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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	$11B	-$515M	14	5.58%	Reduced
27	Massachusetts Financial Services Boston, Massachusetts	$9.38B	-$336M	12	4.39%	Reduced
28	Legal & General Group London, United Kingdom	$8.47B	+$319M	20	7.18%	Increased
29	UBS AM Chicago, Illinois	$8.32B	+$117M	15	8.48%	Increased
30	AllianceBernstein Nashville, Tennessee	$8.01B	-$105M	15	6.38%	Reduced
31	Janus Henderson Investors US Denver, Colorado	$7.89B	-$143M	12	6.45%	Reduced
32	American Century Companies Kansas City, Missouri	$7.03B	-$4.72M	12	7.3%	Reduced
33	Loomis, Sayles & Company Boston, Massachusetts	$6.83B	+$55.5M	12	17.02%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.75B	+$646M	21	4.99%	Increased
35	Eagle Capital Management (New York) New York	$6.52B	-$192M	7	26.63%	Reduced
36	Swiss National Bank Zurich, Switzerland	$6.45B	+$1.29B	15	8.03%	Increased
37	Charles Schwab San Francisco, California	$6.1B	+$206M	19	6.11%	Increased
38	Sands Capital Management Arlington, Virginia	$5.83B	-$168M	6	18.29%	Reduced
39	OppenheimerFunds New York	$5.74B	-$174M	12	6.95%	Reduced
40	Schroder Investment Management Group London, United Kingdom	$5.5B	-$56.6M	14	9.88%	Reduced
41	New York State Common Retirement Fund Albany, New York	$5.42B	+$19.5M	19	7.3%	Increased
42	Fisher Asset Management Camas, Washington	$5.39B	+$274M	9	8.63%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$5.3B	+$17.5M	11	8.19%	Increased
44	UBS Group Zurich, Switzerland	$5.27B	+$348M	22	2.88%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$5.09B	+$82.9M	21	2.74%	Increased
46	Viking Global Investors Stamford, Connecticut	$4.97B	-$409M	4	21.97%	Reduced
47	HSBC Holdings London, United Kingdom	$4.86B	+$588M	14	10.15%	Increased
48	Credit Suisse Zurich, Switzerland	$4.77B	+$45.6M	18	4.3%	Increased
49	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$4.75B	+$546M	19	6.01%	Increased
50	ClearBridge Investments New York	$4.73B	+$127M	12	4.76%	Increased