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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	Janus Henderson Group London,	$11.5B	-$169M	13	6.98%	Reduced
27	UBS AM Chicago, Illinois	$11.2B	+$264M	20	9.49%	Increased
28	Legal & General Group London, United Kingdom	$11B	-$60.5M	19	7.98%	Reduced
29	Dodge & Cox San Francisco, California	$11B	-$1.23B	9	8.54%	Reduced
30	HSBC Holdings London, United Kingdom	$9.6B	+$531M	16	13.9%	Increased
31	AllianceBernstein Nashville, Tennessee	$9.41B	-$64.5M	19	6.73%	Reduced
32	Loomis, Sayles & Company Boston, Massachusetts	$9.32B	+$210M	11	19.39%	Increased
33	Swiss National Bank Zurich, Switzerland	$8.31B	+$9.24M	18	8.98%	Increased
34	Charles Schwab San Francisco, California	$8.29B	+$361M	19	6.58%	Increased
35	UBS Group Zurich, Switzerland	$8.16B	+$748M	25	3.35%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$8.15B	+$74.4M	22	5.22%	Increased
37	American Century Companies Kansas City, Missouri	$8.04B	-$237M	13	8.01%	Reduced
38	Royal Bank of Canada Toronto, Ontario, Canada	$7.47B	+$716M	24	3.28%	Increased
39	Fisher Asset Management Camas, Washington	$7.4B	+$201M	8	9.66%	Increased
40	Schroder Investment Management Group London, United Kingdom	$7.16B	-$25.9M	12	11.72%	Reduced
41	Eagle Capital Management (New York) New York	$7.15B	-$113M	7	26.54%	Reduced
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$7.09B	+$151M	12	9.15%	Increased
43	ClearBridge Investments New York	$7.06B	+$641M	14	6.52%	Increased
44	OppenheimerFunds New York	$7.03B	+$369M	14	8.49%	Increased
45	Sands Capital Management Arlington, Virginia	$6.74B	-$16.4M	6	20.44%	Reduced
46	New York State Common Retirement Fund Albany, New York	$6.64B	-$37M	20	7.99%	Reduced
47	Temasek Holdings Singapore	$6.27B	$0	2	38.57%	Maintained
48	Allianz Asset Management Munich, Germany	$6.13B	+$310M	15	4.82%	Increased
49	Dimensional Fund Advisors Austin, Texas	$6.04B	+$64.3M	16	2.51%	Increased
50	AQR Capital Management Greenwich, Connecticut	$5.97B	+$1.01B	16	6.27%	Increased