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
| $678B | +$2.39B | 36 | 13.02% | Increased |
|
| 2 |
BlackRock
New York
| $564B | +$7.33B | 39 | 12.77% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $302B | -$1.6B | 39 | 13.2% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $238B | +$486M | 36 | 15.22% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $165B | +$3.81B | 37 | 14.45% | Increased |
|
| 6 |
Morgan Stanley
New York
| $134B | +$2.02B | 43 | 10.35% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $133B | -$4.88B | 29 | 15.94% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $132B | +$4.48B | 41 | 10.83% | Increased |
|
| 9 |
Bank of Montreal
Toronto,
Ontario, Canada
| $123B | -$1.09B | 29 | 35.78% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $96.5B | +$3.2B | 26 | 14.42% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $76.7B | -$90.9M | 37 | 12.92% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $75.5B | +$2.68B | 42 | 6.67% | Increased |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $73.4B | +$3.77B | 8 | 16.11% | Increased |
|
| 14 |
Capital International Investors
Los Angeles,
California
| $65.6B | -$2.22B | 7 | 13.51% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $64.2B | -$818M | 30 | 12.18% | Reduced |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $62.7B | -$84.4M | 11 | 10.23% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $54B | -$6.49B | 23 | 9.63% | Reduced |
|
| 18 |
UBS AM
Chicago,
Illinois
| $52.7B | +$9.81B | 24 | 15.12% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $50.8B | +$42.1M | 27 | 14.86% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $50B | -$897M | 29 | 14.12% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $48.8B | +$3.66B | 34 | 8.26% | Increased |
|
| 22 |
Charles Schwab
San Francisco,
California
| $47.9B | +$1.17B | 28 | 9.13% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $41.7B | +$340M | 31 | 8.81% | Increased |
|
| 24 |
AllianceBernstein
Nashville,
Tennessee
| $41.6B | -$642M | 28 | 14.5% | Reduced |
|
| 25 |
Amundi
Paris,
France
| $38.7B | -$545M | 22 | 14.85% | Reduced |
|