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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	$10.6B	-$249M	15	5.49%	Reduced
27	TIAA CREF Investment Management New York	$10.5B	-$350M	18	7.85%	Reduced
28	Ameriprise Minneapolis, Minnesota	$10.5B	-$11.4M	18	5.75%	Reduced
29	Massachusetts Financial Services Boston, Massachusetts	$8.76B	+$89.1M	11	4.28%	Increased
30	AllianceBernstein Nashville, Tennessee	$7.44B	+$116M	17	6.2%	Increased
31	Legal & General Group London, United Kingdom	$7.44B	+$113M	20	6.94%	Increased
32	UBS AM Chicago, Illinois	$7.39B	-$571M	14	8.29%	Reduced
33	Janus Henderson Investors US Denver, Colorado	$7.37B	+$97.6M	13	6.2%	Increased
34	American Century Companies Kansas City, Missouri	$6.35B	-$158M	12	6.84%	Reduced
35	Eagle Capital Management (New York) New York	$6.03B	-$337M	7	25.52%	Reduced
36	Loomis, Sayles & Company Boston, Massachusetts	$5.92B	+$233M	12	14.53%	Increased
37	BlackRock Investment Management Wilmington, Delaware	$5.55B	+$187M	19	6.43%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.52B	-$2.12B	20	4.44%	Reduced
39	Charles Schwab San Francisco, California	$5.41B	+$232M	19	5.93%	Increased
40	OppenheimerFunds New York	$5.22B	-$11M	12	6.61%	Reduced
41	Sands Capital Management Arlington, Virginia	$5.2B	-$406M	5	18.12%	Reduced
42	Viking Global Investors Stamford, Connecticut	$4.93B	-$644M	5	22.42%	Reduced
43	New York State Common Retirement Fund Albany, New York	$4.93B	-$132M	18	6.97%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.83B	-$95.9M	11	7.89%	Reduced
45	Schroder Investment Management Group London, United Kingdom	$4.8B	-$216M	13	9.18%	Reduced
46	BlackRock Advisors Wilmington, Delaware	$4.76B	+$193M	19	4.82%	Increased
47	Allianz Asset Management Munich, Germany	$4.66B	+$8.41M	12	4.16%	Increased
48	Swiss National Bank Zurich, Switzerland	$4.66B	-$12.6M	15	7.35%	Reduced
49	Royal Bank of Canada Toronto, Ontario, Canada	$4.55B	+$226M	21	2.47%	Increased
50	Fisher Asset Management Camas, Washington	$4.54B	+$40.9M	8	7.9%	Increased