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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,	$28.2B	-$84.2M	17	12.09%	Reduced
27	Massachusetts Financial Services Boston, Massachusetts	$27.7B	-$698M	9	8.08%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$27.3B	+$633M	33	7.27%	Increased
29	Jennison Associates New York	$25.9B	-$3.72M	9	17.14%	Reduced
30	Baillie Gifford & Co Edinburgh, United Kingdom	$25B	-$2.33B	14	12.16%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$23.6B	+$105M	32	11.48%	Increased
32	Fisher Asset Management Camas, Washington	$22.7B	+$617M	11	14.24%	Increased
33	Swiss National Bank Zurich, Switzerland	$21.9B	-$97M	24	13.51%	Reduced
34	Parametric Portfolio Associates Seattle, Washington	$21B	+$526M	27	11.79%	Increased
35	Franklin Resources San Mateo, California	$19.9B	-$279M	19	7.59%	Reduced
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$19.7B	-$2.04B	18	11.64%	Reduced
37	UBS Group Zurich, Switzerland	$19.6B	-$2.46B	41	6.32%	Reduced
38	Primecap Management Pasadena, California	$19B	-$837M	11	12.78%	Reduced
39	Amundi Paris, France	$19B	+$18.1B	21	13.21%	New
40	American Century Companies Kansas City, Missouri	$18.1B	-$243M	21	12.37%	Reduced
41	Loomis, Sayles & Company Boston, Massachusetts	$17.2B	-$631M	11	20.91%	Reduced
42	Dimensional Fund Advisors Austin, Texas	$17.2B	+$346M	24	5.44%	Increased
43	Bank of Montreal Toronto, Ontario, Canada	$16B	+$2.54B	27	7.94%	Increased
44	TCI Fund Management London, United Kingdom	$14.5B	$0	3	36.06%	Maintained
45	ClearBridge Investments New York	$14.3B	-$16.2M	14	9.92%	Reduced
46	California Public Employees Retirement System Sacramento, California	$14B	-$142M	21	10.49%	Reduced
47	Barclays London, United Kingdom	$13.7B	+$1.45B	25	6.49%	Increased
48	Dodge & Cox San Francisco, California	$13.3B	-$658M	9	8.71%	Reduced
49	Allianz Asset Management Munich, Germany	$12.9B	+$26.8M	20	10.91%	Increased
50	Magellan Asset Management Sydney, Australia	$12.7B	-$637M	5	25.05%	Reduced