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
| $711B | +$7.01B | 35 | 12.39% | Increased |
|
| 2 |
BlackRock
New York
| $604B | +$13.5B | 39 | 12.22% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $315B | +$4.79B | 36 | 12.42% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $242B | -$1.49B | 36 | 14.46% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $176B | +$2.47B | 37 | 13.6% | Increased |
|
| 6 |
Morgan Stanley
New York
| $142B | +$2.64B | 43 | 9.92% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $140B | -$1.28B | 42 | 10.44% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $134B | +$24M | 29 | 15.49% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $108B | +$6.41B | 23 | 14.24% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $88.6B | +$11.7B | 36 | 12.54% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $74.6B | -$6.17B | 42 | 6.26% | Reduced |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| $74.4B | +$256M | 6 | 15.29% | Increased |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $68.6B | +$3.8B | 5 | 12.89% | Increased |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $65.3B | +$3.55B | 11 | 9.91% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $63.7B | +$114M | 29 | 11.76% | Increased |
|
| 16 |
UBS AM
Chicago,
Illinois
| $60.4B | +$4.65B | 24 | 14.08% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $54.5B | -$98.1M | 18 | 9.98% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $52.4B | +$224M | 28 | 13.87% | Increased |
|
| 19 |
Charles Schwab
San Francisco,
California
| $51.6B | +$1.47B | 28 | 9.51% | Increased |
|
| 20 |
Goldman Sachs
New York
| $49B | -$1.2B | 34 | 7.73% | Reduced |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $48.9B | -$1.29B | 27 | 13.81% | Reduced |
|
| 22 |
Invesco
Atlanta,
Georgia
| $45.7B | +$1.03B | 31 | 8.44% | Increased |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $42.8B | +$2.86B | 39 | 8.55% | Increased |
|
| 24 |
AllianceBernstein
Nashville,
Tennessee
| $41.6B | -$1B | 25 | 14.1% | Reduced |
|
| 25 |
Amundi
Paris,
France
| $40.8B | +$1.8B | 22 | 14.18% | Increased |
|