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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	$16.2B	-$201M	22	11.58%	Reduced
27	Janus Henderson Group London,	$16B	-$820M	19	8.67%	Reduced
28	Schroder Investment Management Group London, United Kingdom	$15B	+$7.83B	13	10.1%	Increased
29	UBS Group Zurich, Switzerland	$14.6B	+$714M	27	5.61%	Increased
30	AllianceBernstein Nashville, Tennessee	$14.4B	+$39.9M	21	8.92%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$13.6B	+$1.09B	26	7.99%	Increased
32	Charles Schwab San Francisco, California	$13.4B	+$337M	22	8.14%	Increased
33	Massachusetts Financial Services Boston, Massachusetts	$13.3B	-$513M	9	5.43%	Reduced
34	Amundi Asset Management US Boston, Massachusetts	$13B	-$104M	18	10.66%	Reduced
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.2B	+$39.9M	15	10.88%	Increased
36	Franklin Resources San Mateo, California	$11B	-$508M	18	5.87%	Reduced
37	Loomis, Sayles & Company Boston, Massachusetts	$11B	+$93.5M	9	20.48%	Increased
38	Royal Bank of Canada Toronto, Ontario, Canada	$10.8B	+$763M	26	4.35%	Increased
39	ClearBridge Investments New York	$10.8B	+$237M	16	9.34%	Increased
40	Fisher Asset Management Camas, Washington	$10.7B	+$300M	9	11.81%	Increased
41	Dodge & Cox San Francisco, California	$10.3B	-$207M	10	8.33%	Reduced
42	Swiss National Bank Zurich, Switzerland	$9.82B	-$153M	20	10.59%	Reduced
43	American Century Companies Kansas City, Missouri	$9.41B	-$483M	15	9.37%	Reduced
44	Dimensional Fund Advisors Austin, Texas	$9.05B	+$240M	21	3.51%	Increased
45	Parametric Portfolio Associates Seattle, Washington	$8.81B	+$104M	21	7.28%	Increased
46	Allianz Asset Management Munich, Germany	$8.26B	+$351M	19	7.67%	Increased
47	New York State Common Retirement Fund Albany, New York	$7.69B	-$95.2M	21	9.64%	Reduced
48	Magellan Asset Management Sydney, Australia	$7.64B	-$37.6M	6	21.99%	Reduced
49	Eagle Capital Management (New York) New York	$7.59B	-$163M	6	26.53%	Reduced
50	HSBC Holdings London, United Kingdom	$7.39B	-$281M	17	14.04%	Reduced