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
| $471B | +$5.1B | 38 | 11.15% | Increased |
|
| 2 |
BlackRock
New York
| $405B | +$3.32B | 40 | 10.9% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $227B | -$3.31B | 40 | 11.2% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $185B | -$4.59B | 34 | 14.78% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $174B | -$6.37B | 30 | 17.51% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $102B | +$2.78B | 42 | 12.69% | Increased |
|
| 7 |
Northern Trust
Chicago,
Illinois
| $67B | -$1.44B | 38 | 11.78% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $64.2B | -$556M | 40 | 7.74% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $62.6B | +$3.74B | 40 | 6.09% | Increased |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $61.5B | -$1.66B | 10 | 15.18% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $61.3B | -$1.83B | 44 | 8.27% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $58.3B | -$3.21B | 9 | 10.04% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $58.1B | -$1.8B | 33 | 11.27% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $56.8B | +$561M | 28 | 12.39% | Increased |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $56.5B | -$1.79B | 10 | 12.87% | Reduced |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $46.5B | -$513M | 22 | 7.96% | Reduced |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $41.8B | +$2.47B | 28 | 12.72% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $39.6B | -$537M | 26 | 12.82% | Reduced |
|
| 19 |
AllianceBernstein
Nashville,
Tennessee
| $36.7B | +$842M | 28 | 14.15% | Increased |
|
| 20 |
Goldman Sachs
New York
| $33.3B | +$110M | 35 | 6.99% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $31.9B | +$726M | 30 | 9.59% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $30.7B | -$1.06B | 29 | 13.15% | Reduced |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| $29.2B | -$303M | 7 | 8.64% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $28.9B | +$53.7M | 29 | 8.54% | Increased |
|
| 25 |
Invesco
Atlanta,
Georgia
| $28.9B | -$82.9M | 30 | 7.38% | Reduced |
|