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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	Magellan Asset Management Sydney, Australia	$4.18B	+$162M	5	23.47%	Increased
52	Allianz Asset Management Munich, Germany	$4.15B	-$162M	11	4.42%	Reduced
53	Credit Suisse Zurich, Switzerland	$4.12B	+$391M	17	4.56%	Increased
54	UBS Group Zurich, Switzerland	$3.82B	+$75.5M	19	2.4%	Increased
55	Royal Bank of Canada Toronto, Ontario, Canada	$3.82B	+$244M	17	2.27%	Increased
56	California Public Employees Retirement System Sacramento, California	$3.8B	-$113M	15	6.15%	Reduced
57	First Eagle Investment Management New York	$3.75B	-$12M	8	9.56%	Reduced
58	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.72B	-$56.7M	18	5.71%	Reduced
59	Davis Selected Advisers Tucson, Arizona	$3.62B	-$332M	6	15.95%	Reduced
60	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.58B	+$54.9M	12	7.85%	Increased
61	Capital International Investors Los Angeles, California	$3.44B	-$264M	8	5.04%	Reduced
62	Parametric Portfolio Associates Seattle, Washington	$3.43B	+$3.5M	15	5.42%	Increased
63	Fidelity International Hamilton, Bermuda	$3.37B	-$43.4M	11	10.75%	Reduced
64	BlackRock New York	$3.34B	+$282M	17	5.02%	Increased
65	ClearBridge Investments New York	$3.32B	+$157M	12	3.93%	Increased
66	Prudential Financial Newark, New Jersey	$3.3B	+$102M	12	5.55%	Increased
67	Waddell & Reed Financial Overland Park, Kansas	$3.26B	-$927M	7	6.88%	Reduced
68	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.25B	$0	4	4.89%	Maintained
69	Dimensional Fund Advisors Austin, Texas	$3.24B	+$8.22M	13	1.86%	Increased
70	Bank of Montreal Toronto, Ontario, Canada	$3.21B	+$392M	16	3.67%	Increased
71	APG Asset Management Amsterdam, Netherlands	$3.08B	+$325M	12	5.8%	Increased
72	Emerald Acquisition Seattle, Washington	$2.99B	+$2.99B	16	5.19%	New
73	Teachers Advisors New York	$2.97B	+$92M	17	5.18%	Increased
74	Brown Brothers Harriman & Co New York	$2.97B	-$80.8M	11	15.42%	Reduced
75	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.96B	-$71.6M	15	6.38%	Reduced