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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
51	OppenheimerFunds New York	$3.13B	+$284M	6	3.69%	Increased
52	California Public Employees Retirement System Sacramento, California	$3.12B	+$64.1M	12	4.46%	Increased
53	UBS Zurich, Switzerland	$3.01B	+$613M	14	2.67%	Increased
54	BlackRock New York	$2.94B	-$78.6M	11	4.74%	Reduced
55	ValueAct Holdings San Francisco, California	$2.92B	+$166M	1	22.06%	Increased
56	Macquarie Group Sydney, NSW 2000, Australia	$2.85B	+$259M	11	4.92%	Increased
57	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.76B	+$17.1M	9	6.7%	Increased
58	Magellan Asset Management Sydney, Australia	$2.74B	+$50.9M	3	21.55%	Increased
59	Charles Schwab San Francisco, California	$2.69B	+$123M	11	4.82%	Increased
60	Prudential Financial Newark, New Jersey	$2.67B	+$179M	11	4.97%	Increased
61	BNP Paribas Financial Markets Paris, France	$2.64B	+$112M	12	2.05%	Increased
62	Winslow Capital Management Minneapolis, Minnesota	$2.61B	+$55.9M	5	8.17%	Increased
63	Yacktman Asset Management Austin, Texas	$2.49B	-$52.3M	2	10.36%	Reduced
64	HSBC Holdings London, United Kingdom	$2.47B	+$690M	10	5.9%	Increased
65	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.42B	+$541M	3	3.47%	Increased
66	ClearBridge Investments New York	$2.35B	+$50.2M	10	2.79%	Increased
67	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.31B	+$1.04B	13	1.07%	Increased
68	Capital International Investors Los Angeles, California	$2.28B	+$42.9M	5	6.14%	Increased
69	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.28B	-$69.3M	8	5.98%	Reduced
70	Credit Suisse Zurich, Switzerland	$2.27B	-$1.38B	12	2.22%	Reduced
71	Brown Brothers Harriman & Co New York	$2.26B	-$2.17B	8	9.65%	Reduced
72	Artisan Partners Milwaukee, Wisconsin	$2.24B	-$62.1M	6	3.94%	Reduced
73	Royal Bank of Canada Toronto, Ontario, Canada	$2.22B	-$330M	14	1.63%	Reduced
74	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.2B	-$639K	8	7.71%	Reduced
75	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.19B	-$830M	8	4.6%	Reduced