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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	$29.2B	-$1B	23	13.16%	Reduced
27	Ameriprise Minneapolis, Minnesota	$29B	-$983M	29	8.7%	Reduced
28	Massachusetts Financial Services Boston, Massachusetts	$28.4B	-$1.07B	8	9.16%	Reduced
29	Jennison Associates New York	$27.1B	+$97.9M	10	20.16%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$25.4B	+$3.85B	29	12.97%	Increased
31	Barclays London, United Kingdom	$25.3B	+$2.56B	33	9.28%	Increased
32	Fisher Asset Management Camas, Washington	$24.8B	+$341M	8	13.13%	Increased
33	Wells Fargo San Francisco, California	$24.7B	+$23.3M	41	6.44%	Increased
34	Franklin Resources San Mateo, California	$22.1B	-$592M	21	10.32%	Reduced
35	Neuberger Berman Group New York	$21.5B	+$10B	23	9.37%	Increased
36	Janus Henderson Group London,	$21.1B	+$466M	22	12.58%	Increased
37	Dimensional Fund Advisors Austin, Texas	$19.5B	+$95.2M	30	5.69%	Increased
38	Swiss National Bank Zurich, Switzerland	$19.3B	-$655M	21	14.13%	Reduced
39	UBS Group Zurich, Switzerland	$18.8B	+$131M	42	5.63%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$16.9B	-$255M	16	12.48%	Reduced
41	American Century Companies Kansas City, Missouri	$16.4B	-$92.4M	23	11.29%	Reduced
42	California Public Employees Retirement System Sacramento, California	$16.4B	-$279M	19	12.44%	Reduced
43	HSBC Holdings London, United Kingdom	$15.7B	+$938M	27	13.72%	Increased
44	Dodge & Cox San Francisco, California	$15.1B	-$4.06B	7	9.59%	Reduced
45	Gates Foundation Trust Kirkland, Washington	$14.4B	-$399M	1	33.98%	Reduced
46	Primecap Management Pasadena, California	$13.9B	-$162M	10	11.03%	Reduced
47	Baillie Gifford & Co Edinburgh, United Kingdom	$13.2B	-$296M	12	10.43%	Reduced
48	Principal Financial Group Des Moines, Iowa	$12.5B	-$98.4M	24	8%	Reduced
49	Credit Suisse Zurich, Switzerland	$12.3B	-$247M	26	11.82%	Reduced
50	DZ Bank Frankfurt Am Main, Germany	$12.3B	-$502M	16	15.24%	Reduced