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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,	$27.6B	-$1.1B	22	12.07%	Reduced
27	Royal Bank of Canada Toronto, Ontario, Canada	$27.5B	+$86.7M	34	7.24%	Increased
28	Ameriprise Minneapolis, Minnesota	$27B	-$2.33B	27	8.63%	Reduced
29	Jennison Associates New York	$25.4B	-$592M	9	16.4%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$24.7B	+$596M	30	11.74%	Increased
31	Fisher Asset Management Camas, Washington	$22.7B	+$582M	11	14.12%	Increased
32	Swiss National Bank Zurich, Switzerland	$22.3B	-$214M	24	14.15%	Reduced
33	Parametric Portfolio Associates Seattle, Washington	$21.7B	+$133M	28	12.34%	Increased
34	UBS Group Zurich, Switzerland	$20.6B	+$973M	41	6.49%	Increased
35	Franklin Resources San Mateo, California	$20B	+$41.2M	21	7.54%	Increased
36	Baillie Gifford & Co Edinburgh, United Kingdom	$19.4B	-$3.85B	14	10.17%	Reduced
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$19B	-$963M	19	11.85%	Reduced
38	Primecap Management Pasadena, California	$18.3B	-$311M	11	12.91%	Reduced
39	American Century Companies Kansas City, Missouri	$18.2B	-$244M	19	12.46%	Reduced
40	Barclays London, United Kingdom	$18B	+$4.09B	25	8.1%	Increased
41	Amundi Paris, France	$17.6B	-$1.81B	20	12.35%	Reduced
42	Dimensional Fund Advisors Austin, Texas	$17.4B	+$281M	25	5.62%	Increased
43	Bank of Montreal Toronto, Ontario, Canada	$17.1B	+$179M	27	7.8%	Increased
44	Loomis, Sayles & Company Boston, Massachusetts	$17.1B	+$199M	12	20.97%	Increased
45	California Public Employees Retirement System Sacramento, California	$14.8B	+$479M	22	11.07%	Increased
46	TCI Fund Management London, United Kingdom	$14.2B	-$1.11B	3	34.16%	Reduced
47	Dodge & Cox San Francisco, California	$13.4B	+$295M	9	8.76%	Increased
48	Magellan Asset Management Sydney, Australia	$13.1B	+$1.03B	6	26.11%	Increased
49	HSBC Holdings London, United Kingdom	$13B	+$2.3B	25	13.05%	Increased
50	Allianz Asset Management Munich, Germany	$12.9B	-$101M	21	10.01%	Reduced