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
| $375B | -$15.1B | 31 | 10.16% | Reduced |
|
| 2 |
BlackRock
New York
| $343B | +$2.79B | 31 | 10.09% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $188B | -$3.78B | 29 | 10.78% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $157B | -$1.5B | 30 | 13.42% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $149B | -$937M | 23 | 14.87% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $75.9B | +$1.73B | 33 | 11.61% | Increased |
|
| 7 |
Morgan Stanley
New York
| $59.9B | -$1.39B | 38 | 8.81% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $59.1B | -$774M | 30 | 11% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $53B | +$4.73B | 36 | 5.95% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $52.8B | +$3.7B | 33 | 7.05% | Increased |
|
| 11 |
Capital Research Global Investors
Los Angeles,
California
| $51.7B | +$815M | 10 | 12.64% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $51.6B | -$411M | 29 | 10.55% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $49.6B | -$7.42B | 26 | 11.34% | Reduced |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $48.4B | +$1.38B | 11 | 8.95% | Increased |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $46B | -$282M | 11 | 11.64% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $44.2B | +$1.49B | 19 | 7.78% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $37.3B | -$571M | 25 | 11.85% | Reduced |
|
| 18 |
UBS AM
Chicago,
Illinois
| $32.8B | +$840M | 27 | 14.5% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $31.9B | -$321M | 27 | 11.9% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $29.3B | +$3.91B | 31 | 7.4% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $29.3B | +$183M | 35 | 6.6% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $28.9B | -$499M | 29 | 7.7% | Reduced |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $27.9B | +$161M | 24 | 12.24% | Increased |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $25.6B | -$91.7M | 27 | 8.5% | Reduced |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $24.9B | -$1.23B | 11 | 7.65% | Reduced |
|