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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	HSBC Holdings London, United Kingdom	$2.24B	-$987M	12	5.63%	Reduced
77	Putnam Investments Boston, Massachusetts	$2.24B	-$240M	10	5%	Reduced
78	Dimensional Fund Advisors Austin, Texas	$2.22B	+$138M	11	1.45%	Increased
79	Teachers Advisors New York	$2.21B	+$89.9M	11	4.41%	Increased
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.19B	+$11.8M	11	5.71%	Increased
81	Brown Advisory Baltimore, Maryland	$2.17B	+$18.5M	8	7.75%	Increased
82	Nordea Investment Management Stockholm, Sweden	$2.15B	-$87.3M	11	7.91%	Reduced
83	Lazard Asset Management New York	$2.14B	+$107M	8	5.11%	Increased
84	Lone Pine Capital Greenwich, Connecticut	$2.11B	+$923M	2	8.61%	Increased
85	APG Asset Management Amsterdam, Netherlands	$2.09B	-$80.1M	11	4.78%	Reduced
86	Artisan Partners Milwaukee, Wisconsin	$2.07B	-$168M	7	4.22%	Reduced
87	VOYA Investment Management Atlanta, Georgia	$2.02B	+$207M	10	5.09%	Increased
88	Fidelity International Hamilton, Bermuda	$2.01B	+$92.7M	8	6.99%	Increased
89	Principal Financial Group Des Moines, Iowa	$2.01B	-$46.3M	11	3.15%	Reduced
90	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2B	-$120M	9	5.51%	Reduced
91	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.95B	+$11.8M	14	2.33%	Increased
92	First Pacific Advisors El Segundo, California	$1.92B	+$159M	3	16.52%	Increased
93	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.9B	-$462M	15	0.82%	Reduced
94	Fred Alger Management New York	$1.9B	+$501M	6	10.36%	Increased
95	JSP Jackson Square Partners Larkspur, California	$1.9B	+$44.4M	2	8.66%	Increased
96	MTB Mizuho Trust & Banking Tokyo, Japan	$1.87B	+$54.2M	10	6.48%	Increased
97	D.E. Shaw & Co New York	$1.84B	+$428M	15	2.71%	Increased
98	Adage Capital Partners Boston, Massachusetts	$1.83B	+$50.7M	8	5.09%	Increased
99	Credit Suisse Zurich, Switzerland	$1.83B	-$1.22B	12	2.19%	Reduced
100	Boston Partners Boston, Massachusetts	$1.78B	+$92.2M	6	2.71%	Increased