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
| $330B | -$1.59B | 26 | 11.69% | Reduced |
|
| 2 |
BlackRock
New York
| $285B | +$4.78B | 29 | 11.38% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $166B | +$144M | 25 | 12.05% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $135B | -$298M | 23 | 14.87% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $125B | +$1.48B | 22 | 15.78% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $59.9B | +$882M | 27 | 12.82% | Increased |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $50.2B | +$754M | 26 | 11.89% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $47.8B | +$862M | 22 | 13.75% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $46B | +$3.44B | 25 | 12.28% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $45.9B | -$4.14B | 11 | 11.1% | Reduced |
|
| 11 |
Capital International Investors
Los Angeles,
California
| $42.5B | -$2.04B | 10 | 13.92% | Reduced |
|
| 12 |
JP Morgan Chase
New York
| $42.5B | -$1.33B | 28 | 8.19% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $41.9B | -$689M | 31 | 9.28% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $41.8B | +$446M | 28 | 6.35% | Increased |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| $41.3B | -$4.64B | 9 | 13.06% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $35B | +$913M | 21 | 7.8% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $31.9B | -$1.45B | 23 | 12.99% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $26.8B | +$162M | 23 | 12.94% | Increased |
|
| 19 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $26.4B | -$1.86B | 7 | 20.1% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $25.8B | +$63.4M | 25 | 9.21% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $25.5B | -$1.22B | 23 | 15.57% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $24.3B | -$326M | 29 | 7.08% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $23.2B | -$1.41B | 27 | 7.03% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $22.3B | +$14.4M | 23 | 9.54% | Increased |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $21.8B | -$218M | 23 | 12.81% | Reduced |
|