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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
76	Lazard Asset Management New York	$1.84B	-$512M	7	4.37%	Reduced
77	Waddell & Reed Financial Overland Park, Kansas	$1.84B	+$251M	8	3.5%	Increased
78	RhumbLine Advisers Boston, Massachusetts	$1.81B	-$34.6M	11	5.6%	Reduced
79	Artisan Partners Milwaukee, Wisconsin	$1.78B	+$259M	5	3.42%	Increased
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.76B	+$53.1M	11	5.25%	Increased
81	Nordea Investment Management Stockholm, Sweden	$1.75B	+$253M	8	9.78%	Increased
82	Brown Advisory Baltimore, Maryland	$1.69B	-$21.7M	6	6.02%	Reduced
83	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.67B	-$29.6M	11	5.38%	Reduced
84	Lansdowne Partners Limited Partnership London, United Kingdom	$1.63B	+$84.6M	2	17.8%	Increased
85	HSBC Holdings London, United Kingdom	$1.6B	-$209M	9	4.37%	Reduced
86	Parametric Portfolio Associates Seattle, Washington	$1.56B	-$2.75M	12	4.23%	Reduced
87	Capital International Investors Los Angeles, California	$1.54B	+$41M	4	6.56%	Increased
88	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.52B	-$62.7M	2	2.42%	Reduced
89	SG Americas Securities New York	$1.51B	+$554M	11	6.18%	Increased
90	Adage Capital Partners Boston, Massachusetts	$1.4B	-$24.3M	8	4.02%	Reduced
91	MTB Mizuho Trust & Banking Tokyo, Japan	$1.38B	$0	9	5.76%	Maintained
92	Pzena Investment Management New York	$1.37B	+$175M	3	8.87%	Increased
93	Teachers Advisors New York	$1.37B	+$54.2M	12	3.42%	Increased
94	Citigroup New York	$1.33B	+$17.5M	13	1.25%	Increased
95	Barclays London, United Kingdom	$1.31B	+$149M	11	1.56%	Increased
96	Principal Financial Group Des Moines, Iowa	$1.3B	-$24.9M	10	2.69%	Reduced
97	TCW Group Los Angeles, California	$1.26B	+$79.3M	10	5.82%	Increased
98	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.26B	+$72.8M	10	5.62%	Increased
99	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.25B	+$267M	13	0.66%	Increased
100	BlackRock Japan Tokyo, Japan	$1.24B	+$4.24M	10	5.89%	Increased