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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	$9.41B	-$220M	14	5.61%	Reduced
27	Franklin Resources San Mateo, California	$9.34B	-$132M	13	4.96%	Reduced
28	Goldman Sachs New York	$9.3B	+$408M	19	3.06%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$8.25B	+$204M	9	4.29%	Increased
30	UBS AM Chicago, Illinois	$7.02B	+$476M	13	8.14%	Increased
31	AllianceBernstein Nashville, Tennessee	$6.83B	+$278M	16	5.81%	Increased
32	Eagle Capital Management (New York) New York	$6.77B	-$347M	7	28.33%	Reduced
33	Legal & General Group London, United Kingdom	$6.41B	+$140M	13	7.09%	Increased
34	Janus Henderson Investors US Denver, Colorado	$5.83B	+$117M	12	5.05%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.46B	-$912M	18	4.11%	Reduced
36	Sands Capital Management Arlington, Virginia	$5.3B	+$59.6M	5	15.67%	Increased
37	American Century Companies Kansas City, Missouri	$5.08B	-$198M	12	5.93%	Reduced
38	Harris Associates Chicago, Illinois	$5.03B	-$501M	5	9.47%	Reduced
39	OppenheimerFunds New York	$4.97B	+$51.2M	10	6.59%	Increased
40	BlackRock Investment Management Wilmington, Delaware	$4.83B	+$268M	16	6.29%	Increased
41	Loomis, Sayles & Company Boston, Massachusetts	$4.74B	+$304M	8	13.46%	Increased
42	BlackRock Advisors Wilmington, Delaware	$4.61B	+$268M	15	4.84%	Increased
43	Viking Global Investors Stamford, Connecticut	$4.5B	+$558M	4	19.82%	Increased
44	New York State Common Retirement Fund Albany, New York	$4.47B	+$50.1M	16	6.83%	Increased
45	Fisher Asset Management Camas, Washington	$4.41B	+$60.2M	8	8.39%	Increased
46	Charles Schwab San Francisco, California	$4.41B	+$147M	16	5.8%	Increased
47	Allianz Asset Management Munich, Germany	$4.36B	-$40.6M	11	4.96%	Reduced
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.33B	+$115M	12	7.58%	Increased
49	Waddell & Reed Financial Overland Park, Kansas	$4.27B	-$425M	8	8.01%	Reduced
50	Magellan Asset Management Sydney, Australia	$4.2B	-$125M	5	22.65%	Reduced