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
| $352B | -$3.96B | 29 | 11.64% | Reduced |
|
| 2 |
BlackRock
New York
| $307B | -$2.77B | 31 | 11.33% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $177B | -$1.91B | 26 | 12.09% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $149B | +$1.74B | 26 | 15.06% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $138B | -$994M | 24 | 15.99% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $64.8B | +$579M | 30 | 12.7% | Increased |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $54.4B | +$236M | 29 | 11.93% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $52.3B | -$375M | 24 | 13.89% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $48.5B | +$2.12B | 33 | 9.38% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $48.1B | -$1.37B | 26 | 11.87% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $46.1B | +$965M | 31 | 6.28% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $44.2B | -$2.11B | 31 | 7.43% | Reduced |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $44.1B | -$4.76B | 12 | 9.64% | Reduced |
|
| 14 |
Capital Research Global Investors
Los Angeles,
California
| $43.6B | -$610M | 10 | 13.08% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $41.8B | -$3.53B | 10 | 12.91% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $37.8B | -$725M | 20 | 7.82% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $32.5B | -$2.07B | 24 | 12.49% | Reduced |
|
| 18 |
UBS AM
Chicago,
Illinois
| $30B | +$1.36B | 24 | 16.1% | Increased |
|
| 19 |
Invesco
Atlanta,
Georgia
| $29.2B | -$246M | 27 | 9.87% | Reduced |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $28.9B | -$488M | 26 | 12.92% | Reduced |
|
| 21 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $26.1B | -$5.02B | 8 | 17.95% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $25.2B | -$870M | 33 | 6.97% | Reduced |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $23.6B | +$359M | 25 | 12.7% | Increased |
|
| 24 |
Goldman Sachs
New York
| $23.6B | -$2.14B | 27 | 6.69% | Reduced |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $22.9B | -$1.26B | 26 | 9.3% | Reduced |
|