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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
301	Greenwoods Asset Management Grand Cayman, Cayman Islands	$571M	+$55.3M	1	35.1%	Increased
302	Employees Provident Fund Board Shah Alam, Malaysia	$565M	-$43.1M	4	15.63%	Reduced
303	Capital Guardian Trust Los Angeles, California	$558M	+$17M	8	7.42%	Increased
304	Xact Kapitalforvaltning Stockholm, Sweden	$558M	+$17.4M	17	12.57%	Increased
305	Boston Trust Walden Boston, Massachusetts	$545M	+$11.7M	9	7.42%	Increased
306	Arizona State Retirement System Phoenix, Arizona	$544M	-$34.4M	12	6.47%	Reduced
307	Mitsubishi UFJ Asset Management Tokyo, Japan	$544M	+$11.5M	12	11.2%	Increased
308	Commerce Bank Kansas City, Missouri	$542M	+$5.94M	13	6.42%	Increased
309	Artemis Investment Management Edinburgh, United Kingdom	$541M	+$8.18M	9	6.28%	Increased
310	MUFG Securities EMEA London, United Kingdom	$538M	-$251M	7	6.23%	Reduced
311	Select Equity Group New York	$535M	-$40.4M	2	3.62%	Reduced
312	Janney Montgomery Scott Philadelphia, Pennsylvania	$533M	+$9.13M	16	4.38%	Increased
313	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$531M	-$86.4M	16	8.77%	Reduced
314	WBC Westpac Banking Corp Sydney, Australia	$530M	-$17.1M	12	8.75%	Reduced
315	Mairs & Power Inc St Paul, Minnesota	$530M	+$28.9M	6	6.43%	Increased
316	Castle Hook Partners New York	$527M	+$331M	6	26.5%	Increased
317	TPSF Texas Permanent School Fund Austin, Texas	$526M	-$18M	12	8.37%	Reduced
318	Atalanta Sosnoff Capital New York	$521M	+$8.29M	5	16.29%	Increased
319	Bahl & Gaynor Cincinnati, Ohio	$520M	+$1.11M	7	4.77%	Increased
320	TCM Tybourne Capital Management Hong Kong	$519M	+$177M	2	20.18%	Increased
321	Employees Retirement System of Texas Austin, Texas	$517M	-$9.74M	12	7.79%	Reduced
322	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$516M	+$57.9M	13	7.84%	Increased
323	Oregon Public Employees Retirement Fund Tigard, Oregon	$515M	-$61M	14	7.3%	Reduced
324	EP Elkfork Partners Portland, Oregon	$514M	+$23.8M	14	12.89%	Increased
325	HL Financial Services Louisville, Kentucky	$513M	-$15.4M	8	7.9%	Reduced