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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	Temasek Holdings Singapore	$4.42B	$0	2	32.39%	Maintained
77	Swedbank Stockholm, Sweden	$4.4B	+$74M	8	19.99%	Increased
78	VOYA Investment Management Atlanta, Georgia	$4.39B	-$161M	20	9.61%	Reduced
79	Ninety One (UK) London, United Kingdom	$4.39B	-$337M	7	17.09%	Reduced
80	Lazard Asset Management New York	$4.36B	+$1.96M	16	7.17%	Increased
81	Artisan Partners Milwaukee, Wisconsin	$4.28B	+$377M	9	8.1%	Increased
82	New York State Teachers Retirement System (NYSTRS) Albany, New York	$4.25B	-$54.8M	12	10.73%	Reduced
83	Aberdeen Group Edinburgh, United Kingdom	$4.14B	-$600M	16	10.33%	Reduced
84	Harris Associates Chicago, Illinois	$4.07B	+$32.8M	5	7.91%	Increased
85	Russell Investments Group London, United Kingdom	$4.02B	-$154M	22	7.81%	Reduced
86	Citigroup New York	$3.99B	+$757M	25	3.16%	Increased
87	DZ Bank Frankfurt Am Main, Germany	$3.86B	+$238M	15	11.51%	Increased
88	Winslow Capital Management Minneapolis, Minnesota	$3.85B	+$7.06M	5	21.02%	Increased
89	Davis Selected Advisers Tucson, Arizona	$3.84B	-$137M	7	19.34%	Reduced
90	First Trust Advisors Wheaton, Illinois	$3.83B	-$129M	18	7.21%	Reduced
91	TD Asset Management Toronto, Ontario, Canada	$3.79B	+$103M	14	5.79%	Increased
92	State Board of Administration of Florida Retirement System Tallahassee, Florida	$3.78B	-$34.5M	19	9.89%	Reduced
93	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.74B	-$27.8M	22	3.73%	Reduced
94	Victory Capital Management San Antonio, Texas	$3.72B	+$2.89B	25	4.78%	Increased
95	D.E. Shaw & Co New York	$3.69B	-$402M	23	4.55%	Reduced
96	Brown Advisory Baltimore, Maryland	$3.69B	+$104M	13	10.35%	Increased
97	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$3.59B	+$13M	4	28.74%	Increased
98	Adage Capital Partners Boston, Massachusetts	$3.53B	+$110M	14	8.67%	Increased
99	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.5B	+$146M	14	8.54%	Increased
100	Edgewood Management Greenwich, Connecticut	$3.5B	+$40.7M	4	11.47%	Increased