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
| $257B | +$7.53B | 26 | 10.95% | Increased |
|
| 2 |
BlackRock
New York
| $218B | +$1.75B | 26 | 10.68% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $129B | -$734M | 24 | 11.31% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $103B | -$360M | 23 | 14.29% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $95.7B | -$1.14B | 22 | 15.14% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $45.6B | +$1.22B | 26 | 11.88% | Increased |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $38.4B | -$161M | 25 | 11.04% | Reduced |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $38.4B | -$6.73B | 11 | 11.14% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $36.7B | +$386M | 20 | 13.08% | Increased |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $35.8B | -$429M | 8 | 14.05% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $34.5B | +$62.7M | 27 | 8.09% | Increased |
|
| 12 |
Capital International Investors
Los Angeles,
California
| $34.4B | +$1.92B | 10 | 14.05% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $32.8B | +$430M | 25 | 10.85% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $32B | +$126M | 29 | 5.77% | Increased |
|
| 15 |
Morgan Stanley
New York
| $31.9B | +$520M | 27 | 8.68% | Increased |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $26.7B | +$646M | 19 | 7.07% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $25.8B | -$239M | 21 | 12.58% | Reduced |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $22.6B | -$467M | 5 | 24.46% | Reduced |
|
| 19 |
UBS AM
Chicago,
Illinois
| $21.4B | +$1.2B | 23 | 15.35% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $20.9B | +$647M | 23 | 12.2% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $20.4B | -$200M | 23 | 8.58% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $19.2B | -$5.27B | 24 | 6.76% | Reduced |
|
| 23 |
Wells Fargo
San Francisco,
California
| $19.1B | -$183M | 26 | 6.6% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $17.4B | -$423M | 22 | 9.15% | Reduced |
|
| 25 |
Jennison Associates
New York
| $17.4B | -$119M | 10 | 21.08% | Reduced |
|