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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	DZ Bank Frankfurt Am Main, Germany	$13.4B	-$382M	16	13.16%	Reduced
52	Neuberger Berman Group New York	$13.1B	-$27.3M	21	10.21%	Reduced
53	Mitsubishi UFJ Asset Management Tokyo, Japan	$13B	+$948M	23	13.88%	Increased
54	Schroder Investment Management Group London, United Kingdom	$12.7B	+$417M	17	13.05%	Increased
55	Gates Foundation Trust Kirkland, Washington	$12.5B	-$2.54B	1	27.64%	Reduced
56	ClearBridge Investments New York	$12.2B	+$123M	10	9.57%	Increased
57	Swedbank Stockholm, Sweden	$12.1B	-$99.3M	16	15.47%	Reduced
58	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.8B	-$56.9M	28	13.72%	Reduced
59	Polen Capital Management Boca Raton, Florida	$11.7B	-$1.07B	5	30.11%	Reduced
60	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$11.7B	+$201M	26	10.22%	Increased
61	Raymond James & Associates St Petersburg, Florida	$11.2B	+$210M	25	6.81%	Increased
62	Nordea Investment Management Stockholm, Sweden	$10.9B	+$860M	20	12.42%	Increased
63	Brown Advisory Baltimore, Maryland	$10.9B	+$144M	14	13.73%	Increased
64	Arrowstreet Capital Boston, Massachusetts	$10.5B	+$482M	22	8.92%	Increased
65	Citigroup New York	$10.4B	+$4.52M	32	6%	Increased
66	Fidelity International Hamilton, Bermuda	$10.4B	+$235M	17	9.39%	Increased
67	T. Rowe Price Investment Management Baltimore, Maryland	$10.2B	-$55.3M	5	6.16%	Reduced
68	Envestnet Asset Management Chicago, Illinois	$10.1B	-$158M	25	3.25%	Reduced
69	BNP Paribas Financial Markets Paris, France	$10B	+$1.41B	24	6.74%	Increased
70	Lazard Asset Management New York	$10B	-$1.65B	27	13.4%	Reduced
71	New York State Common Retirement Fund Albany, New York	$10B	-$704M	28	13.53%	Reduced
72	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$9.76B	-$428M	21	9.25%	Reduced
73	VOYA Investment Management Atlanta, Georgia	$9.55B	-$2.55B	28	9.88%	Reduced
74	TCI Fund Management London, United Kingdom	$8.99B	+$624M	3	20.42%	Increased
75	Assenagon Asset Management Senningerberg, Luxembourg	$8.7B	+$2.8B	20	16.01%	Increased