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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	Massachusetts Financial Services Boston, Massachusetts	$7.11B	-$199M	7	3.76%	Reduced
27	Franklin Resources San Mateo, California	$6.79B	-$287M	11	3.1%	Reduced
28	Goldman Sachs New York	$6.64B	-$966M	14	2.11%	Reduced
29	Jennison Associates New York	$6.63B	+$935M	6	6.15%	Increased
30	Bank of America Charlotte, North Carolina	$6.49B	+$294M	15	2.1%	Increased
31	UBS AM Chicago, Illinois	$6.08B	+$146M	11	6.03%	Increased
32	Harris Associates Chicago, Illinois	$5.46B	+$568M	5	8.96%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.38B	-$185M	15	3.34%	Reduced
34	Sands Capital Management Arlington, Virginia	$5.14B	+$455M	5	12.78%	Increased
35	Janus Henderson Investors US Denver, Colorado	$5.09B	+$134M	11	4.65%	Increased
36	Silver Lake Group Menlo Park, California	$4.86B	+$4.91B	1	68.18%	New
37	Legal & General Group London, United Kingdom	$4.68B	-$194M	10	5.61%	Reduced
38	Davis Selected Advisers Tucson, Arizona	$4.59B	+$766M	6	14.26%	Increased
39	AllianceBernstein Nashville, Tennessee	$4.53B	+$186M	13	3.81%	Increased
40	Eagle Capital Management (New York) New York	$4.49B	+$298M	5	17.32%	Increased
41	Credit Suisse Zurich, Switzerland	$4.09B	+$809M	13	3.34%	Increased
42	First Eagle Investment Management New York	$4B	+$72.6M	7	9.93%	Increased
43	Allianz Asset Management Munich, Germany	$3.74B	+$285M	12	4.51%	Increased
44	American Century Companies Kansas City, Missouri	$3.72B	-$125M	10	4.34%	Reduced
45	California Public Employees Retirement System Sacramento, California	$3.68B	-$18.8M	14	5.09%	Reduced
46	OppenheimerFunds New York	$3.68B	+$176M	6	4.04%	Increased
47	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.62B	+$48.1M	12	5.35%	Increased
48	New York State Common Retirement Fund Albany, New York	$3.58B	+$82M	10	5.35%	Increased
49	BlackRock Advisors Wilmington, Delaware	$3.57B	+$21.8M	13	3.55%	Increased
50	BlackRock Investment Management Wilmington, Delaware	$3.52B	-$115M	12	4.92%	Reduced