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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	$61.6B	+$1.94B	12	4.43%	Increased
2	State Street Boston, Massachusetts	$50.5B	+$1.86B	13	5.03%	Increased
3	Fidelity Investments Boston, Massachusetts	$41.3B	-$3.32B	12	5.37%	Reduced
4	Capital World Investors Los Angeles, California	$30.4B	+$1.39B	5	8.25%	Increased
5	BlackRock Institutional Trust San Francisco, California	$30B	+$52.2M	14	4.79%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$23.9B	-$447M	12	5.07%	Reduced
7	Capital Research Global Investors Los Angeles, California	$21.8B	+$2.63B	8	7.4%	Increased
8	Bank of New York Mellon New York	$19.9B	+$140M	13	5.2%	Increased
9	Northern Trust Chicago, Illinois	$15.6B	-$69.6M	13	4.71%	Reduced
10	Wellington Management Group Boston, Massachusetts	$14.5B	-$188M	11	3.84%	Reduced
11	JP Morgan Chase New York	$14.4B	-$1.24B	13	3.3%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$14.3B	+$1.23B	12	3.52%	Increased
13	Invesco Atlanta, Georgia	$12.6B	-$1.15B	13	4.87%	Reduced
14	Berkshire Hathaway Omaha, Nebraska	$12.3B	+$1.08B	1	11.29%	Increased
15	BlackRock Group London, United Kingdom	$9.68B	+$536M	12	5.18%	Increased
16	Norges Bank Oslo, Norway	$9.26B	+$339M	12	4.7%	Increased
17	Geode Capital Management Boston, Massachusetts	$8.84B	+$359M	12	5.26%	Increased
18	Morgan Stanley New York	$8.8B	+$120M	16	3.22%	Increased
19	Wells Fargo San Francisco, California	$8.19B	+$168M	14	3.21%	Increased
20	TIAA CREF Investment Management New York	$7.77B	-$458M	13	5.43%	Reduced
21	Dodge & Cox San Francisco, California	$7.55B	+$267M	5	7.02%	Increased
22	Baillie Gifford & Co Edinburgh, United Kingdom	$7.54B	+$620M	7	15.12%	Increased
23	Ameriprise Minneapolis, Minnesota	$7.54B	+$84M	12	4.39%	Increased
24	Primecap Management Pasadena, California	$7.26B	+$162M	7	7.36%	Increased
25	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$7.1B	-$316M	9	19.11%	Reduced