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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	Franklin Resources San Mateo, California	$40.3B	+$1.03B	24	11.18%	Increased
27	Ameriprise Minneapolis, Minnesota	$38B	-$317M	28	9.76%	Reduced
28	UBS Group Zurich, Switzerland	$37.1B	+$2.34B	46	6.85%	Increased
29	Fisher Asset Management Camas, Washington	$35.3B	+$397M	9	14.06%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$32.5B	-$1.63B	29	12.72%	Reduced
31	Wells Fargo San Francisco, California	$30.6B	-$218M	37	6.9%	Reduced
32	Jennison Associates New York	$28.5B	-$1.23B	8	17.3%	Reduced
33	Massachusetts Financial Services Boston, Massachusetts	$28.4B	-$3.15B	11	8.95%	Reduced
34	Janus Henderson Group London,	$28.3B	+$536M	24	14.4%	Increased
35	Dimensional Fund Advisors Austin, Texas	$27.4B	+$519M	28	6.59%	Increased
36	Barclays London, United Kingdom	$26.5B	-$4.85B	32	7.42%	Reduced
37	HSBC Holdings London, United Kingdom	$24.4B	-$2.02B	27	14.21%	Reduced
38	Swiss National Bank Zurich, Switzerland	$22.1B	-$1.03B	22	14.7%	Reduced
39	American Century Companies Kansas City, Missouri	$21.2B	-$93.5M	22	12.15%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.3B	+$229M	17	13.69%	Increased
41	Bank of Montreal Toronto, Ontario, Canada	$20.1B	-$1.66B	29	9.34%	Reduced
42	California Public Employees Retirement System Sacramento, California	$18.4B	-$920M	19	12.32%	Reduced
43	Raymond James Financial St Petersburg, Florida	$18.2B	+$17.8B	30	6.73%	New
44	Primecap Management Pasadena, California	$16.8B	-$680M	10	13%	Reduced
45	Principal Financial Group Des Moines, Iowa	$16B	-$183M	22	8.7%	Reduced
46	Baillie Gifford & Co Edinburgh, United Kingdom	$15.7B	-$525M	8	12.04%	Reduced
47	Sanders Capital West Palm Beach, Florida	$15.6B	+$296M	4	22.75%	Increased
48	Mitsubishi UFJ Asset Management Tokyo, Japan	$15.1B	+$1.05B	22	14.6%	Increased
49	RhumbLine Advisers Boston, Massachusetts	$15.1B	-$214M	31	13.47%	Reduced
50	Schroder Investment Management Group London, United Kingdom	$14.8B	+$1.09B	16	14.16%	Increased