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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	Franklin Resources San Mateo, California	$6.64B	+$281M	11	3.01%	Increased
27	Massachusetts Financial Services Boston, Massachusetts	$6.63B	+$270M	6	3.37%	Increased
28	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$6.26B	-$364M	9	20.19%	Reduced
29	Harris Associates Chicago, Illinois	$6.08B	-$254M	5	9.71%	Reduced
30	Jennison Associates New York	$6.08B	-$453M	7	5.57%	Reduced
31	Bank of America Charlotte, North Carolina	$5.94B	-$255M	15	1.93%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.91B	-$548M	15	3.78%	Reduced
33	UBS AM Chicago, Illinois	$5.72B	-$219M	11	5.47%	Reduced
34	Eagle Capital Management (New York) New York	$5.7B	+$185M	6	22.42%	Increased
35	Janus Henderson Investors US Denver, Colorado	$4.76B	-$16.4M	10	3.91%	Reduced
36	Temasek Holdings Singapore	$4.68B	+$324M	1	29.27%	Increased
37	AllianceBernstein Nashville, Tennessee	$4.55B	+$383M	12	3.76%	Increased
38	Legal & General Group London, United Kingdom	$4.5B	+$116M	11	5.29%	Increased
39	Davis Selected Advisers Tucson, Arizona	$4.43B	-$124M	5	15.49%	Reduced
40	First Eagle Investment Management New York	$4.13B	+$99.5M	6	9.85%	Increased
41	Magellan Asset Management Sydney, Australia	$4.11B	+$8.21M	4	25.77%	Increased
42	BlackRock Investment Management Wilmington, Delaware	$3.74B	+$345M	12	4.64%	Increased
43	OppenheimerFunds New York	$3.65B	+$648M	9	4.18%	Increased
44	New York State Common Retirement Fund Albany, New York	$3.61B	-$64.8M	12	5.27%	Reduced
45	Loomis, Sayles & Company Boston, Massachusetts	$3.58B	+$532M	8	9.79%	Increased
46	Viking Global Investors Stamford, Connecticut	$3.56B	+$1.63B	3	13.46%	Increased
47	Managed Account Advisors Jersey City, New Jersey	$3.5B	+$117M	14	2.89%	Increased
48	Waddell & Reed Financial Overland Park, Kansas	$3.45B	+$477M	6	4.92%	Increased
49	UBS Group Zurich, Switzerland	$3.44B	-$68.3M	15	2.29%	Reduced
50	BlackRock Advisors Wilmington, Delaware	$3.39B	+$11.3M	12	3.53%	Increased