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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	$58.1B	+$710M	12	4.58%	Increased
2	State Street Boston, Massachusetts	$47.6B	+$324M	12	5.14%	Increased
3	Fidelity Investments Boston, Massachusetts	$44.9B	-$344M	11	6.02%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$29.6B	-$447M	12	4.91%	Reduced
5	Capital World Investors Los Angeles, California	$28.8B	-$2.07B	4	7.94%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$23.9B	+$71.1M	11	5.15%	Increased
7	Bank of New York Mellon New York	$19.8B	-$720M	12	5.34%	Reduced
8	Capital Research Global Investors Los Angeles, California	$19.7B	-$3.22B	7	6.88%	Reduced
9	Norges Bank Oslo, Norway	$17.6B	+$8.55B	11	4.75%	Increased
10	Northern Trust Chicago, Illinois	$16B	-$18.6M	13	4.98%	Reduced
11	JP Morgan Chase New York	$15.7B	+$185M	12	3.98%	Increased
12	Invesco Atlanta, Georgia	$13.9B	-$490M	13	5.46%	Reduced
13	Wellington Management Group Boston, Massachusetts	$12.8B	-$1.12B	11	3.44%	Reduced
14	Berkshire Hathaway Omaha, Nebraska	$12.7B	+$342M	1	11.82%	Increased
15	BlackRock Fund Advisors San Francisco, California	$12.4B	-$43.9M	11	3.49%	Reduced
16	BlackRock Group London, United Kingdom	$9.19B	+$237M	11	5.29%	Increased
17	Geode Capital Management Boston, Massachusetts	$8.35B	-$92.7M	12	5.4%	Reduced
18	TIAA CREF Investment Management New York	$8.06B	-$254M	12	5.61%	Reduced
19	Wells Fargo San Francisco, California	$7.89B	-$413M	13	3.25%	Reduced
20	Morgan Stanley New York	$7.65B	-$171M	14	3%	Reduced
21	Massachusetts Financial Services Boston, Massachusetts	$7.4B	-$81.4M	6	3.87%	Reduced
22	Goldman Sachs New York	$7.38B	+$328M	13	2.31%	Increased
23	Ameriprise Minneapolis, Minnesota	$7.2B	+$200M	14	4.25%	Increased
24	Dodge & Cox San Francisco, California	$6.85B	+$737M	4	6.54%	Increased
25	Primecap Management Pasadena, California	$6.69B	-$71.2M	6	7.33%	Reduced