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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	$6.72B	-$468M	7	3.42%	Reduced
27	Goldman Sachs New York	$6.51B	-$15.2M	14	2.06%	Reduced
28	UBS AM Chicago, Illinois	$6.12B	+$293M	11	5.83%	Increased
29	Franklin Resources San Mateo, California	$6.07B	-$586M	11	2.75%	Reduced
30	Jennison Associates New York	$5.88B	-$477M	6	5.5%	Reduced
31	Silver Lake Group Menlo Park, California	$5.68B	$0	1	69.17%	Maintained
32	Harris Associates Chicago, Illinois	$5.49B	-$228M	5	8.53%	Reduced
33	Bank of America Charlotte, North Carolina	$5.37B	-$858M	15	1.92%	Reduced
34	Eagle Capital Management (New York) New York	$5.23B	+$493M	6	19.74%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.17B	-$86M	16	3.19%	Reduced
36	Janus Henderson Investors US Denver, Colorado	$5.05B	+$102M	11	4.33%	Increased
37	AllianceBernstein Nashville, Tennessee	$4.39B	+$29M	13	3.65%	Increased
38	Legal & General Group London, United Kingdom	$4.39B	-$119M	11	5.17%	Reduced
39	Sands Capital Management Arlington, Virginia	$4.24B	-$716M	5	10.08%	Reduced
40	Davis Selected Advisers Tucson, Arizona	$4.18B	-$159M	6	13.54%	Reduced
41	First Eagle Investment Management New York	$4.14B	-$71.2M	6	10.07%	Reduced
42	Credit Suisse Zurich, Switzerland	$4.01B	+$40.9M	13	3.57%	Increased
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.61B	+$69.1M	12	5.24%	Increased
44	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$3.59B	+$41M	3	4.81%	Increased
45	New York State Common Retirement Fund Albany, New York	$3.51B	+$36.9M	10	5.19%	Increased
46	BlackRock Advisors Wilmington, Delaware	$3.49B	+$898K	12	3.52%	Increased
47	ValueAct Holdings San Francisco, California	$3.45B	+$36.3K	1	21.61%	Increased
48	UBS Group Zurich, Switzerland	$3.4B	+$3.42B	16	2.37%	New
49	BlackRock Investment Management Wilmington, Delaware	$3.37B	-$41.4M	12	4.46%	Reduced
50	California Public Employees Retirement System Sacramento, California	$3.27B	-$143M	14	4.51%	Reduced