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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	Ameriprise Minneapolis, Minnesota	$9.86B	+$752M	14	5.79%	Increased
27	Franklin Resources San Mateo, California	$9.44B	+$460M	14	4.78%	Increased
28	Goldman Sachs New York	$9.05B	+$66M	18	2.84%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$7.89B	+$476M	11	4.21%	Increased
30	Eagle Capital Management (New York) New York	$7.16B	-$1.06M	7	29.28%	Reduced
31	UBS AM Chicago, Illinois	$6.62B	+$2.17B	13	7.54%	Increased
32	AllianceBernstein Nashville, Tennessee	$6.53B	+$305M	15	5.55%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.45B	+$692M	18	4.46%	Increased
34	Legal & General Group London, United Kingdom	$6.29B	+$513M	13	7.11%	Increased
35	Janus Henderson Investors US Denver, Colorado	$5.84B	+$183M	13	4.98%	Increased
36	Sands Capital Management Arlington, Virginia	$5.52B	+$94.7M	5	14.22%	Increased
37	American Century Companies Kansas City, Missouri	$5.44B	+$222M	11	6.37%	Increased
38	Harris Associates Chicago, Illinois	$5.39B	-$1.03B	5	9.14%	Reduced
39	OppenheimerFunds New York	$5.02B	+$328M	10	6.38%	Increased
40	Waddell & Reed Financial Overland Park, Kansas	$4.85B	+$48.4M	8	7.87%	Increased
41	BlackRock Investment Management Wilmington, Delaware	$4.6B	-$23.1M	16	5.9%	Reduced
42	Loomis, Sayles & Company Boston, Massachusetts	$4.52B	-$106M	9	12.75%	Reduced
43	Capital International Investors Los Angeles, California	$4.5B	+$764M	8	6.94%	Increased
44	Allianz Asset Management Munich, Germany	$4.46B	+$54.6M	13	5.05%	Increased
45	New York State Common Retirement Fund Albany, New York	$4.45B	-$46.5M	15	6.83%	Reduced
46	Fisher Asset Management Camas, Washington	$4.42B	+$65.7M	8	8.52%	Increased
47	BlackRock Advisors Wilmington, Delaware	$4.33B	-$174M	15	4.58%	Reduced
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.31B	+$1.41B	12	7.7%	Increased
49	First Eagle Investment Management New York	$4.29B	-$164M	8	10.72%	Reduced
50	Charles Schwab San Francisco, California	$4.28B	+$255M	16	5.75%	Increased