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
| $660B | +$5.6B | 35 | 11.82% | Increased |
|
| 2 |
BlackRock
New York
| $554B | +$8.91B | 39 | 11.62% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $291B | -$1.84B | 37 | 11.83% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $225B | -$2.05B | 36 | 13.7% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $162B | +$3.34B | 36 | 13.11% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $134B | +$5.21B | 40 | 10.15% | Increased |
|
| 7 |
Morgan Stanley
New York
| $129B | +$406M | 42 | 9.36% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $126B | -$1.92B | 28 | 14.45% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $95.3B | +$2.56B | 24 | 13.31% | Increased |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $76.2B | +$2.58B | 41 | 6.12% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $71.7B | -$2.19B | 36 | 11.74% | Reduced |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| $69.3B | -$873M | 6 | 14.41% | Reduced |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $61B | -$1.08B | 5 | 11.71% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $59.7B | -$2.21B | 29 | 11.1% | Reduced |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $57.9B | -$2.39B | 12 | 8.97% | Reduced |
|
| 16 |
UBS AM
Chicago,
Illinois
| $52.4B | +$1.47B | 24 | 13.47% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $50.9B | -$499M | 19 | 8.91% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $49B | +$811M | 29 | 12.9% | Increased |
|
| 19 |
Goldman Sachs
New York
| $47.2B | -$232M | 32 | 7.6% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $47.1B | -$1.72B | 27 | 13.23% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $46.9B | +$587M | 28 | 8.95% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $41.7B | +$1.49B | 31 | 8.05% | Increased |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $39.8B | -$125M | 27 | 13.38% | Reduced |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $37.2B | +$412M | 37 | 7.59% | Increased |
|
| 25 |
Franklin Resources
San Mateo,
California
| $37B | +$555M | 25 | 10.39% | Increased |
|