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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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$3.24B	+$815M	3	4.36%	Increased
52	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.23B	+$14.3M	4	4.83%	Increased
53	Credit Suisse Zurich, Switzerland	$3.18B	+$892M	12	2.6%	Increased
54	ValueAct Holdings San Francisco, California	$3.1B	+$119M	1	22.88%	Increased
55	HSBC Holdings London, United Kingdom	$2.99B	+$150M	11	6.46%	Increased
56	BlackRock New York	$2.89B	-$53.8M	11	4.3%	Reduced
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.86B	+$653M	9	5.86%	Increased
58	Fisher Asset Management Camas, Washington	$2.81B	-$420M	5	5.91%	Reduced
59	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.76B	+$229K	9	6.38%	Increased
60	Charles Schwab San Francisco, California	$2.74B	+$44.3M	11	4.6%	Increased
61	Prudential Financial Newark, New Jersey	$2.7B	+$20.4M	11	4.76%	Increased
62	UBS Zurich, Switzerland	$2.63B	-$387M	14	2.06%	Reduced
63	Magellan Asset Management Sydney, Australia	$2.51B	-$270M	3	18.91%	Reduced
64	Yacktman Asset Management Austin, Texas	$2.5B	-$2.64M	2	10.15%	Reduced
65	Russell Frank Company Seattle, Washington	$2.43B	-$90.1M	10	4.24%	Reduced
66	Winslow Capital Management Minneapolis, Minnesota	$2.38B	-$254M	3	7.24%	Reduced
67	Artisan Partners Milwaukee, Wisconsin	$2.37B	+$161M	6	4.09%	Increased
68	Brown Brothers Harriman & Co New York	$2.35B	+$24.8M	8	9.52%	Increased
69	JSP Jackson Square Partners Larkspur, California	$2.3B	+$2.22B	3	8.98%	New
70	ClearBridge Investments New York	$2.23B	-$132M	9	2.51%	Reduced
71	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.2B	-$78.5M	8	5.72%	Reduced
72	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.12B	+$114M	9	5.81%	Increased
73	Capital International Investors Los Angeles, California	$2.1B	-$194M	5	5.42%	Reduced
74	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.09B	+$23.7M	11	5.25%	Increased
75	Aberdeen Asset Management Aberdeen, United Kingdom	$2.08B	+$838M	8	4.34%	Increased