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
| $347B | +$4.01B | 37 | 10.21% | Increased |
|
| 2 |
BlackRock
New York
| $288B | -$2.98B | 39 | 9.8% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $161B | +$573M | 40 | 10.19% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $126B | +$1.56B | 32 | 13.14% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $107B | -$14.1B | 30 | 17.53% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $76.7B | +$1.65B | 41 | 11.63% | Increased |
|
| 7 |
Bank of Montreal
Toronto,
Ontario, Canada
| $68.1B | -$1.74B | 30 | 29.43% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $62.2B | +$928M | 43 | 8.47% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $51.2B | -$412M | 39 | 7.35% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $46.5B | -$662M | 38 | 10.61% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $45.2B | -$1.44B | 39 | 5.4% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $45.1B | +$1.46B | 26 | 11.98% | Increased |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $43B | -$29M | 11 | 14.14% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $41.2B | -$638M | 31 | 9.99% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $39.6B | -$20.1M | 11 | 11.54% | Reduced |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $37.2B | -$1.21B | 7 | 8.35% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $32.9B | +$500M | 21 | 7.02% | Increased |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $29B | -$1.83B | 29 | 11.34% | Reduced |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $28.8B | -$740M | 28 | 11.68% | Reduced |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $25.9B | -$42.4M | 28 | 12.54% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $25.4B | -$219M | 36 | 6.41% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $24.1B | +$570M | 30 | 8.65% | Increased |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| $21.7B | +$161M | 7 | 8.12% | Increased |
|
| 24 |
UBS AM
Chicago,
Illinois
| $21B | -$822M | 29 | 11.76% | Reduced |
|
| 25 |
Invesco
Atlanta,
Georgia
| $20.5B | -$148M | 32 | 6.61% | Reduced |
|