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
| $797B | +$13.1B | 36 | 12.9% | Increased |
|
| 2 |
BlackRock
New York
| $662B | -$1.47B | 41 | 12.61% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $346B | +$3.77B | 36 | 12.96% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $258B | +$2.31B | 36 | 14.57% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $200B | +$3.18B | 40 | 14.02% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $174B | +$4.05B | 36 | 11.4% | Increased |
|
| 7 |
Morgan Stanley
New York
| $152B | -$3.08B | 43 | 9.9% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $134B | -$4.55B | 29 | 15.16% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $114B | +$1.2B | 21 | 14.24% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $93B | -$1.14B | 35 | 12.78% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $85.2B | -$452M | 46 | 6.23% | Reduced |
|
| 12 |
Capital International Investors
Los Angeles,
California
| $75.2B | -$223M | 5 | 12.96% | Reduced |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $71.9B | -$4.08B | 6 | 14.4% | Reduced |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $70.2B | -$3.69B | 10 | 10.21% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $61.6B | -$4.24B | 29 | 11.64% | Reduced |
|
| 16 |
Charles Schwab
San Francisco,
California
| $57.4B | +$1.46B | 29 | 9.94% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $56.4B | +$2.76B | 19 | 10.24% | Increased |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $56.3B | -$1.39B | 28 | 13.98% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $56.1B | +$1.89B | 35 | 7.61% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $53.2B | +$2.56B | 27 | 14.71% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $53B | +$2.4B | 32 | 9.02% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $48.3B | -$5.96B | 24 | 9.78% | Reduced |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45.5B | +$1.16B | 41 | 8.19% | Increased |
|
| 24 |
Franklin Resources
San Mateo,
California
| $44B | +$1.92B | 24 | 11.67% | Increased |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $42.1B | +$221M | 28 | 13.72% | Increased |
|