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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	Massachusetts Financial Services Boston, Massachusetts	$31.2B	-$5.36M	9	8.55%	Reduced
27	Ameriprise Minneapolis, Minnesota	$30.6B	+$1.42B	28	8.46%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$27.1B	-$19.2M	31	12.18%	Reduced
29	Wells Fargo San Francisco, California	$26.8B	-$9.52B	43	6.69%	Reduced
30	Jennison Associates New York	$26.6B	-$533M	9	16.87%	Reduced
31	Fisher Asset Management Camas, Washington	$25.8B	+$1.6B	12	14.42%	Increased
32	Parametric Portfolio Associates Seattle, Washington	$24.6B	+$556M	29	12.59%	Increased
33	Swiss National Bank Zurich, Switzerland	$23.5B	-$935M	26	14.14%	Reduced
34	Franklin Resources San Mateo, California	$22.3B	+$623M	24	8.03%	Increased
35	UBS Group Zurich, Switzerland	$21B	-$1.55B	47	6.01%	Reduced
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.4B	-$286M	18	12.39%	Reduced
37	American Century Companies Kansas City, Missouri	$19.8B	-$56.9M	20	12.55%	Reduced
38	DZ Bank Frankfurt Am Main, Germany	$19.3B	+$9.83B	17	13.74%	Increased
39	Baillie Gifford & Co Edinburgh, United Kingdom	$19.2B	-$1.07B	16	10.52%	Reduced
40	Dimensional Fund Advisors Austin, Texas	$18.9B	-$49.3M	26	5.71%	Reduced
41	Barclays London, United Kingdom	$18.6B	-$1.05B	25	6.95%	Reduced
42	Primecap Management Pasadena, California	$18.4B	-$896M	11	12.77%	Reduced
43	Amundi Paris, France	$18.1B	-$313M	23	11.45%	Reduced
44	Bank of Montreal Toronto, Ontario, Canada	$17.2B	-$1.45B	29	9.13%	Reduced
45	Loomis, Sayles & Company Boston, Massachusetts	$16.5B	-$1.41B	12	19.93%	Reduced
46	TCI Fund Management London, United Kingdom	$15.9B	$0	3	35.88%	Maintained
47	California Public Employees Retirement System Sacramento, California	$15.9B	-$373M	23	10.64%	Reduced
48	Dodge & Cox San Francisco, California	$15.3B	+$1.32B	9	9.46%	Increased
49	Polen Capital Management Boca Raton, Florida	$14.7B	+$1.23B	7	24.64%	Increased
50	Allianz Asset Management Munich, Germany	$14.1B	+$283M	23	9.73%	Increased