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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	$27B	-$634M	30	8.48%	Reduced
27	Amundi Paris, France	$25.1B	-$133M	25	12.71%	Reduced
28	UBS AM Chicago, Illinois	$24.1B	$0	28	11.69%	Maintained
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$23.3B	-$208M	31	12.37%	Reduced
30	Wells Fargo San Francisco, California	$22.2B	-$149M	42	6.13%	Reduced
31	Fisher Asset Management Camas, Washington	$21.6B	+$368M	10	11.95%	Increased
32	Jennison Associates New York	$21.4B	+$614M	8	17.57%	Increased
33	Franklin Resources San Mateo, California	$20.6B	+$380M	25	9.77%	Increased
34	Barclays London, United Kingdom	$20B	+$6.2B	34	12.65%	Increased
35	Swiss National Bank Zurich, Switzerland	$19.9B	-$1.8B	24	13.5%	Reduced
36	Dodge & Cox San Francisco, California	$18.6B	-$554M	8	12.42%	Reduced
37	Janus Henderson Group London,	$17.9B	-$695M	24	11.13%	Reduced
38	UBS Group Zurich, Switzerland	$17.8B	-$92.6M	43	6%	Reduced
39	Dimensional Fund Advisors Austin, Texas	$17.2B	-$11.4M	32	5.47%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$15.4B	-$1.76B	17	11.99%	Reduced
41	California Public Employees Retirement System Sacramento, California	$14.1B	-$263M	21	12.06%	Reduced
42	American Century Companies Kansas City, Missouri	$14B	-$331M	23	10.56%	Reduced
43	HSBC Holdings London, United Kingdom	$13.4B	+$1.82B	23	13.62%	Increased
44	Gates Foundation Trust Kirkland, Washington	$13.4B	$0	1	31.79%	Maintained
45	Primecap Management Pasadena, California	$13.1B	-$616M	11	10.95%	Reduced
46	Arrowstreet Capital Boston, Massachusetts	$12.1B	+$83.5M	22	14.71%	Increased
47	Baillie Gifford & Co Edinburgh, United Kingdom	$11.6B	+$520M	12	9.87%	Increased
48	Principal Financial Group Des Moines, Iowa	$11.3B	-$426M	23	7.7%	Reduced
49	Loomis, Sayles & Company Boston, Massachusetts	$11.2B	-$449M	16	18.01%	Reduced
50	RhumbLine Advisers Boston, Massachusetts	$10.9B	+$154M	33	12.23%	Increased