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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.34B	-$365M	12	3.98%	Reduced
52	ValueAct Holdings San Francisco, California	$3.32B	$0	1	17.5%	Maintained
53	American Century Companies Kansas City, Missouri	$3.32B	+$270M	10	3.73%	Increased
54	Sands Capital Management Arlington, Virginia	$3.31B	-$444M	2	8.13%	Reduced
55	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$3.28B	-$49.9M	3	4.47%	Reduced
56	Charles Schwab San Francisco, California	$3.25B	-$14.2M	12	4.49%	Reduced
57	HSBC Holdings London, United Kingdom	$3.24B	-$858M	12	6.6%	Reduced
58	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.22B	+$160M	3	4.9%	Increased
59	Fisher Asset Management Camas, Washington	$3.2B	+$153M	6	6.22%	Increased
60	California Public Employees Retirement System Sacramento, California	$3.2B	-$226M	14	4.8%	Reduced
61	Allianz Asset Management Munich, Germany	$3.18B	-$32.1M	10	3.38%	Reduced
62	Credit Suisse Zurich, Switzerland	$3.12B	-$2.96M	14	3.04%	Reduced
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.11B	+$35.9M	10	5.59%	Increased
64	Capital International Investors Los Angeles, California	$3.06B	+$386M	5	5.18%	Increased
65	Brown Brothers Harriman & Co New York	$2.94B	+$12.9M	9	13.74%	Increased
66	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.78B	-$15.3M	10	6.37%	Reduced
67	BlackRock New York	$2.77B	-$218M	13	4.1%	Reduced
68	Royal Bank of Canada Toronto, Ontario, Canada	$2.68B	+$255M	14	1.85%	Increased
69	ClearBridge Investments New York	$2.59B	-$63.3M	10	2.74%	Reduced
70	Russell Frank Company Seattle, Washington	$2.5B	+$189M	13	4.02%	Increased
71	Neuberger Berman Group New York	$2.49B	-$225M	10	2.77%	Reduced
72	Winslow Capital Management Minneapolis, Minnesota	$2.46B	+$57.4M	3	8.17%	Increased
73	Schroder Investment Management Group London, United Kingdom	$2.45B	+$256M	11	4.82%	Increased
74	Silver Lake Group Menlo Park, California	$2.45B	-$1.09M	1	32.6%	Reduced
75	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.42B	+$282M	11	7.89%	Increased