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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	Massachusetts Financial Services Boston, Massachusetts	$10.6B	-$224M	12	4.6%	Reduced
27	Janus Henderson Group London,	$10.4B	-$317M	13	6.67%	Reduced
28	UBS AM Chicago, Illinois	$9.98B	+$64.4M	16	9.09%	Increased
29	Legal & General Group London, United Kingdom	$9.98B	+$385M	19	7.5%	Increased
30	AllianceBernstein Nashville, Tennessee	$8.65B	-$202M	19	6.48%	Reduced
31	HSBC Holdings London, United Kingdom	$8.63B	+$189M	16	13.83%	Increased
32	Loomis, Sayles & Company Boston, Massachusetts	$8.42B	-$79.9M	12	18.36%	Reduced
33	American Century Companies Kansas City, Missouri	$7.51B	-$364M	14	7.6%	Reduced
34	Swiss National Bank Zurich, Switzerland	$7.45B	-$13.2M	17	8.48%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$7.37B	-$76.6M	21	5.05%	Reduced
36	Charles Schwab San Francisco, California	$7.08B	+$181M	19	6.18%	Increased
37	Schroder Investment Management Group London, United Kingdom	$6.83B	-$327M	12	11.86%	Reduced
38	UBS Group Zurich, Switzerland	$6.69B	+$400M	24	3.1%	Increased
39	Eagle Capital Management (New York) New York	$6.61B	-$315M	7	25.52%	Reduced
40	Fisher Asset Management Camas, Washington	$6.56B	+$129M	9	9.2%	Increased
41	OppenheimerFunds New York	$6.3B	-$805M	13	7.74%	Reduced
42	Temasek Holdings Singapore	$6.26B	$0	2	36.43%	Maintained
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$6.25B	+$37.6M	12	8.82%	Increased
44	Sands Capital Management Arlington, Virginia	$6.22B	-$694M	6	18.64%	Reduced
45	Royal Bank of Canada Toronto, Ontario, Canada	$6.08B	+$126M	21	2.92%	Increased
46	New York State Common Retirement Fund Albany, New York	$5.97B	+$24M	19	7.63%	Increased
47	ClearBridge Investments New York	$5.62B	+$121M	13	5.4%	Increased
48	Dimensional Fund Advisors Austin, Texas	$5.38B	-$74M	16	2.35%	Reduced
49	Berkshire Hathaway Omaha, Nebraska	$5.37B	-$2.49B	1	3.02%	Reduced
50	Harris Associates Chicago, Illinois	$5.37B	-$5.19M	4	9.06%	Reduced