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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	Primecap Management Pasadena, California	$16.3B	-$548M	11	13%	Reduced
27	Jennison Associates New York	$16B	-$482M	10	16.9%	Reduced
28	AllianceBernstein Nashville, Tennessee	$14.8B	-$156M	21	9.2%	Reduced
29	UBS Group Zurich, Switzerland	$14.1B	-$875M	30	5.42%	Reduced
30	Charles Schwab San Francisco, California	$13.9B	+$278M	22	8.2%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$13.2B	-$284M	8	5.29%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$12.8B	-$1.15B	23	8.91%	Reduced
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.5B	+$134M	14	10.82%	Increased
34	Fisher Asset Management Camas, Washington	$11.2B	+$555M	9	12.32%	Increased
35	Royal Bank of Canada Toronto, Ontario, Canada	$11.2B	+$115M	29	4.43%	Increased
36	ClearBridge Investments New York	$11.2B	+$254M	16	9.76%	Increased
37	Loomis, Sayles & Company Boston, Massachusetts	$11B	+$28.6M	9	21.15%	Increased
38	Franklin Resources San Mateo, California	$10.7B	-$290M	18	5.83%	Reduced
39	Swiss National Bank Zurich, Switzerland	$10.3B	+$315M	20	10.91%	Increased
40	Dodge & Cox San Francisco, California	$10.2B	-$726M	10	8.39%	Reduced
41	American Century Companies Kansas City, Missouri	$9.81B	+$212M	14	9.84%	Increased
42	Dimensional Fund Advisors Austin, Texas	$9.36B	+$344M	21	3.64%	Increased
43	Parametric Portfolio Associates Seattle, Washington	$9.1B	+$140M	21	7.34%	Increased
44	Magellan Asset Management Sydney, Australia	$8.8B	+$816M	6	25.28%	Increased
45	Schroder Investment Management Group London, United Kingdom	$8.26B	-$6.79B	15	14.57%	Reduced
46	New York State Common Retirement Fund Albany, New York	$7.91B	+$76.3M	22	10.01%	Increased
47	Eagle Capital Management (New York) New York	$7.67B	-$111M	6	26.97%	Reduced
48	HSBC Holdings London, United Kingdom	$7.61B	+$232M	20	14.2%	Increased
49	Bank of Montreal Toronto, Ontario, Canada	$7.58B	+$261M	24	6.55%	Increased
50	California Public Employees Retirement System Sacramento, California	$7.52B	+$1.78B	21	7.47%	Increased