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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	California Public Employees Retirement System Sacramento, California	$10.1B	-$50.3M	24	9.97%	Reduced
52	Allianz Asset Management Munich, Germany	$9.2B	-$493M	19	10.63%	Reduced
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.88B	-$296M	20	8.33%	Reduced
54	Bank of Montreal Toronto, Ontario, Canada	$8.66B	-$497M	25	7.89%	Reduced
55	Fidelity International Hamilton, Bermuda	$8.6B	-$543M	16	11.59%	Reduced
56	Principal Financial Group Des Moines, Iowa	$8.26B	+$19.8M	23	7.27%	Increased
57	TCI Fund Management London, United Kingdom	$8.05B	-$71.5M	4	31.95%	Reduced
58	Eagle Capital Management (New York) New York	$7.95B	-$545M	6	29.06%	Reduced
59	Sands Capital Management Arlington, Virginia	$7.85B	-$647M	7	19.01%	Reduced
60	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$7.68B	+$792M	20	16.39%	Increased
61	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$7.52B	-$62M	21	13.24%	Reduced
62	APG Asset Management Amsterdam, Netherlands	$7.51B	+$1.09B	14	13.69%	Increased
63	RhumbLine Advisers Boston, Massachusetts	$7.26B	+$360M	22	12.13%	Increased
64	Neuberger Berman Group New York	$6.88B	-$176M	18	8.55%	Reduced
65	AQR Capital Management Greenwich, Connecticut	$6.83B	+$33.2M	20	11.04%	Increased
66	Eaton Vance Management Boston, Massachusetts	$6.8B	-$176M	20	13.79%	Reduced
67	Polen Capital Management Boca Raton, Florida	$6.71B	+$598M	5	20.26%	Increased
68	Lazard Asset Management New York	$6.52B	+$326M	16	10.02%	Increased
69	Barclays London, United Kingdom	$6.51B	-$473M	24	5.03%	Reduced
70	Arrowstreet Capital Boston, Massachusetts	$6.5B	+$1.72B	19	11.95%	Increased
71	Swedbank Stockholm, Sweden	$6.48B	+$498M	8	23.59%	Increased
72	Citigroup New York	$6.29B	-$27M	28	4.91%	Reduced
73	Putnam Investments Boston, Massachusetts	$6.25B	-$194M	16	13.28%	Reduced
74	DZ Bank Frankfurt Am Main, Germany	$6.15B	+$330M	13	16.56%	Increased
75	Artisan Partners Milwaukee, Wisconsin	$6.1B	-$181M	8	9.77%	Reduced