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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,	$24.7B	-$293M	19	11.27%	Reduced
27	Charles Schwab San Francisco, California	$24.5B	-$748M	26	8.97%	Reduced
28	Baillie Gifford & Co Edinburgh, United Kingdom	$24.2B	-$1.09B	13	13.52%	Reduced
29	Royal Bank of Canada Toronto, Ontario, Canada	$23.4B	-$3.46B	35	6.79%	Reduced
30	Jennison Associates New York	$22.6B	-$535M	10	16.56%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$20.6B	+$610M	30	11.08%	Increased
32	UBS Group Zurich, Switzerland	$19.8B	+$1.69B	34	6.56%	Increased
33	Fisher Asset Management Camas, Washington	$19.7B	+$374M	10	13.87%	Increased
34	Swiss National Bank Zurich, Switzerland	$19.2B	+$349M	25	12.83%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$19.1B	-$428M	19	11.96%	Reduced
36	Parametric Portfolio Associates Seattle, Washington	$17.9B	+$395M	27	10.25%	Increased
37	Primecap Management Pasadena, California	$17.8B	+$48.1M	11	12.44%	Increased
38	Franklin Resources San Mateo, California	$17.6B	-$136M	18	7.17%	Reduced
39	Amundi Asset Management US Boston, Massachusetts	$16.3B	+$939M	22	12.48%	Increased
40	American Century Companies Kansas City, Missouri	$16.1B	+$241M	20	11.83%	Increased
41	Loomis, Sayles & Company Boston, Massachusetts	$16B	-$101M	17	20.73%	Reduced
42	Dimensional Fund Advisors Austin, Texas	$14.9B	-$217M	24	4.92%	Reduced
43	ClearBridge Investments New York	$12.6B	-$111M	13	9.41%	Reduced
44	Dodge & Cox San Francisco, California	$12.6B	+$265M	9	9%	Increased
45	Credit Suisse Zurich, Switzerland	$12.3B	-$2.27B	28	6.31%	Reduced
46	California Public Employees Retirement System Sacramento, California	$12.3B	-$937M	27	9.37%	Reduced
47	TCI Fund Management London, United Kingdom	$12.2B	+$1.42B	3	35.45%	Increased
48	Bank of Montreal Toronto, Ontario, Canada	$12.2B	-$63.1M	32	7.93%	Reduced
49	Magellan Asset Management Sydney, Australia	$11.8B	-$280M	5	24.65%	Reduced
50	Schroder Investment Management Group London, United Kingdom	$11.4B	+$12.1M	17	14.73%	Increased