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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	Loomis, Sayles & Company Boston, Massachusetts	$14.8B	-$367M	9	18.65%	Reduced
52	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$14.6B	-$53M	13	13.78%	Reduced
53	Dodge & Cox San Francisco, California	$14.5B	-$1.57B	7	8.47%	Reduced
54	Neuberger Berman Group New York	$14B	-$28.9M	19	11.13%	Reduced
55	Swedbank Stockholm, Sweden	$13.3B	+$431M	14	16.39%	Increased
56	DZ Bank Frankfurt Am Main, Germany	$13.1B	-$1.01B	17	13.32%	Reduced
57	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$12.8B	+$144M	25	11.12%	Increased
58	BNP Paribas Financial Markets Paris, France	$12.7B	+$2.08B	35	7.14%	Increased
59	Nordea Investment Management Stockholm, Sweden	$12.4B	+$615M	19	13.01%	Increased
60	ClearBridge Investments New York	$12.4B	-$543M	11	10.06%	Reduced
61	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$12.3B	-$317M	27	14.34%	Reduced
62	Gates Foundation Trust Kirkland, Washington	$12B	-$213M	1	28.55%	Reduced
63	Brown Advisory Baltimore, Maryland	$11.4B	-$339M	18	14.41%	Reduced
64	T. Rowe Price Investment Management Baltimore, Maryland	$11.3B	+$323M	6	6.95%	Increased
65	Polen Capital Management Boca Raton, Florida	$11.1B	-$1.49B	6	30.05%	Reduced
66	Envestnet Asset Management Chicago, Illinois	$10.8B	+$144M	24	3.47%	Increased
67	New York State Common Retirement Fund Albany, New York	$10.7B	-$510K	28	14.31%	Reduced
68	VOYA Investment Management Atlanta, Georgia	$10.3B	+$69.3M	28	10.73%	Increased
69	Fidelity International Hamilton, Bermuda	$10.3B	-$371M	17	9.63%	Reduced
70	TCI Fund Management London, United Kingdom	$10.2B	+$779M	3	24.01%	Increased
71	Arrowstreet Capital Boston, Massachusetts	$9.79B	-$761M	25	7.83%	Reduced
72	Assenagon Asset Management Senningerberg, Luxembourg	$9.65B	+$410M	20	15.57%	Increased
73	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$9.64B	-$799M	22	9.18%	Reduced
74	Citigroup New York	$9.48B	-$1.53B	32	5.63%	Reduced
75	LPL Financial San Diego, California	$9.22B	+$737M	31	3.75%	Increased