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
| $468B | +$3.62B | 38 | 11.49% | Increased |
|
| 2 |
BlackRock
New York
| $387B | -$2.39B | 41 | 11.13% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $206B | -$3.96B | 39 | 11.43% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $164B | +$6.59B | 36 | 14.22% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $109B | +$2.78B | 39 | 12.93% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $108B | -$4.57B | 29 | 15.76% | Reduced |
|
| 7 |
Bank of Montreal
Toronto,
Ontario, Canada
| $103B | -$212M | 28 | 35.64% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $93.2B | -$1.14B | 43 | 9.48% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $86B | +$6.44B | 42 | 9.49% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $65.3B | -$882M | 24 | 13.26% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $59.1B | +$1.95B | 37 | 11.45% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $50.8B | -$1.78B | 39 | 5.59% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $49.5B | -$1.12B | 31 | 10.89% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $48.4B | +$95.8M | 23 | 9.68% | Increased |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| $47.3B | -$1.37B | 8 | 13.03% | Reduced |
|
| 16 |
Capital International Investors
Los Angeles,
California
| $45.9B | -$1.13B | 9 | 11.64% | Reduced |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $44.4B | +$945M | 7 | 8.79% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $37.4B | -$36M | 28 | 13.18% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $36.1B | -$1.72B | 29 | 12.59% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $33.1B | -$13.1M | 35 | 7.05% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $31.6B | +$402M | 31 | 9.05% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $31.4B | +$603M | 30 | 13.37% | Increased |
|
| 23 |
UBS AM
Chicago,
Illinois
| $29.9B | +$1.98B | 26 | 13.39% | Increased |
|
| 24 |
Invesco
Atlanta,
Georgia
| $29B | -$952M | 32 | 7.81% | Reduced |
|
| 25 |
Amundi
Paris,
France
| $27.3B | +$1.57B | 25 | 13.4% | Increased |
|