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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	$88.1B	+$1.27B	17	5.71%	Increased
2	State Street Boston, Massachusetts	$58.8B	-$14.4M	17	6.36%	Reduced
3	Fidelity Investments Boston, Massachusetts	$53.3B	-$101M	16	7.38%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$38.9B	-$520M	15	8.3%	Reduced
5	Capital World Investors Los Angeles, California	$38.3B	-$1.25B	8	10.57%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$37.9B	+$210M	16	6.25%	Increased
7	Capital Research Global Investors Los Angeles, California	$24.3B	-$3.86B	10	8.38%	Reduced
8	Bank of New York Mellon New York	$20.7B	-$624M	16	6.24%	Reduced
9	Wellington Management Group Boston, Massachusetts	$19.3B	-$1.49B	14	5.09%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$18.9B	-$224M	15	4.37%	Reduced
11	Northern Trust Chicago, Illinois	$17.6B	-$266M	16	5.85%	Reduced
12	JP Morgan Chase New York	$17.4B	-$787M	17	4.46%	Reduced
13	Invesco Atlanta, Georgia	$16.1B	-$385M	14	6.55%	Reduced
14	Norges Bank Oslo, Norway	$12.8B	+$456M	13	6.29%	Increased
15	BlackRock Group London, United Kingdom	$12.5B	+$47.5M	16	6.76%	Increased
16	Geode Capital Management Boston, Massachusetts	$12.4B	+$352M	17	6.57%	Increased
17	Berkshire Hathaway Omaha, Nebraska	$12.3B	+$26.6M	1	9.57%	Increased
18	Bank of America Charlotte, North Carolina	$11.7B	-$502M	18	2.84%	Reduced
19	Morgan Stanley New York	$11.5B	+$417M	19	4.42%	Increased
20	Primecap Management Pasadena, California	$11.1B	+$260M	9	11.55%	Increased
21	Dodge & Cox San Francisco, California	$11.1B	-$792M	9	10.88%	Reduced
22	Baillie Gifford & Co Edinburgh, United Kingdom	$11.1B	+$216M	6	19.46%	Increased
23	Jennison Associates New York	$10.2B	+$415M	7	10.66%	Increased
24	Wells Fargo San Francisco, California	$9.86B	+$72M	18	3.93%	Increased
25	TIAA CREF Investment Management New York	$9.5B	-$205M	15	7.28%	Reduced