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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	Ameriprise Minneapolis, Minnesota	$22.3B	-$484M	30	7.78%	Reduced
27	Royal Bank of Canada Toronto, Ontario, Canada	$22.2B	+$750M	39	6.53%	Increased
28	Fisher Asset Management Camas, Washington	$20.3B	+$602M	11	14.39%	Increased
29	Swiss National Bank Zurich, Switzerland	$19.4B	+$15.6M	26	13.14%	Increased
30	Janus Henderson Group London,	$18.7B	-$3.58B	28	12.86%	Reduced
31	Wells Fargo San Francisco, California	$18.6B	-$2.31B	44	5.76%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$18.4B	-$932M	30	10.29%	Reduced
33	Jennison Associates New York	$17.8B	-$1.2B	9	17.81%	Reduced
34	Franklin Resources San Mateo, California	$15.9B	+$22.2M	23	7.86%	Increased
35	UBS Group Zurich, Switzerland	$15B	-$512M	45	6.14%	Reduced
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.4B	+$345M	17	11.09%	Increased
37	American Century Companies Kansas City, Missouri	$14B	-$348M	20	11.47%	Reduced
38	Dimensional Fund Advisors Austin, Texas	$13.9B	-$303M	28	4.98%	Reduced
39	Dodge & Cox San Francisco, California	$13.7B	+$672M	9	9.52%	Increased
40	Primecap Management Pasadena, California	$13.1B	-$530M	11	11.7%	Reduced
41	Amundi Paris, France	$13B	+$205M	21	10.46%	Increased
42	TCI Fund Management London, United Kingdom	$12.1B	+$1.35B	3	38.39%	Increased
43	California Public Employees Retirement System Sacramento, California	$10.6B	-$527M	22	9.94%	Reduced
44	Arrowstreet Capital Boston, Massachusetts	$10.5B	+$1.69B	21	14.86%	Increased
45	Loomis, Sayles & Company Boston, Massachusetts	$10.4B	-$1.33B	17	19.35%	Reduced
46	Polen Capital Management Boca Raton, Florida	$9.93B	+$879M	4	26.18%	Increased
47	Allianz Asset Management Munich, Germany	$9.56B	-$308M	20	9.08%	Reduced
48	New York State Common Retirement Fund Albany, New York	$9.54B	-$205M	31	12.45%	Reduced
49	Principal Financial Group Des Moines, Iowa	$9.39B	+$743M	22	6.95%	Increased
50	Baillie Gifford & Co Edinburgh, United Kingdom	$9.37B	-$726M	16	9.61%	Reduced