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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
51	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.69B	-$11.8M	9	5.82%	Reduced
52	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.65B	-$21.6M	5	9.29%	Reduced
53	California Public Employees Retirement System Sacramento, California	$2.63B	+$48.2M	12	4.87%	Increased
54	Harris Associates Chicago, Illinois	$2.58B	+$487M	4	5.02%	Increased
55	BlackRock New York	$2.48B	+$91.4M	12	4.67%	Increased
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.37B	+$20.8M	9	6.33%	Increased
57	First Eagle Investment Management New York	$2.37B	+$168M	6	6.87%	Increased
58	Charles Schwab San Francisco, California	$2.24B	+$98M	11	4.56%	Increased
59	ValueAct Holdings San Francisco, California	$2.23B	+$300M	1	20.1%	Increased
60	Prudential Financial Newark, New Jersey	$2.17B	+$176M	11	4.61%	Increased
61	Winslow Capital Management Minneapolis, Minnesota	$2.14B	-$477M	2	6.94%	Reduced
62	Russell Frank Company Seattle, Washington	$2.1B	+$12.5M	11	3.7%	Increased
63	Magellan Asset Management Sydney, Australia	$2.09B	+$228M	3	22.52%	Increased
64	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.07B	-$48.9M	8	5.68%	Reduced
65	BNP Paribas Financial Markets Paris, France	$2.05B	+$1.05B	12	1.49%	Increased
66	Eaton Vance Management Boston, Massachusetts	$2.03B	-$337M	9	6.09%	Reduced
67	Yacktman Asset Management Austin, Texas	$2B	+$128M	2	8.92%	Increased
68	Macquarie Group Sydney, NSW 2000, Australia	$1.99B	+$562M	11	3.89%	Increased
69	VOYA Investment Management Atlanta, Georgia	$1.99B	-$134M	10	4.97%	Reduced
70	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.97B	+$122M	10	5.61%	Increased
71	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.93B	-$65.9M	12	2.82%	Reduced
72	Brown Brothers Harriman & Co New York	$1.91B	+$43.6M	8	9.01%	Increased
73	UBS Zurich, Switzerland	$1.89B	+$193M	14	1.94%	Increased
74	Royal Bank of Canada Toronto, Ontario, Canada	$1.88B	-$42.4M	13	1.44%	Reduced
75	ClearBridge Investments New York	$1.87B	-$216M	10	2.61%	Reduced