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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

Edge Computing
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
26
Ameriprise
Ameriprise
Minnesota
$5.69B +$5.62B 12 3.94% New
27
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.55B +$5.76B 6 3.75% New
28
Bank of America
Bank of America
North Carolina
$5.54B +$5.57B 14 2.33% New
29
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$5.24B +$5.05B 4 15.92% New
30
UBS AM
UBS AM
Illinois
$5.09B +$5.06B 12 6.56% New
31
Deutsche Bank
Deutsche Bank
Germany
$5B +$4.95B 14 4.1% New
32
Dodge & Cox
Dodge & Cox
California
$4.8B +$4.59B 4 5.7% New
33
Sands Capital Management
Sands Capital Management
Virginia
$4.77B +$4.59B 3 16.09% New
34
BlackRock Advisors
BlackRock Advisors
Delaware
$4.5B +$4.45B 12 4.71% New
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.38B +$4.37B 9 4.58% New
36
American Century Companies
American Century Companies
Missouri
$4.25B +$4.21B 10 5.62% New
37
Legal & General Group
Legal & General Group
United Kingdom
$4.23B +$4.22B 10 5.84% New
38
AllianceBernstein
AllianceBernstein
Tennessee
$3.92B +$3.88B 12 4.16% New
39
Neuberger Berman Group
Neuberger Berman Group
New York
$3.78B +$3.8B 7 4.5% New
40
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.3B +$3.24B 5 8.39% New
41
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.2B +$3.41B 4 5.81% New
42
Fisher Asset Management
Fisher Asset Management
Washington
$3.05B +$3.06B 5 7.92% New
43
Allianz Asset Management
Allianz Asset Management
Germany
$3.05B +$2.95B 10 4.33% New
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.04B +$3.02B 9 5.33% New
45
OppenheimerFunds
OppenheimerFunds
New York
$3.03B +$2.96B 7 4.37% New
46
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.94B +$2.92B 12 5.25% New
47
Managed Account Advisors
Managed Account Advisors
New Jersey
$2.89B +$2.86B 11 4.45% New
48
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.88B +$2.89B 4 15.41% New
49
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.71B +$2.42B 5 10.19% New
50
Credit Suisse
Credit Suisse
Switzerland
$2.7B +$2.66B 12 2.73% New
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