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
| $371B | -$4.99B | 30 | 10.77% | Reduced |
|
| 2 |
BlackRock
New York
| $325B | -$1.16B | 30 | 10.36% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $183B | -$5.76B | 28 | 11.18% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $153B | -$7.84B | 29 | 13.58% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $144B | -$1.37B | 23 | 14.73% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $70.5B | +$677M | 31 | 11.83% | Increased |
|
| 7 |
Morgan Stanley
New York
| $60.6B | +$8.74B | 35 | 9.37% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $56.9B | -$1.18B | 30 | 11.08% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $54.2B | -$571M | 24 | 12.65% | Reduced |
|
| 10 |
Bank of New York Mellon
New York
| $49.3B | -$2.45B | 27 | 10.72% | Reduced |
|
| 11 |
Capital Research Global Investors
Los Angeles,
California
| $48.3B | +$1.12B | 10 | 12.53% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $47B | -$154M | 31 | 6.9% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $46B | -$3.25B | 31 | 5.93% | Reduced |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $45.6B | -$2.36B | 10 | 8.78% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $43.6B | -$1.99B | 11 | 11.91% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $40B | +$583M | 18 | 7.37% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $36B | +$1.15B | 26 | 12.2% | Increased |
|
| 18 |
UBS AM
Chicago,
Illinois
| $30.9B | +$168M | 26 | 14.47% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $30.8B | +$468M | 26 | 12.06% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $28.5B | -$1.38B | 28 | 8.28% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $27.8B | +$593M | 33 | 6.7% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $26.1B | +$442M | 24 | 12.3% | Increased |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25.8B | +$5.75B | 32 | 7.49% | Increased |
|
| 24 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $25.5B | -$1.5B | 14 | 14.21% | Reduced |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $24.6B | +$653M | 11 | 7.9% | Increased |
|