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
| $432B | +$1.25B | 33 | 10.76% | Increased |
|
| 2 |
BlackRock
New York
| $367B | -$23.6B | 37 | 10.22% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $210B | -$4.89B | 34 | 11.05% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $180B | -$730M | 30 | 14.12% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $174B | +$3.91B | 24 | 16.1% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $87.7B | +$674M | 36 | 12.08% | Increased |
|
| 7 |
Morgan Stanley
New York
| $71B | +$2.43B | 38 | 9.36% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $64.9B | -$2.65B | 34 | 11.43% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $62.2B | +$1.71B | 34 | 7.42% | Increased |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $58.4B | -$1.12B | 9 | 13.6% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $58.3B | -$867M | 30 | 11.28% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $57.3B | +$1.06B | 10 | 9.73% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $56.9B | -$3.25B | 36 | 5.91% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $55.6B | -$1.27B | 25 | 12.05% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $54.7B | +$1.55B | 10 | 12.5% | Increased |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $49.2B | -$1.12B | 20 | 8.19% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $41.3B | -$1.37B | 27 | 12.31% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $35.6B | -$775M | 27 | 11.89% | Reduced |
|
| 19 |
AllianceBernstein
Nashville,
Tennessee
| $33.3B | +$1.08B | 25 | 13.39% | Increased |
|
| 20 |
Goldman Sachs
New York
| $33.2B | +$382M | 33 | 7.45% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $32.2B | -$1.31B | 38 | 7.07% | Reduced |
|
| 22 |
UBS AM
Chicago,
Illinois
| $32B | -$4.98B | 27 | 13.68% | Reduced |
|
| 23 |
Invesco
Atlanta,
Georgia
| $31.6B | -$729M | 29 | 7.78% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $28.7B | -$598M | 28 | 8.87% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $28.3B | +$265M | 27 | 9.42% | Increased |
|