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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	$23.3B	+$355M	29	7.66%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$22.7B	-$1.21B	40	6.41%	Reduced
28	Amundi Paris, France	$21.2B	-$1.08B	24	11.43%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$20B	+$779M	30	11.12%	Increased
30	Wells Fargo San Francisco, California	$18.9B	-$73.6M	43	5.45%	Reduced
31	Swiss National Bank Zurich, Switzerland	$18.3B	-$432M	26	12.56%	Reduced
32	Fisher Asset Management Camas, Washington	$17.8B	-$2.09B	10	10.78%	Reduced
33	Jennison Associates New York	$17.2B	-$36.6M	8	15.8%	Reduced
34	Dodge & Cox San Francisco, California	$16.8B	+$433M	11	11.47%	Increased
35	Franklin Resources San Mateo, California	$16.8B	+$53.1M	24	8.42%	Increased
36	Janus Henderson Group London,	$15.6B	-$130M	26	10.3%	Reduced
37	UBS Group Zurich, Switzerland	$15.1B	-$1.3B	45	5.53%	Reduced
38	Dimensional Fund Advisors Austin, Texas	$14.7B	+$13.5B	32	4.94%	New
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.6B	-$55M	17	10.88%	Reduced
40	Primecap Management Pasadena, California	$12.2B	-$506M	11	10.62%	Reduced
41	California Public Employees Retirement System Sacramento, California	$12.1B	-$1.03B	21	10.73%	Reduced
42	American Century Companies Kansas City, Missouri	$12.1B	-$1.53B	23	9.53%	Reduced
43	Gates Foundation Trust Kirkland, Washington	$11.3B	$0	1	31.05%	Maintained
44	Barclays London, United Kingdom	$11.2B	-$3.18B	34	5.14%	Reduced
45	VOYA Investment Management Atlanta, Georgia	$10.3B	+$1.25B	28	11.06%	Increased
46	Arrowstreet Capital Boston, Massachusetts	$10.3B	-$284M	21	13.34%	Reduced
47	HSBC Holdings London, United Kingdom	$9.9B	-$1.53B	25	11.85%	Reduced
48	Principal Financial Group Des Moines, Iowa	$9.85B	+$101M	23	7.04%	Increased
49	Loomis, Sayles & Company Boston, Massachusetts	$9.77B	+$639K	17	16.95%	Increased
50	Polen Capital Management Boca Raton, Florida	$9.75B	+$268M	4	25.71%	Increased