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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,	$28.7B	-$840M	27	13.85%	Reduced
27	Royal Bank of Canada Toronto, Ontario, Canada	$27.6B	-$5.33B	38	6.9%	Reduced
28	Wells Fargo San Francisco, California	$26.2B	+$1.04B	43	6.73%	Increased
29	Jennison Associates New York	$25.5B	+$744M	10	18.75%	Increased
30	Fisher Asset Management Camas, Washington	$25.4B	+$1.22B	11	14.97%	Increased
31	Swiss National Bank Zurich, Switzerland	$25.2B	+$2.96B	26	14.2%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$24.5B	-$943M	30	11.45%	Reduced
33	Parametric Portfolio Associates Seattle, Washington	$23.8B	+$602M	28	12.49%	Increased
34	Franklin Resources San Mateo, California	$20.8B	+$340M	23	8.3%	Increased
35	UBS Group Zurich, Switzerland	$19.6B	-$89.9M	44	6.55%	Reduced
36	American Century Companies Kansas City, Missouri	$18.7B	+$13.5M	20	12.81%	Increased
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.5B	-$429M	17	12.32%	Reduced
38	Dimensional Fund Advisors Austin, Texas	$18B	+$57.6M	28	5.53%	Increased
39	Primecap Management Pasadena, California	$16.5B	-$832M	11	12.46%	Reduced
40	Baillie Gifford & Co Edinburgh, United Kingdom	$16.1B	-$1.06B	16	11.26%	Reduced
41	Amundi Paris, France	$16B	-$1.6B	21	10.8%	Reduced
42	Dodge & Cox San Francisco, California	$15.2B	+$520M	9	9.25%	Increased
43	Loomis, Sayles & Company Boston, Massachusetts	$15B	-$696M	17	20.05%	Reduced
44	California Public Employees Retirement System Sacramento, California	$14.2B	-$719M	22	11.05%	Reduced
45	Bank of Montreal Toronto, Ontario, Canada	$13.6B	-$2.56B	32	6.6%	Reduced
46	TCI Fund Management London, United Kingdom	$13.5B	-$1.53B	3	36.75%	Reduced
47	Barclays London, United Kingdom	$13.4B	-$4.04B	39	10.52%	Reduced
48	Allianz Asset Management Munich, Germany	$13.1B	-$44.7M	22	9.77%	Reduced
49	New York State Common Retirement Fund Albany, New York	$12.6B	+$2.37M	31	13.46%	Increased
50	Polen Capital Management Boca Raton, Florida	$12.3B	-$1.65B	5	24.08%	Reduced