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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	UBS Group Zurich, Switzerland	$4.23B	+$261M	17	2.75%	Increased
52	Davis Selected Advisers Tucson, Arizona	$4.2B	-$426M	7	17.53%	Reduced
53	Viking Global Investors Stamford, Connecticut	$4.18B	-$780M	4	15.76%	Reduced
54	Magellan Asset Management Sydney, Australia	$4.15B	-$360M	5	23.21%	Reduced
55	California Public Employees Retirement System Sacramento, California	$4.08B	+$1.29B	16	6.44%	Increased
56	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$4B	-$1.99B	10	14.38%	Reduced
57	Temasek Holdings Singapore	$3.86B	-$43.1M	1	29.34%	Reduced
58	BlackRock New York	$3.72B	+$65.1M	16	5.45%	Increased
59	Credit Suisse Zurich, Switzerland	$3.7B	+$1.45B	17	4.25%	Increased
60	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.67B	-$260M	14	3.49%	Reduced
61	Lone Pine Capital Greenwich, Connecticut	$3.63B	+$867M	4	15.52%	Increased
62	Winslow Capital Management Minneapolis, Minnesota	$3.53B	+$191M	5	12.62%	Increased
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.52B	+$29.5M	13	8.04%	Increased
64	Royal Bank of Canada Toronto, Ontario, Canada	$3.51B	+$246M	18	2.31%	Increased
65	Prudential Financial Newark, New Jersey	$3.42B	+$294M	12	6.18%	Increased
66	Parametric Portfolio Associates Seattle, Washington	$3.24B	+$235M	15	5.53%	Increased
67	Russell Frank Company Seattle, Washington	$3.16B	+$135M	16	5.53%	Increased
68	ClearBridge Investments New York	$3.14B	-$98.5M	13	3.64%	Reduced
69	ValueAct Holdings San Francisco, California	$3.14B	-$981M	1	21.75%	Reduced
70	Dimensional Fund Advisors Austin, Texas	$3.11B	+$491M	13	1.94%	Increased
71	Brown Brothers Harriman & Co New York	$3.09B	-$529M	10	16.29%	Reduced
72	Bank of Montreal Toronto, Ontario, Canada	$3.09B	+$960M	15	3.69%	Increased
73	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.09B	+$75M	4	5%	Increased
74	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$3.08B	-$105M	4	4.59%	Reduced
75	Fred Alger Management New York	$3.08B	+$625M	9	14.96%	Increased