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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	UBS AM Chicago, Illinois	$15.6B	+$113M	20	11.62%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$15.6B	+$313M	24	7.88%	Increased
28	Massachusetts Financial Services Boston, Massachusetts	$14B	-$568M	11	5.77%	Reduced
29	Legal & General Group London, United Kingdom	$13.1B	+$162M	20	9.41%	Increased
30	UBS Group Zurich, Switzerland	$13B	+$1.23B	27	5.16%	Increased
31	AllianceBernstein Nashville, Tennessee	$12.6B	+$483M	19	8.21%	Increased
32	Franklin Resources San Mateo, California	$12.4B	-$648M	16	6.2%	Reduced
33	Charles Schwab San Francisco, California	$11.7B	+$517M	20	7.82%	Increased
34	Loomis, Sayles & Company Boston, Massachusetts	$11.1B	-$142M	11	21.8%	Reduced
35	Dodge & Cox San Francisco, California	$10.9B	-$852M	9	8.37%	Reduced
36	American Century Companies Kansas City, Missouri	$10.1B	-$48.3M	16	9.8%	Reduced
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$10B	+$159M	12	10.74%	Increased
38	Fisher Asset Management Camas, Washington	$9.64B	+$134M	8	11.7%	Increased
39	Swiss National Bank Zurich, Switzerland	$9.43B	-$342M	18	10.51%	Reduced
40	ClearBridge Investments New York	$9.37B	+$317M	13	8.07%	Increased
41	Royal Bank of Canada Toronto, Ontario, Canada	$9.36B	-$104M	25	3.89%	Reduced
42	OppenheimerFunds New York	$8.74B	+$790M	17	10.15%	Increased
43	Dimensional Fund Advisors Austin, Texas	$8.52B	+$94.2M	19	3.24%	Increased
44	HSBC Holdings London, United Kingdom	$8.45B	-$30.9M	18	13.6%	Reduced
45	Bank of Montreal Toronto, Ontario, Canada	$8.34B	-$1.14B	24	6.53%	Reduced
46	New York State Common Retirement Fund Albany, New York	$8.05B	-$138M	19	9.53%	Reduced
47	Parametric Portfolio Associates Seattle, Washington	$8.04B	+$150M	20	7.03%	Increased
48	AQR Capital Management Greenwich, Connecticut	$8.02B	-$11.4M	18	7.67%	Reduced
49	Allianz Asset Management Munich, Germany	$7.98B	+$318M	18	7.23%	Increased
50	Eagle Capital Management (New York) New York	$7.8B	-$413M	7	26.75%	Reduced