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
| $629B | +$9.98B | 36 | 11.37% | Increased |
|
| 2 |
BlackRock
New York
| $535B | +$9.91B | 40 | 11.24% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $276B | +$839M | 36 | 11.35% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $206B | -$4.62B | 35 | 13.16% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $159B | +$6.82B | 38 | 12.47% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $136B | +$15.1B | 40 | 9.97% | Increased |
|
| 7 |
Morgan Stanley
New York
| $125B | +$1.28B | 43 | 8.95% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $113B | -$4.76B | 28 | 13.88% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $91.3B | -$3.45B | 22 | 12.82% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $76.1B | -$1.06B | 35 | 11.3% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $69.3B | +$4.3B | 43 | 5.6% | Increased |
|
| 12 |
Capital International Investors
Los Angeles,
California
| $61.3B | +$2.45B | 5 | 12.06% | Increased |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $61.2B | -$3.47B | 6 | 13.3% | Reduced |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $58.3B | +$242M | 11 | 9.44% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $53.5B | -$2.06B | 28 | 10.6% | Reduced |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $46.5B | +$996M | 28 | 12.67% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $45B | +$132M | 28 | 8.44% | Increased |
|
| 18 |
UBS AM
Chicago,
Illinois
| $44.2B | -$10.1B | 23 | 11.31% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $43.7B | +$929M | 34 | 7.08% | Increased |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $43.5B | -$3.99B | 19 | 8.37% | Reduced |
|
| 21 |
Invesco
Atlanta,
Georgia
| $40.8B | +$1.28B | 31 | 7.73% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $40.4B | -$2.39B | 26 | 12.26% | Reduced |
|
| 23 |
Amundi
Paris,
France
| $36.9B | +$3.26B | 23 | 13.45% | Increased |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $35.8B | -$1.64B | 40 | 7.49% | Reduced |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $33.9B | -$2.39B | 24 | 12.27% | Reduced |
|