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
| $546B | +$6.46B | 36 | 11.92% | Increased |
|
| 2 |
BlackRock
New York
| $449B | +$3.11B | 40 | 11.44% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $245B | +$7.02B | 38 | 11.91% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $191B | +$987M | 35 | 14.66% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $127B | +$2.07B | 38 | 13.29% | Increased |
|
| 6 |
Bank of Montreal
Toronto,
Ontario, Canada
| $120B | +$2.12B | 29 | 36.36% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $116B | -$7.87B | 28 | 15.57% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $109B | +$1.52B | 43 | 9.64% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $100B | +$1.52B | 41 | 9.64% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $78.3B | +$2.77B | 22 | 13.68% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $64.8B | -$2.94B | 37 | 11.73% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $56.6B | -$1.52B | 41 | 5.7% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $55.1B | -$1.81B | 31 | 11.17% | Reduced |
|
| 14 |
Capital Research Global Investors
Los Angeles,
California
| $54.7B | -$331M | 7 | 13.45% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $53.4B | +$554M | 9 | 11.98% | Increased |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $53B | +$1.5B | 7 | 9.42% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $51.9B | -$3.45B | 23 | 9.68% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $41.9B | -$1.26B | 27 | 13.47% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $41.8B | +$376M | 28 | 13% | Increased |
|
| 20 |
Goldman Sachs
New York
| $39.5B | +$1.67B | 33 | 7.27% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $37B | +$667M | 31 | 9.41% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $34.5B | -$1.6B | 29 | 13.26% | Reduced |
|
| 23 |
UBS AM
Chicago,
Illinois
| $34B | -$291M | 23 | 13.37% | Reduced |
|
| 24 |
Invesco
Atlanta,
Georgia
| $32.8B | -$422M | 30 | 7.8% | Reduced |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $32.6B | +$1.68B | 41 | 7.62% | Increased |
|