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
| $938B | +$17B | 37 | 13.6% | Increased |
|
| 2 |
BlackRock
New York
| $794B | +$16.8B | 45 | 13.43% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $409B | +$7.02B | 38 | 13.73% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $305B | -$5.77B | 39 | 15.53% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $240B | +$2.86B | 40 | 14.8% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $185B | -$13.7B | 41 | 11.59% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $176B | -$479M | 45 | 10.5% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $147B | -$6.56B | 31 | 15.82% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $143B | +$142B | 19 | 15.34% | New |
|
| 10 |
Invesco
Atlanta,
Georgia
| $141B | +$76.3B | 32 | 13.35% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $107B | -$1.98B | 38 | 13.64% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $99.7B | +$1.01B | 45 | 7.25% | Increased |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $93B | +$1.33B | 5 | 14.58% | Increased |
|
| 14 |
Capital Research Global Investors
Los Angeles,
California
| $87.5B | +$1.92B | 8 | 16.16% | Increased |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $81.1B | -$2.69B | 12 | 11.02% | Reduced |
|
| 16 |
UBS AM
Chicago,
Illinois
| $76.5B | +$714M | 29 | 16.17% | Increased |
|
| 17 |
Goldman Sachs
New York
| $72.8B | -$1.11B | 38 | 8.93% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $71.1B | -$413M | 32 | 12.53% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $67.6B | +$160M | 31 | 10.5% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $66.1B | -$1.45B | 32 | 14.65% | Reduced |
|
| 21 |
Wellington Management Group
Boston,
Massachusetts
| $64.4B | -$3.14B | 20 | 11.29% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $59.6B | -$1.36B | 30 | 15.6% | Reduced |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $54.2B | +$522M | 43 | 8.81% | Increased |
|
| 24 |
Franklin Resources
San Mateo,
California
| $50.1B | -$1.3B | 28 | 12.29% | Reduced |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $47.3B | -$1.29B | 29 | 14.93% | Reduced |
|