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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	Fisher Asset Management Camas, Washington	$3.51B	+$61.1M	6	7.3%	Increased
52	Charles Schwab San Francisco, California	$3.4B	+$41.7M	13	5.02%	Increased
53	ValueAct Holdings San Francisco, California	$3.33B	+$74.6K	1	19.37%	Increased
54	UBS Group Zurich, Switzerland	$3.31B	-$159M	16	2.34%	Reduced
55	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.25B	-$294M	12	3.43%	Reduced
56	Brown Brothers Harriman & Co New York	$3.13B	+$124M	9	15.94%	Increased
57	BlackRock New York	$3.06B	+$178M	13	4.8%	Increased
58	Capital International Investors Los Angeles, California	$3.06B	-$80.7M	5	5.55%	Reduced
59	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.02B	$0	3	5.07%	Maintained
60	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.92B	+$40.4K	11	7.12%	Increased
61	Temasek Holdings Singapore	$2.84B	-$642M	1	26.92%	Reduced
62	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.83B	-$294M	4	4.35%	Reduced
63	ClearBridge Investments New York	$2.81B	+$128M	10	3.37%	Increased
64	Schroder Investment Management Group London, United Kingdom	$2.78B	+$392M	10	5.88%	Increased
65	Royal Bank of Canada Toronto, Ontario, Canada	$2.69B	-$98.2M	16	2.02%	Reduced
66	Winslow Capital Management Minneapolis, Minnesota	$2.62B	-$46.4M	3	9.53%	Reduced
67	Prudential Financial Newark, New Jersey	$2.59B	+$133M	9	5.12%	Increased
68	Eaton Vance Management Boston, Massachusetts	$2.56B	+$158M	9	7.88%	Increased
69	Parametric Portfolio Associates Seattle, Washington	$2.54B	+$331M	13	4.96%	Increased
70	Russell Frank Company Seattle, Washington	$2.49B	-$77.7M	12	4.66%	Reduced
71	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.37B	-$733M	8	4.59%	Reduced
72	California Public Employees Retirement System Sacramento, California	$2.33B	-$816M	13	3.95%	Reduced
73	Neuberger Berman Group New York	$2.31B	-$192M	9	2.97%	Reduced
74	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.27B	+$5.77M	8	6.36%	Increased
75	Swiss National Bank Zurich, Switzerland	$2.25B	+$209M	10	5.77%	Increased