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
| $398B | +$3.39B | 37 | 10.13% | Increased |
|
| 2 |
BlackRock
New York
| $334B | +$3.76B | 41 | 9.86% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $179B | -$1.4B | 40 | 10.12% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $129B | -$3.89B | 33 | 11.77% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $95.6B | -$6.66B | 29 | 14.31% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $88.7B | +$1.05B | 39 | 11.52% | Increased |
|
| 7 |
Bank of Montreal
Toronto,
Ontario, Canada
| $80.8B | +$456M | 28 | 32.32% | Increased |
|
| 8 |
Morgan Stanley
New York
| $77.3B | -$1.16B | 42 | 8.28% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $60.8B | +$1.03B | 39 | 7.41% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $54.6B | +$1.72B | 25 | 11.94% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $51.7B | -$259M | 38 | 10.26% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $50.5B | +$3.06B | 38 | 5.19% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $44.7B | -$1.27B | 31 | 9.78% | Reduced |
|
| 14 |
Capital International Investors
Los Angeles,
California
| $42.6B | +$2.47B | 9 | 10.97% | Increased |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| $41.4B | +$1.17B | 8 | 11.82% | Increased |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $39.1B | +$2.83B | 20 | 7.75% | Increased |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $37.9B | -$657M | 9 | 7.84% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $32.4B | +$226M | 28 | 12.03% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $31.3B | +$440M | 29 | 11.21% | Increased |
|
| 20 |
Goldman Sachs
New York
| $28.3B | +$214M | 34 | 6.5% | Increased |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $27.9B | -$338M | 30 | 11.97% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $26.7B | -$1.19B | 31 | 8.12% | Reduced |
|
| 23 |
UBS AM
Chicago,
Illinois
| $24.1B | -$512M | 28 | 11.69% | Reduced |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $23.8B | -$551M | 7 | 8.14% | Reduced |
|
| 25 |
Invesco
Atlanta,
Georgia
| $23.8B | +$755M | 33 | 6.63% | Increased |
|