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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	Fidelity International Hamilton, Bermuda	$7.52B	+$765M	16	12.35%	Increased
52	Allianz Asset Management Munich, Germany	$7.33B	-$207M	16	9.83%	Reduced
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$7.3B	+$753M	18	8.09%	Increased
54	Eagle Capital Management (New York) New York	$6.61B	-$1.31B	6	27.4%	Reduced
55	Bank of Montreal Toronto, Ontario, Canada	$6.54B	-$2B	23	7.5%	Reduced
56	TCI Fund Management London, United Kingdom	$6.54B	+$528M	4	31.06%	Increased
57	Sands Capital Management Arlington, Virginia	$6.43B	-$465M	7	21.46%	Reduced
58	Principal Financial Group Des Moines, Iowa	$6.39B	-$13.2M	18	7.07%	Reduced
59	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$5.84B	+$1.89M	19	12.57%	Increased
60	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$5.74B	-$38M	16	15.09%	Reduced
61	APG Asset Management Amsterdam, Netherlands	$5.65B	-$362M	14	11.07%	Reduced
62	Neuberger Berman Group New York	$5.54B	+$302M	17	8.44%	Increased
63	Barclays London, United Kingdom	$5.5B	-$2.17B	24	4.34%	Reduced
64	AQR Capital Management Greenwich, Connecticut	$5.49B	-$821M	19	9.23%	Reduced
65	Nordea Investment Management Stockholm, Sweden	$5.44B	+$297M	14	13.1%	Increased
66	Eaton Vance Management Boston, Massachusetts	$5.34B	+$38.8M	18	13%	Increased
67	RhumbLine Advisers Boston, Massachusetts	$5.3B	+$45.6M	19	11.1%	Increased
68	Artisan Partners Milwaukee, Wisconsin	$5.12B	+$771M	9	10.96%	Increased
69	Prudential Financial Newark, New Jersey	$5.01B	-$648M	17	11.01%	Reduced
70	Lazard Asset Management New York	$4.97B	+$86M	16	9.11%	Increased
71	Citigroup New York	$4.96B	+$690M	27	4.48%	Increased
72	Putnam Investments Boston, Massachusetts	$4.96B	+$56.9M	11	12.97%	Increased
73	Polen Capital Management Boca Raton, Florida	$4.84B	+$199M	5	20.98%	Increased
74	Temasek Holdings Singapore	$4.79B	-$228M	4	35.32%	Reduced
75	Swedbank Stockholm, Sweden	$4.65B	+$38.4M	9	22.98%	Increased