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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	$88.9B	+$2.09B	19	5.52%	Increased
2	State Street Boston, Massachusetts	$57.1B	-$1.04B	18	6.14%	Reduced
3	Fidelity Investments Boston, Massachusetts	$50.1B	-$3.13B	17	6.84%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$39.8B	-$191M	16	8.43%	Reduced
5	Capital World Investors Los Angeles, California	$38.9B	-$379M	9	10.49%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$37.9B	+$490M	19	6.16%	Increased
7	Capital Research Global Investors Los Angeles, California	$25.1B	-$211M	8	8.57%	Reduced
8	Bank of New York Mellon New York	$19.9B	-$355M	18	6.07%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$19.3B	+$723M	17	4.27%	Increased
10	Wellington Management Group Boston, Massachusetts	$18.4B	-$342M	13	4.77%	Reduced
11	Northern Trust Chicago, Illinois	$17.8B	+$334M	18	5.79%	Increased
12	JP Morgan Chase New York	$17.3B	+$144M	19	4.31%	Increased
13	Invesco Atlanta, Georgia	$14.6B	-$1.33B	14	5.36%	Reduced
14	BlackRock Group London, United Kingdom	$12.9B	+$562M	18	6.71%	Increased
15	Norges Bank Oslo, Norway	$12.8B	+$217M	12	6.1%	Increased
16	Bank of America Charlotte, North Carolina	$12.6B	+$981M	20	2.91%	Increased
17	Berkshire Hathaway Omaha, Nebraska	$12.3B	$0	1	9.51%	Maintained
18	Geode Capital Management Boston, Massachusetts	$12.3B	+$58.6M	18	6.67%	Increased
19	Baillie Gifford & Co Edinburgh, United Kingdom	$11.9B	-$129M	6	21.24%	Reduced
20	Morgan Stanley New York	$11.7B	+$203M	20	4.24%	Increased
21	Dodge & Cox San Francisco, California	$10.6B	-$130M	8	10.51%	Reduced
22	Primecap Management Pasadena, California	$10.4B	-$128M	10	11.13%	Reduced
23	Jennison Associates New York	$9.8B	-$627M	5	10.75%	Reduced
24	TIAA CREF Investment Management New York	$9.66B	+$244M	17	7.41%	Increased
25	Wells Fargo San Francisco, California	$9.66B	-$53.3M	19	3.74%	Reduced