← All themes

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	Goldman Sachs New York	$24.6B	+$403M	29	6.33%	Increased
27	Ameriprise Minneapolis, Minnesota	$24.3B	-$241M	26	8.61%	Reduced
28	Charles Schwab San Francisco, California	$24B	+$128M	26	9.51%	Increased
29	Janus Henderson Group London,	$23.9B	-$138M	17	11.09%	Reduced
30	Jennison Associates New York	$22.7B	-$692M	9	16.18%	Reduced
31	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.8B	-$1.94B	18	12.17%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$18.8B	-$112M	28	11.5%	Reduced
33	Fisher Asset Management Camas, Washington	$18.8B	+$752M	10	14.05%	Increased
34	Swiss National Bank Zurich, Switzerland	$18B	-$462M	25	12.82%	Reduced
35	UBS Group Zurich, Switzerland	$17.4B	-$135M	36	5.89%	Reduced
36	Franklin Resources San Mateo, California	$17.3B	-$857M	19	7.33%	Reduced
37	Parametric Portfolio Associates Seattle, Washington	$16.5B	+$41.5M	25	10.32%	Increased
38	Primecap Management Pasadena, California	$16.5B	-$1.18B	11	12.27%	Reduced
39	Loomis, Sayles & Company Boston, Massachusetts	$15.5B	-$672M	16	20.46%	Reduced
40	American Century Companies Kansas City, Missouri	$15.1B	-$62.7M	19	11.74%	Reduced
41	Amundi Asset Management US Boston, Massachusetts	$14.6B	+$464M	21	12.39%	Increased
42	Dimensional Fund Advisors Austin, Texas	$14.4B	+$150M	24	5.19%	Increased
43	Credit Suisse Zurich, Switzerland	$14.1B	+$1.62B	27	6.89%	Increased
44	California Public Employees Retirement System Sacramento, California	$12.6B	+$413M	27	9.73%	Increased
45	ClearBridge Investments New York	$12.6B	-$625M	13	9.73%	Reduced
46	Magellan Asset Management Sydney, Australia	$11.2B	-$500M	5	25.93%	Reduced
47	Allianz Asset Management Munich, Germany	$11.1B	+$774M	21	10.95%	Increased
48	Schroder Investment Management Group London, United Kingdom	$11B	-$575M	17	15.6%	Reduced
49	Dodge & Cox San Francisco, California	$10.8B	-$765M	9	8.52%	Reduced
50	New York State Common Retirement Fund Albany, New York	$10.6B	-$412M	25	11.82%	Reduced