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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	ValueAct Holdings San Francisco, California	$3.44B	+$36.9K	1	23.07%	Increased
52	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.36B	-$14.6M	4	4.98%	Reduced
53	Neuberger Berman Group New York	$3.36B	-$433M	10	3.45%	Reduced
54	Managed Account Advisors Jersey City, New Jersey	$3.34B	-$20.6M	13	3.73%	Reduced
55	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$3.3B	-$43.2M	3	4.51%	Reduced
56	UBS Zurich, Switzerland	$3.21B	+$451M	16	2.37%	Increased
57	HSBC Holdings London, United Kingdom	$3.17B	+$67.4M	12	6.63%	Increased
58	Waddell & Reed Financial Overland Park, Kansas	$3.1B	+$967M	6	4.29%	Increased
59	BlackRock New York	$3.06B	+$52.2M	12	4.48%	Increased
60	Brown Brothers Harriman & Co New York	$3.05B	+$619M	8	12.29%	Increased
61	Charles Schwab San Francisco, California	$2.95B	+$102M	11	4.85%	Increased
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.92B	-$32.1M	9	5.86%	Reduced
63	Fisher Asset Management Camas, Washington	$2.85B	-$14.6M	5	6.09%	Reduced
64	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.7B	-$149M	10	6.58%	Reduced
65	Prudential Financial Newark, New Jersey	$2.57B	-$220M	9	4.83%	Reduced
66	Magellan Asset Management Sydney, Australia	$2.53B	-$49.7M	3	19.93%	Reduced
67	Yacktman Asset Management Austin, Texas	$2.49B	-$79.8M	2	10.41%	Reduced
68	Artisan Partners Milwaukee, Wisconsin	$2.4B	+$3.92M	7	4.29%	Increased
69	Russell Frank Company Seattle, Washington	$2.4B	-$26.1M	11	4.27%	Reduced
70	VOYA Investment Management Atlanta, Georgia	$2.35B	+$419M	10	5.33%	Increased
71	Bank of Montreal Toronto, Ontario, Canada	$2.35B	+$153M	12	2.66%	Increased
72	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.31B	+$29.1M	8	6.05%	Increased
73	APG Asset Management Amsterdam, Netherlands	$2.3B	+$298M	9	4.64%	Increased
74	Putnam Investments Boston, Massachusetts	$2.29B	+$449M	12	4.85%	Increased
75	Royal Bank of Canada Toronto, Ontario, Canada	$2.28B	+$193M	15	1.56%	Increased