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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	Goldman Sachs New York	$10.9B	+$892M	21	3.3%	Increased
27	Ameriprise Minneapolis, Minnesota	$10.7B	+$228M	15	5.99%	Increased
28	Franklin Resources San Mateo, California	$10.7B	+$182M	15	5.57%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$8.92B	-$79.7M	11	4.35%	Reduced
30	UBS AM Chicago, Illinois	$8.14B	+$96.7M	15	8.77%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$7.75B	+$584M	19	5.48%	Increased
32	Legal & General Group London, United Kingdom	$7.33B	-$3.96M	14	7.43%	Reduced
33	AllianceBernstein Nashville, Tennessee	$7.32B	-$201M	16	6.17%	Reduced
34	Janus Henderson Investors US Denver, Colorado	$7.27B	+$62M	13	6.14%	Increased
35	American Century Companies Kansas City, Missouri	$6.66B	+$396M	12	7.32%	Increased
36	Eagle Capital Management (New York) New York	$6.43B	-$450M	7	27.73%	Reduced
37	Sands Capital Management Arlington, Virginia	$6.17B	-$161M	5	18.16%	Reduced
38	Loomis, Sayles & Company Boston, Massachusetts	$6.07B	+$219M	12	15.36%	Increased
39	Viking Global Investors Stamford, Connecticut	$5.76B	+$211M	6	24.83%	Increased
40	OppenheimerFunds New York	$5.6B	+$123M	12	7.03%	Increased
41	Schroder Investment Management Group London, United Kingdom	$5.43B	+$191M	12	10.15%	Increased
42	BlackRock Investment Management Wilmington, Delaware	$5.39B	-$105M	19	6.62%	Reduced
43	Charles Schwab San Francisco, California	$5.15B	+$103M	18	6.05%	Increased
44	Credit Suisse Zurich, Switzerland	$5.12B	+$395M	18	4.85%	Increased
45	New York State Common Retirement Fund Albany, New York	$5.06B	-$9.61M	18	7.29%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.98B	+$57.5M	11	8.17%	Increased
47	Allianz Asset Management Munich, Germany	$4.73B	+$8.99M	12	4.6%	Increased
48	Swiss National Bank Zurich, Switzerland	$4.71B	-$28.6M	14	7.55%	Reduced
49	Fisher Asset Management Camas, Washington	$4.67B	+$6.8M	8	8.29%	Increased
50	BlackRock Advisors Wilmington, Delaware	$4.63B	-$504M	19	4.76%	Reduced