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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
1	Vanguard Group Malvern, Pennsylvania	$47.5B	+$962M	12	4.63%	Increased
2	State Street Boston, Massachusetts	$43.7B	+$663M	12	5.39%	Increased
3	Fidelity Investments Boston, Massachusetts	$33.4B	+$830M	11	5.12%	Increased
4	BlackRock Institutional Trust San Francisco, California	$25.8B	+$112M	12	4.99%	Increased
5	Capital World Investors Los Angeles, California	$24B	+$1.91B	6	7.29%	Increased
6	Capital Research Global Investors Los Angeles, California	$20.9B	-$446M	7	8.26%	Reduced
7	T. Rowe Price Associates Baltimore, Maryland	$19.8B	-$474M	11	4.95%	Reduced
8	Bank of New York Mellon New York	$17.4B	+$532M	12	5.17%	Increased
9	JP Morgan Chase New York	$14.2B	+$499M	11	4.22%	Increased
10	Northern Trust Chicago, Illinois	$13.8B	-$409M	12	4.87%	Reduced
11	Berkshire Hathaway Omaha, Nebraska	$12.6B	$0	1	13.71%	Maintained
12	Wellington Management Group Boston, Massachusetts	$12.2B	+$358M	12	3.83%	Increased
13	Invesco Atlanta, Georgia	$12B	-$1.34B	13	5.2%	Reduced
14	BlackRock Fund Advisors San Francisco, California	$9.93B	-$36.3M	12	3.35%	Reduced
15	Norges Bank Oslo, Norway	$8.23B	-$78.2M	11	4.8%	Reduced
16	BlackRock Group London, United Kingdom	$8.05B	+$620M	13	5.4%	Increased
17	TIAA CREF Investment Management New York	$7.23B	-$255M	12	5.66%	Reduced
18	Geode Capital Management Boston, Massachusetts	$6.93B	+$230M	12	5.56%	Increased
19	Morgan Stanley New York	$6.93B	-$679M	13	3.28%	Reduced
20	Wells Fargo San Francisco, California	$6.81B	-$25.2M	13	3.24%	Reduced
21	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$6.71B	-$53.7M	6	17.69%	Reduced
22	OppenheimerFunds New York	$6.71B	+$3.43B	7	4.45%	Increased
23	Goldman Sachs New York	$6.07B	-$678M	13	2.24%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.07B	+$1.04B	14	4.48%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$6.01B	+$284M	8	3.72%	Increased