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
| $475B | +$1.4B | 39 | 11.26% | Increased |
|
| 2 |
BlackRock
New York
| $397B | +$109M | 41 | 10.95% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $214B | +$1.3B | 38 | 11.26% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $161B | +$6.55B | 35 | 13.52% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $114B | -$68.1M | 29 | 15.95% | Reduced |
|
| 6 |
Bank of Montreal
Toronto,
Ontario, Canada
| $109B | +$2.38B | 29 | 37.72% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $108B | +$2.34B | 40 | 12.69% | Increased |
|
| 8 |
Morgan Stanley
New York
| $96.5B | +$4.84B | 42 | 9.51% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $82.1B | +$8.57B | 40 | 8.92% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $67.5B | +$2.51B | 25 | 13.33% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $58.3B | -$2.91B | 38 | 11.21% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $53.5B | -$5.68B | 37 | 5.61% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $51.7B | -$1.3B | 31 | 10.85% | Reduced |
|
| 14 |
Capital Research Global Investors
Los Angeles,
California
| $50.1B | +$263M | 8 | 13.43% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $49.1B | +$2.16B | 20 | 9.31% | Increased |
|
| 16 |
Capital International Investors
Los Angeles,
California
| $48B | -$2.41B | 9 | 11.58% | Reduced |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $45.1B | +$47.8M | 7 | 8.67% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $38.5B | -$26.3M | 28 | 13.38% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $38.4B | +$1.2B | 28 | 12.5% | Increased |
|
| 20 |
Goldman Sachs
New York
| $33.7B | +$350M | 35 | 7.22% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $31.9B | +$91.9M | 31 | 9.1% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $31.6B | -$1.6B | 30 | 12.88% | Reduced |
|
| 23 |
Invesco
Atlanta,
Georgia
| $30.5B | +$2.14B | 31 | 7.99% | Increased |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27.4B | +$531M | 42 | 7.2% | Increased |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $27B | -$1.16B | 8 | 8.88% | Reduced |
|