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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	Amundi Paris, France	$19.9B	+$2.37B	25	10.89%	Increased
27	Invesco Atlanta, Georgia	$19.5B	+$77.4M	33	5.72%	Increased
28	Ameriprise Minneapolis, Minnesota	$19.5B	+$382M	30	6.69%	Increased
29	Fisher Asset Management Camas, Washington	$16.8B	-$239M	10	11.34%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$16.2B	-$112M	30	9.32%	Reduced
31	Wells Fargo San Francisco, California	$16.1B	-$143M	44	4.82%	Reduced
32	Swiss National Bank Zurich, Switzerland	$15.9B	-$1.16B	26	11.39%	Reduced
33	Jennison Associates New York	$14.4B	-$316M	8	14.64%	Reduced
34	Dodge & Cox San Francisco, California	$14.4B	+$1.25B	9	9.88%	Increased
35	Franklin Resources San Mateo, California	$14.1B	-$256M	25	7.32%	Reduced
36	UBS Group Zurich, Switzerland	$14B	+$1.66B	49	5.22%	Increased
37	Janus Henderson Group London,	$13.2B	-$1.43B	27	9.4%	Reduced
38	Barclays London, United Kingdom	$12.4B	+$3.28B	35	5.55%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.3B	-$127M	17	9.77%	Reduced
40	TCI Fund Management London, United Kingdom	$11.6B	+$775M	3	38.72%	Increased
41	American Century Companies Kansas City, Missouri	$11.5B	-$249M	22	9.42%	Reduced
42	California Public Employees Retirement System Sacramento, California	$11.3B	+$603M	21	9.6%	Increased
43	Primecap Management Pasadena, California	$11B	-$582M	11	10.1%	Reduced
44	HSBC Holdings London, United Kingdom	$9.74B	+$2.72B	26	11.2%	Increased
45	Gates Foundation Trust Kirkland, Washington	$9.42B	$0	1	26.36%	Maintained
46	Arrowstreet Capital Boston, Massachusetts	$9.3B	-$754M	21	13.01%	Reduced
47	Credit Suisse Zurich, Switzerland	$8.51B	+$255M	32	9.04%	Increased
48	Loomis, Sayles & Company Boston, Massachusetts	$8.27B	-$628M	14	16.57%	Reduced
49	Principal Financial Group Des Moines, Iowa	$8.16B	+$43.6M	23	6.14%	Increased
50	Baillie Gifford & Co Edinburgh, United Kingdom	$8.08B	+$18.9M	15	8.42%	Increased