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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	Allianz Asset Management Munich, Germany	$3.18B	-$497M	12	3.54%	Reduced
52	Managed Account Advisors Jersey City, New Jersey	$3.16B	-$107M	13	3.13%	Reduced
53	Magellan Asset Management Sydney, Australia	$3.04B	+$406M	3	21.66%	Increased
54	OppenheimerFunds New York	$3.03B	-$245M	8	3.37%	Reduced
55	Brown Brothers Harriman & Co New York	$3.03B	-$21.3M	8	12.77%	Reduced
56	BlackRock New York	$3B	+$36.1M	12	4.29%	Increased
57	Charles Schwab San Francisco, California	$3B	+$133M	11	4.5%	Increased
58	Neuberger Berman Group New York	$2.99B	-$236M	10	3.11%	Reduced
59	American Century Companies Kansas City, Missouri	$2.93B	-$714M	10	3.3%	Reduced
60	Waddell & Reed Financial Overland Park, Kansas	$2.87B	-$192M	5	3.98%	Reduced
61	State Farm Mutual Automobile Insurance Bloomington, Illinois	$2.85B	-$8.8M	3	4.13%	Reduced
62	HSBC Holdings London, United Kingdom	$2.84B	-$254M	11	5.9%	Reduced
63	Fisher Asset Management Camas, Washington	$2.81B	-$15.4M	5	5.81%	Reduced
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.8B	-$43.2M	9	5.43%	Reduced
65	Capital International Investors Los Angeles, California	$2.75B	+$488M	6	5.61%	Increased
66	Yacktman Asset Management Austin, Texas	$2.73B	-$2.39M	2	11.33%	Reduced
67	Loomis, Sayles & Company Boston, Massachusetts	$2.67B	+$637M	9	7.41%	Increased
68	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.63B	+$11.7M	10	6.23%	Increased
69	Artisan Partners Milwaukee, Wisconsin	$2.56B	+$55.4M	6	4.46%	Increased
70	Prudential Financial Newark, New Jersey	$2.55B	+$52.1M	9	4.63%	Increased
71	DM DST Managers Grand Cayman, Cayman Islands	$2.52B	+$2.49B	1	84.68%	New
72	Eaton Vance Management Boston, Massachusetts	$2.52B	+$467M	10	7.43%	Increased
73	VOYA Investment Management Atlanta, Georgia	$2.47B	+$152M	10	5.48%	Increased
74	Bank of Montreal Toronto, Ontario, Canada	$2.42B	+$112M	12	2.75%	Increased
75	Royal Bank of Canada Toronto, Ontario, Canada	$2.39B	+$203M	15	1.55%	Increased