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
| $619B | +$5.9B | 36 | 12.27% | Increased |
|
| 2 |
BlackRock
New York
| $510B | +$5.75B | 38 | 11.86% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $278B | +$2.85B | 38 | 12.44% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $217B | +$1.65B | 37 | 14.55% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $147B | +$3.82B | 37 | 13.58% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $127B | -$3.3B | 29 | 15.52% | Reduced |
|
| 7 |
Bank of Montreal
Toronto,
Ontario, Canada
| $122B | -$189M | 28 | 37.07% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $121B | -$1.11B | 43 | 9.72% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $117B | +$3.98B | 42 | 9.9% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $85.3B | -$2.28B | 22 | 13.46% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $70.1B | -$2.54B | 36 | 12.11% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $66.9B | +$3.19B | 38 | 6.08% | Increased |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $63.4B | +$1.99B | 7 | 14.35% | Increased |
|
| 14 |
Capital International Investors
Los Angeles,
California
| $61.5B | +$1.85B | 8 | 12.45% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $59.5B | -$2.04B | 28 | 11.44% | Reduced |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $58B | -$1.12B | 8 | 9.6% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $55.6B | -$2.38B | 24 | 9.85% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $46.6B | -$193M | 28 | 13.43% | Reduced |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $46.6B | -$478M | 27 | 13.83% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $42.6B | +$892M | 29 | 9.83% | Increased |
|
| 21 |
Goldman Sachs
New York
| $41B | -$3.02B | 33 | 7.26% | Reduced |
|
| 22 |
UBS AM
Chicago,
Illinois
| $38.6B | +$471M | 23 | 13.72% | Increased |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $38.6B | -$166M | 28 | 13.65% | Reduced |
|
| 24 |
Invesco
Atlanta,
Georgia
| $37.8B | +$1.14B | 31 | 8.11% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $35B | +$9.81B | 23 | 11.08% | Increased |
|