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
| $261B | +$3.71B | 26 | 8.9% | Increased |
|
| 2 |
BlackRock
New York
| $226B | +$3.04B | 26 | 8.68% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $141B | +$1.71B | 26 | 9.67% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $107B | -$2.51B | 23 | 11.8% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $101B | -$2.1B | 20 | 13.03% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $46.3B | +$1.49B | 26 | 9.68% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $45.6B | -$3.78B | 10 | 10.2% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $40.3B | -$99.9M | 26 | 9.02% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $38B | +$593M | 20 | 10.61% | Increased |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $37.3B | -$99.7M | 9 | 11.2% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $35.8B | -$1.64B | 25 | 6.68% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $33.9B | -$726M | 24 | 8.73% | Reduced |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $33.8B | +$279M | 10 | 11.47% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $33.2B | +$228M | 26 | 4.76% | Increased |
|
| 15 |
Morgan Stanley
New York
| $32.8B | +$1.36B | 27 | 7.63% | Increased |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $27.2B | -$1.37B | 19 | 5.7% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $27B | -$6.88M | 21 | 10.23% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $25.2B | +$2.3B | 25 | 6.42% | Increased |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $24B | +$1B | 5 | 23.15% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $22B | -$23.7B | 23 | 6.83% | Reduced |
|
| 21 |
UBS AM
Chicago,
Illinois
| $21.3B | +$1.2B | 22 | 13.03% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $21.3B | +$615M | 22 | 10.13% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $20B | -$546M | 25 | 5.39% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $18.9B | -$419M | 21 | 7.86% | Reduced |
|
| 25 |
Janus Henderson Group
London,
| $18.6B | +$175M | 16 | 9.54% | Increased |
|