 27 | 8.85% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $33.8B | +$964M | 20 | 10.34% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $33.5B | -$1.68B | 25 | 6.68% | Reduced |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| $33.2B | -$1.05B | 10 | 10.89% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $31.8B | +$151M | 23 | 8.73% | Increased |
|
| 14 |
Capital International Investors
Los Angeles,
California
| $30.1B | +$593M | 10 | 11.5% | Increased |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $30B | +$639M | 28 | 4.46% | Increased |
|
| 16 |
Morgan Stanley
New York
| $28.6B | -$445M | 27 | 7.56% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $25.7B | -$1.32B | 21 | 5.79% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $24.6B | -$525M | 23 | 9.95% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $20.7B | +$861M | 26 | 5.99% | Increased |
|
| 20 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.8B | +$205M | 5 | 22.47% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $18.7B | +$227M | 26 | 5.3% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $18.7B | +$202M | 22 | 9.84% | Increased |
|
| 23 |
UBS AM
Chicago,
Illinois
| $17.7B | +$1.33B | 23 | 11.9% | Increased |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $17.6B | -$160M | 21 | 7.9% | Reduced |
|
| 25 |
Janus Henderson Group
London,
| $16.6B | +$213M | 19 | 9% | Increased |
|