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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	$36.1B	+$478M	28	9.25%	Increased
27	Amundi Paris, France	$35.3B	-$890M	22	13.02%	Reduced
28	Fisher Asset Management Camas, Washington	$32.6B	+$677M	10	13.38%	Increased
29	UBS Group Zurich, Switzerland	$32.6B	+$1.02B	46	7.11%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$32B	+$1.7B	30	13.02%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$29.8B	-$1.93B	11	8.91%	Reduced
32	Barclays London, United Kingdom	$29.6B	-$340M	31	7.85%	Reduced
33	Wells Fargo San Francisco, California	$29.2B	+$219M	36	6.61%	Increased
34	Jennison Associates New York	$27.2B	-$419M	8	16.88%	Reduced
35	Janus Henderson Group London,	$26.3B	-$341M	24	13.46%	Reduced
36	Dimensional Fund Advisors Austin, Texas	$25.3B	+$438M	28	6.14%	Increased
37	HSBC Holdings London, United Kingdom	$25.1B	-$219M	27	14.62%	Reduced
38	Swiss National Bank Zurich, Switzerland	$21.6B	+$28.9M	22	14.04%	Increased
39	Bank of Montreal Toronto, Ontario, Canada	$20B	-$721M	31	8.81%	Reduced
40	American Century Companies Kansas City, Missouri	$19.6B	+$248M	22	11.41%	Increased
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.7B	+$227M	17	12.96%	Increased
42	California Public Employees Retirement System Sacramento, California	$18.3B	+$93.5M	19	12.83%	Increased
43	Primecap Management Pasadena, California	$17.3B	-$222M	10	12.7%	Reduced
44	Dodge & Cox San Francisco, California	$15.2B	-$952M	7	8.61%	Reduced
45	Principal Financial Group Des Moines, Iowa	$15.1B	+$495M	22	8.24%	Increased
46	Sanders Capital West Palm Beach, Florida	$14.6B	+$44.8M	4	21.08%	Increased
47	RhumbLine Advisers Boston, Massachusetts	$14.3B	-$171M	31	12.9%	Reduced
48	Loomis, Sayles & Company Boston, Massachusetts	$14.1B	-$158M	10	18.56%	Reduced
49	Baillie Gifford & Co Edinburgh, United Kingdom	$13.9B	+$621M	8	10.43%	Increased
50	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$13.7B	+$1.73B	13	13.17%	Increased