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
| $333B | +$4.37B | 38 | 9.07% | Increased |
|
| 2 |
BlackRock
New York
| $279B | +$6B | 41 | 8.74% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $153B | +$158M | 40 | 9% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $111B | -$5.07B | 33 | 11.06% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $85.9B | -$12.6B | 30 | 13.81% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $73.9B | +$1.58B | 41 | 10.37% | Increased |
|
| 7 |
Bank of Montreal
Toronto,
Ontario, Canada
| $71.9B | +$661M | 30 | 31.17% | Increased |
|
| 8 |
Morgan Stanley
New York
| $66.2B | +$8.31B | 44 | 7.52% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $50.4B | +$1.91B | 37 | 6.64% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $44.3B | +$2.05B | 25 | 10.69% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $43.9B | -$50M | 38 | 9.22% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $40B | -$3.14B | 44 | 4.56% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $38.9B | -$309M | 31 | 8.89% | Reduced |
|
| 14 |
Capital Research Global Investors
Los Angeles,
California
| $33.5B | -$6.51B | 10 | 10.14% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $33.5B | -$4.26B | 9 | 8.98% | Reduced |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $32.3B | -$4.15B | 9 | 6.88% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $30.1B | -$606M | 21 | 6.04% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $27.1B | -$352M | 28 | 10.49% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $26.1B | -$1.56B | 29 | 10% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $23.9B | +$711M | 30 | 7.71% | Increased |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $23.8B | -$870M | 29 | 10.71% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $23.8B | -$509M | 37 | 5.83% | Reduced |
|
| 23 |
UBS AM
Chicago,
Illinois
| $21B | +$852M | 29 | 11.01% | Increased |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $20.4B | -$273M | 7 | 7.12% | Reduced |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20.2B | +$1.19B | 42 | 5.8% | Increased |
|