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 |
BlackRock
New York
| $672B | -$1.88B | 45 | 11.75% | Reduced |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $551B | +$604B | 38 | 13.63% | New |
|
| 3 |
State Street
Boston,
Massachusetts
| $347B | -$462M | 38 | 11.98% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $262B | +$397M | 38 | 13.8% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $211B | +$7.63B | 40 | 13.13% | Increased |
|
| 6 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $169B | +$185B | 29 | 8.81% | New |
|
| 7 |
Morgan Stanley
New York
| $155B | +$4.69B | 47 | 9.33% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $150B | -$363M | 40 | 9.61% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $118B | -$6.95B | 31 | 13.6% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $115B | -$6.7B | 32 | 11.23% | Reduced |
|
| 11 |
Capital Research Global Investors
Los Angeles,
California
| $93.5B | +$21.8B | 9 | 14.51% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $91.1B | +$61.1M | 37 | 12.04% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $84.3B | -$766M | 37 | 6.16% | Reduced |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $77B | +$8.09B | 14 | 10.51% | Increased |
|
| 15 |
Goldman Sachs
New York
| $71.5B | +$10.3B | 40 | 8.21% | Increased |
|
| 16 |
UBS AM
Chicago,
Illinois
| $68.1B | +$3.83B | 29 | 14.16% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $59.4B | +$2.07B | 31 | 9.07% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $58.4B | -$2.2B | 31 | 10.73% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $55.6B | -$787M | 31 | 12.85% | Reduced |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $53.4B | -$1.76B | 19 | 9.98% | Reduced |
|
| 21 |
Capital International Investors
Los Angeles,
California
| $52.2B | -$29.9B | 6 | 12.23% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $49.3B | -$1.33B | 30 | 13.34% | Reduced |
|
| 23 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $49.1B | +$53.8B | 37 | 12.39% | New |
|
| 24 |
Amundi
Paris,
France
| $47.9B | +$8.43B | 23 | 13.05% | Increased |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $44.8B | -$2.1B | 29 | 14.52% | Reduced |
|