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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	Primecap Management Pasadena, California	$5.84B	-$132M	8	7.69%	Reduced
27	Baillie Gifford & Co Edinburgh, United Kingdom	$5.77B	+$124M	5	14.6%	Increased
28	Jennison Associates New York	$5.74B	-$811M	7	6.01%	Reduced
29	Ameriprise Minneapolis, Minnesota	$5.62B	-$224M	12	3.68%	Reduced
30	Bank of America Charlotte, North Carolina	$5.47B	-$59.3M	13	2.18%	Reduced
31	Franklin Resources San Mateo, California	$5.2B	-$459M	10	2.77%	Reduced
32	Dodge & Cox San Francisco, California	$5.12B	+$290M	4	5.82%	Increased
33	UBS AM Chicago, Illinois	$4.88B	-$385M	12	6.03%	Reduced
34	Janus Henderson Investors US Denver, Colorado	$4.87B	+$364M	9	4.83%	Increased
35	Sands Capital Management Arlington, Virginia	$4.7B	-$349M	3	13.12%	Reduced
36	BlackRock Advisors Wilmington, Delaware	$4.28B	-$289M	12	4.31%	Reduced
37	Legal & General Group London, United Kingdom	$4.21B	-$48.3M	10	5.55%	Reduced
38	AllianceBernstein Nashville, Tennessee	$4.07B	+$87.1M	13	4.02%	Increased
39	American Century Companies Kansas City, Missouri	$3.98B	-$385M	10	4.99%	Reduced
40	Neuberger Berman Group New York	$3.74B	-$55.3M	7	4.16%	Reduced
41	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.22B	+$122M	4	5.67%	Increased
42	Fisher Asset Management Camas, Washington	$3.13B	-$2.59M	5	7.73%	Reduced
43	Eagle Capital Management (New York) New York	$3.09B	+$161M	4	15%	Increased
44	Davis Selected Advisers Tucson, Arizona	$3.08B	-$228M	5	7.99%	Reduced
45	BlackRock Investment Management Wilmington, Delaware	$3.03B	+$66.1M	12	5.01%	Increased
46	New York State Common Retirement Fund Albany, New York	$2.96B	-$105M	8	4.99%	Reduced
47	Managed Account Advisors Jersey City, New Jersey	$2.89B	-$59.8M	11	4.24%	Reduced
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.85B	+$242M	12	4.74%	Increased
49	Allianz Asset Management Munich, Germany	$2.82B	-$267M	10	3.72%	Reduced
50	Credit Suisse Zurich, Switzerland	$2.7B	-$10.2M	12	2.69%	Reduced