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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	$55.4B	+$723M	12	4.87%	Increased
2	State Street Boston, Massachusetts	$50.2B	+$129M	12	5.59%	Increased
3	Fidelity Investments Boston, Massachusetts	$43.4B	+$2.6B	11	6.13%	Increased
4	Capital World Investors Los Angeles, California	$30.4B	+$1.11B	6	8.55%	Increased
5	BlackRock Institutional Trust San Francisco, California	$29.2B	-$608M	13	5.16%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$23.9B	-$338M	11	5.47%	Reduced
7	Capital Research Global Investors Los Angeles, California	$23.9B	-$1.35B	7	8.83%	Reduced
8	Bank of New York Mellon New York	$19.9B	-$134M	12	5.54%	Reduced
9	Northern Trust Chicago, Illinois	$15.9B	-$70.9M	12	5.1%	Reduced
10	JP Morgan Chase New York	$15.6B	-$1.42B	11	4.41%	Reduced
11	Invesco Atlanta, Georgia	$14.9B	+$623M	13	5.91%	Increased
12	Berkshire Hathaway Omaha, Nebraska	$12.8B	$0	1	12.19%	Maintained
13	Wellington Management Group Boston, Massachusetts	$12.6B	-$802M	12	3.64%	Reduced
14	BlackRock Fund Advisors San Francisco, California	$12B	+$477M	12	3.63%	Increased
15	Norges Bank Oslo, Norway	$8.87B	-$553M	11	5.11%	Reduced
16	Morgan Stanley New York	$8.84B	+$691M	14	3.76%	Increased
17	BlackRock Group London, United Kingdom	$8.67B	-$580M	11	5.59%	Reduced
18	TIAA CREF Investment Management New York	$8.43B	+$23.3M	12	6.05%	Increased
19	Geode Capital Management Boston, Massachusetts	$8.29B	+$248M	12	5.75%	Increased
20	Wells Fargo San Francisco, California	$8.21B	+$265M	14	3.56%	Increased
21	Goldman Sachs New York	$7.55B	+$457M	14	2.48%	Increased
22	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$7.32B	-$359M	7	17.76%	Reduced
23	Massachusetts Financial Services Boston, Massachusetts	$7.19B	+$201M	7	4.03%	Increased
24	Ameriprise Minneapolis, Minnesota	$6.94B	+$276M	12	4.21%	Increased
25	Baillie Gifford & Co Edinburgh, United Kingdom	$6.62B	-$621M	5	15.64%	Reduced