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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	$6.6B	-$324M	7	7.93%	Reduced
27	Jennison Associates New York	$6.5B	-$571M	4	6.38%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.1B	-$909M	14	4.39%	Reduced
29	Dodge & Cox San Francisco, California	$5.66B	-$94.5M	4	5.9%	Reduced
30	Franklin Resources San Mateo, California	$5.6B	-$307M	10	2.74%	Reduced
31	Bank of America Charlotte, North Carolina	$5.43B	-$686M	14	1.96%	Reduced
32	Sands Capital Management Arlington, Virginia	$5.31B	-$626M	3	13.89%	Reduced
33	UBS AM Chicago, Illinois	$5.11B	-$502M	10	5.85%	Reduced
34	Janus Henderson Investors US Denver, Colorado	$5.11B	-$538M	10	4.81%	Reduced
35	Legal & General Group London, United Kingdom	$4.88B	+$9.89M	10	5.9%	Increased
36	BlackRock Advisors Wilmington, Delaware	$4.41B	-$560M	12	4.24%	Reduced
37	AllianceBernstein Nashville, Tennessee	$4.37B	-$396M	13	3.9%	Reduced
38	American Century Companies Kansas City, Missouri	$4.36B	-$277M	9	5.13%	Reduced
39	Brown Brothers Harriman & Co New York	$4.3B	+$1.87B	7	9.7%	Increased
40	Neuberger Berman Group New York	$4.14B	-$99.9M	8	4.25%	Reduced
41	Eagle Capital Management (New York) New York	$3.8B	+$156M	4	16.23%	Increased
42	Davis Selected Advisers Tucson, Arizona	$3.78B	-$53M	5	9.23%	Reduced
43	BlackRock Investment Management Wilmington, Delaware	$3.58B	+$66.2M	13	5.32%	Increased
44	Credit Suisse Zurich, Switzerland	$3.58B	+$429M	13	3.25%	Increased
45	California Public Employees Retirement System Sacramento, California	$3.53B	+$480M	12	5.11%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.34B	+$17.2M	11	5.2%	Increased
47	Fisher Asset Management Camas, Washington	$3.33B	-$319M	5	7.55%	Reduced
48	Allianz Asset Management Munich, Germany	$3.33B	+$56.5M	11	4.24%	Increased
49	First Eagle Investment Management New York	$3.33B	+$578M	7	9.06%	Increased
50	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.32B	+$18.6M	4	5.3%	Increased