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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	$4.5B	+$160M	22	2.49%	Increased
52	Credit Suisse Zurich, Switzerland	$4.28B	-$755M	18	4.26%	Reduced
53	ClearBridge Investments New York	$4.28B	+$347M	12	4.7%	Increased
54	Harris Associates Chicago, Illinois	$4.16B	-$219M	4	8.02%	Reduced
55	Dimensional Fund Advisors Austin, Texas	$4.13B	+$296M	14	2.06%	Increased
56	Parametric Portfolio Associates Seattle, Washington	$3.92B	+$27.9M	15	5.46%	Increased
57	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.92B	-$141M	12	8.22%	Reduced
58	First Eagle Investment Management New York	$3.86B	+$39.3M	8	9.8%	Increased
59	California Public Employees Retirement System Sacramento, California	$3.82B	-$241M	16	6.42%	Reduced
60	Capital International Investors Los Angeles, California	$3.78B	+$16.6M	8	5.46%	Increased
61	Magellan Asset Management Sydney, Australia	$3.78B	-$594M	4	17.72%	Reduced
62	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.77B	-$37.6M	20	5.37%	Reduced
63	BlackRock New York	$3.77B	-$73.3M	19	5.33%	Reduced
64	Bank of Montreal Toronto, Ontario, Canada	$3.76B	-$81.4M	17	3.96%	Reduced
65	HSBC Holdings London, United Kingdom	$3.69B	+$22.3M	16	8.6%	Increased
66	Fidelity International Hamilton, Bermuda	$3.59B	-$280M	11	10.52%	Reduced
67	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.58B	+$5.27M	5	5.1%	Increased
68	Davis Selected Advisers Tucson, Arizona	$3.53B	-$158M	7	15.47%	Reduced
69	Prudential Financial Newark, New Jersey	$3.49B	-$86.5M	12	5.61%	Reduced
70	AQR Capital Management Greenwich, Connecticut	$3.48B	+$526M	14	4.8%	Increased
71	Teachers Advisors New York	$3.45B	+$73.3M	18	5.41%	Increased
72	Fred Alger Management New York	$3.38B	-$21.6M	10	18.4%	Reduced
73	Artisan Partners Milwaukee, Wisconsin	$3.34B	+$143M	7	6.93%	Increased
74	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.26B	-$79M	17	6.64%	Reduced
75	Temasek Holdings Singapore	$3.21B	-$291M	2	25.72%	Reduced