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
| $447B | +$3.33B | 34 | 11.11% | Increased |
|
| 2 |
BlackRock
New York
| $380B | +$3.53B | 37 | 10.63% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $216B | +$1.17B | 35 | 11.41% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $183B | -$738M | 29 | 14.55% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $177B | +$1.86B | 26 | 16.68% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $92.6B | +$2.71B | 37 | 12.47% | Increased |
|
| 7 |
Morgan Stanley
New York
| $66.6B | -$4.92B | 39 | 8.96% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $66.5B | -$852K | 33 | 11.78% | Reduced |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $61.8B | +$1.12B | 9 | 14.43% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $59.4B | -$374M | 10 | 10.14% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $59.3B | -$3.9B | 32 | 7.33% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $58.6B | -$1.32B | 30 | 11.44% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $57.6B | +$126M | 36 | 5.95% | Increased |
|
| 14 |
Capital International Investors
Los Angeles,
California
| $56.6B | -$93.3M | 10 | 12.94% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $55.2B | -$2.09B | 24 | 12.21% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $46.2B | -$4.19B | 20 | 7.87% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $40.8B | -$1.44B | 27 | 12.55% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $38.5B | +$2.14B | 27 | 12.5% | Increased |
|
| 19 |
Goldman Sachs
New York
| $36.5B | +$5.37B | 32 | 7.74% | Increased |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $34.4B | +$335M | 25 | 13.57% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $33.8B | +$1.71B | 27 | 13.99% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $32.8B | -$14.9M | 39 | 7.22% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $29.4B | +$427M | 27 | 9.62% | Increased |
|
| 24 |
Invesco
Atlanta,
Georgia
| $29.1B | -$2.5B | 30 | 7.38% | Reduced |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $28.3B | -$291M | 9 | 8.29% | Reduced |
|