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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	$9.31B	+$275M	13	5.01%	Increased
27	Ameriprise Minneapolis, Minnesota	$9.12B	-$216M	15	5.34%	Reduced
28	Goldman Sachs New York	$8.74B	-$573M	20	2.85%	Reduced
29	Massachusetts Financial Services Boston, Massachusetts	$8.14B	-$60.9M	10	4.1%	Reduced
30	UBS AM Chicago, Illinois	$7.01B	+$67.5M	15	7.92%	Increased
31	AllianceBernstein Nashville, Tennessee	$6.71B	+$140M	16	5.78%	Increased
32	Legal & General Group London, United Kingdom	$6.54B	+$222M	14	6.9%	Increased
33	Eagle Capital Management (New York) New York	$6.34B	-$387M	7	27.26%	Reduced
34	Janus Henderson Investors US Denver, Colorado	$6.33B	+$638M	13	5.37%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.27B	+$938M	18	4.43%	Increased
36	American Century Companies Kansas City, Missouri	$5.52B	+$464M	13	6.27%	Increased
37	Sands Capital Management Arlington, Virginia	$5.26B	-$175M	5	16.25%	Reduced
38	Loomis, Sayles & Company Boston, Massachusetts	$5.1B	+$259M	10	13.86%	Increased
39	BlackRock Investment Management Wilmington, Delaware	$4.89B	+$139M	17	6.19%	Increased
40	Viking Global Investors Stamford, Connecticut	$4.8B	+$49.6M	5	20.39%	Increased
41	Harris Associates Chicago, Illinois	$4.64B	-$169M	4	9.35%	Reduced
42	OppenheimerFunds New York	$4.63B	-$212M	10	6.07%	Reduced
43	BlackRock Advisors Wilmington, Delaware	$4.58B	+$132M	18	4.65%	Increased
44	New York State Common Retirement Fund Albany, New York	$4.53B	+$130M	17	6.61%	Increased
45	Charles Schwab San Francisco, California	$4.52B	+$171M	17	5.66%	Increased
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.36B	+$70.1M	12	7.51%	Increased
47	Schroder Investment Management Group London, United Kingdom	$4.35B	+$413M	11	8.73%	Increased
48	Temasek Holdings Singapore	$4.3B	+$511M	1	33.6%	Increased
49	Fisher Asset Management Camas, Washington	$4.24B	-$332M	8	7.87%	Reduced
50	Swiss National Bank Zurich, Switzerland	$4.21B	+$351M	14	6.81%	Increased