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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	$34.7B	+$2.09B	22	14.91%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$34.5B	-$2.06B	41	7.91%	Reduced
28	Ameriprise Minneapolis, Minnesota	$33.3B	+$681M	27	9.17%	Increased
29	Barclays London, United Kingdom	$31.8B	+$3.24B	32	11.05%	Increased
30	Massachusetts Financial Services Boston, Massachusetts	$31.1B	-$653M	10	9.3%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$30B	+$1.65B	28	13.95%	Increased
32	Fisher Asset Management Camas, Washington	$28.5B	+$460M	9	13.32%	Increased
33	Jennison Associates New York	$27.7B	-$2.02B	9	18.49%	Reduced
34	Wells Fargo San Francisco, California	$26.7B	-$951M	41	6.43%	Reduced
35	UBS Group Zurich, Switzerland	$26.6B	+$5.24B	43	6.62%	Increased
36	Janus Henderson Group London,	$24.6B	+$719M	22	13.41%	Increased
37	Dimensional Fund Advisors Austin, Texas	$22B	+$217M	31	5.95%	Increased
38	HSBC Holdings London, United Kingdom	$20.7B	+$3.01B	28	14.02%	Increased
39	Swiss National Bank Zurich, Switzerland	$20.7B	-$882M	21	14.51%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.7B	-$129M	16	12.87%	Reduced
41	American Century Companies Kansas City, Missouri	$18.1B	-$213M	21	11.38%	Reduced
42	California Public Employees Retirement System Sacramento, California	$17.5B	-$891M	19	12.31%	Reduced
43	Dodge & Cox San Francisco, California	$15.9B	-$644M	7	9.2%	Reduced
44	Primecap Management Pasadena, California	$15.5B	+$67.5M	10	11.52%	Increased
45	Gates Foundation Trust Kirkland, Washington	$15.4B	-$693M	1	33.49%	Reduced
46	Principal Financial Group Des Moines, Iowa	$14B	-$78.8M	23	8.25%	Reduced
47	RhumbLine Advisers Boston, Massachusetts	$13.7B	+$55M	32	13.2%	Increased
48	Baillie Gifford & Co Edinburgh, United Kingdom	$13.7B	-$1.21B	11	10.66%	Reduced
49	DZ Bank Frankfurt Am Main, Germany	$13.6B	-$154M	17	14.63%	Reduced
50	Polen Capital Management Boca Raton, Florida	$13.3B	-$533M	4	30.82%	Reduced