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
| $496B | +$2.72B | 38 | 11.25% | Increased |
|
| 2 |
BlackRock
New York
| $426B | +$8.37B | 41 | 10.85% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $244B | +$6.36B | 37 | 11.57% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $203B | +$1.91B | 35 | 14.97% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $192B | -$1.53B | 29 | 17.26% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $105B | +$2.74B | 42 | 12.63% | Increased |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $72.6B | -$634M | 37 | 11.89% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $69.5B | -$2.36B | 45 | 8.59% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $68.9B | +$3.91B | 38 | 7.96% | Increased |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $68.8B | +$325M | 10 | 15.2% | Increased |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $66.7B | +$54M | 11 | 10.55% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $63.8B | -$741M | 32 | 11.52% | Reduced |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $62.7B | -$179M | 10 | 13.25% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $62.5B | -$266M | 42 | 6.07% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $60B | -$690M | 28 | 12.34% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $49.9B | -$1.01B | 24 | 7.98% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $43.6B | -$1.21B | 28 | 12.89% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $41.8B | -$433M | 28 | 12.65% | Reduced |
|
| 19 |
AllianceBernstein
Nashville,
Tennessee
| $37.9B | +$54.2M | 28 | 13.39% | Increased |
|
| 20 |
Goldman Sachs
New York
| $35.6B | -$2.4B | 36 | 7.06% | Reduced |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $35.1B | +$5.03B | 40 | 8% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $34.3B | -$2.42B | 29 | 13.13% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $33B | +$762M | 28 | 9.76% | Increased |
|
| 24 |
Invesco
Atlanta,
Georgia
| $32.1B | +$1.47B | 31 | 7.74% | Increased |
|
| 25 |
Janus Henderson Group
London,
| $31.7B | +$1.27B | 25 | 13.21% | Increased |
|