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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	California Public Employees Retirement System Sacramento, California	$3.27B	$0	14	4.51%	Maintained
52	Charles Schwab San Francisco, California	$3.18B	+$257M	11	4.47%	Increased
53	Allianz Asset Management Munich, Germany	$3.1B	+$13.7M	10	3.54%	Increased
54	Credit Suisse Zurich, Switzerland	$3.07B	-$811M	13	3.1%	Reduced
55	ValueAct Holdings San Francisco, California	$3.06B	+$45M	1	16.91%	Increased
56	American Century Companies Kansas City, Missouri	$3.04B	+$104M	10	3.39%	Increased
57	OppenheimerFunds New York	$3.03B	+$197M	9	3.39%	Increased
58	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.03B	+$171M	3	4.53%	Increased
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3B	+$258M	9	5.41%	Increased
60	Loomis, Sayles & Company Boston, Massachusetts	$2.99B	+$318M	8	8.28%	Increased
61	Brown Brothers Harriman & Co New York	$2.96B	+$41.5M	8	13.38%	Increased
62	Fisher Asset Management Camas, Washington	$2.9B	+$28.5M	5	5.79%	Increased
63	BlackRock New York	$2.9B	-$38.7M	12	4%	Reduced
64	Waddell & Reed Financial Overland Park, Kansas	$2.87B	+$141M	5	3.99%	Increased
65	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.72B	+$95.3M	10	6.3%	Increased
66	Neuberger Berman Group New York	$2.69B	-$198M	10	2.87%	Reduced
67	ClearBridge Investments New York	$2.57B	+$341M	10	2.67%	Increased
68	Capital International Investors Los Angeles, California	$2.56B	-$20M	5	4.66%	Reduced
69	Silver Lake Group Menlo Park, California	$2.48B	-$2.25B	1	49.2%	Reduced
70	Nordea Investment Management Stockholm, Sweden	$2.42B	+$200M	11	8.7%	Increased
71	Prudential Financial Newark, New Jersey	$2.4B	-$78.2M	10	4.17%	Reduced
72	Artisan Partners Milwaukee, Wisconsin	$2.4B	-$44.3M	7	4.31%	Reduced
73	Yacktman Asset Management Austin, Texas	$2.39B	-$150M	2	11%	Reduced
74	Winslow Capital Management Minneapolis, Minnesota	$2.36B	+$160M	3	7.27%	Increased
75	Royal Bank of Canada Toronto, Ontario, Canada	$2.36B	+$30.4M	16	1.65%	Increased