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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	Harris Associates Chicago, Illinois	$4.4B	-$512M	4	8.72%	Reduced
52	Royal Bank of Canada Toronto, Ontario, Canada	$4.38B	+$58.2M	19	2.47%	Increased
53	UBS Group Zurich, Switzerland	$4.32B	+$17.3M	21	2.58%	Increased
54	Magellan Asset Management Sydney, Australia	$4.3B	-$169M	5	21.58%	Reduced
55	Temasek Holdings Singapore	$4.19B	-$1.35B	1	33.9%	Reduced
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.14B	+$79.5M	12	8.57%	Increased
57	California Public Employees Retirement System Sacramento, California	$4.08B	-$187M	15	6.71%	Reduced
58	Fidelity International Hamilton, Bermuda	$4.02B	+$107M	12	12.03%	Increased
59	HSBC Holdings London, United Kingdom	$4B	+$1.17B	14	9.95%	Increased
60	Bank of Montreal Toronto, Ontario, Canada	$3.93B	+$286M	17	4.3%	Increased
61	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.9B	-$266M	18	5.78%	Reduced
62	Parametric Portfolio Associates Seattle, Washington	$3.88B	+$34.6M	15	5.81%	Increased
63	BlackRock New York	$3.87B	+$95.9M	18	5.55%	Increased
64	Davis Selected Advisers Tucson, Arizona	$3.87B	-$240M	6	16.86%	Reduced
65	Dimensional Fund Advisors Austin, Texas	$3.82B	+$158M	13	2.07%	Increased
66	First Eagle Investment Management New York	$3.81B	-$205M	8	9.61%	Reduced
67	ClearBridge Investments New York	$3.8B	+$96.2M	12	4.28%	Increased
68	Capital International Investors Los Angeles, California	$3.69B	-$253M	8	5.36%	Reduced
69	APG Asset Management Amsterdam, Netherlands	$3.64B	+$160M	12	6.4%	Increased
70	Waddell & Reed Financial Overland Park, Kansas	$3.62B	-$162M	7	7.48%	Reduced
71	Prudential Financial Newark, New Jersey	$3.6B	-$102M	12	5.95%	Reduced
72	Fred Alger Management New York	$3.47B	+$146M	9	17.83%	Increased
73	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.47B	$0	4	5.15%	Maintained
74	Teachers Advisors New York	$3.4B	+$64.3M	18	5.65%	Increased
75	Artisan Partners Milwaukee, Wisconsin	$3.36B	+$549M	7	6.68%	Increased