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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
101	State Farm Mutual Automobile Insurance Bloomington, Illinois	$8.85B	$0	4	6.05%	Maintained
102	Bessemer Group Woodbridge, New Jersey	$8.72B	-$505M	23	12%	Reduced
103	TD Asset Management Toronto, Ontario, Canada	$8.65B	-$1.68B	18	7.49%	Reduced
104	Brown Advisory Baltimore, Maryland	$8.62B	-$543M	17	13.35%	Reduced
105	Prudential Financial Newark, New Jersey	$8.6B	+$68.7M	28	9.37%	Increased
106	Canada Life Winnipeg, Manitoba, Canada	$8.59B	+$154M	20	13.69%	Increased
107	Adage Capital Partners Boston, Massachusetts	$8.53B	-$82.3M	10	11.96%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$8.34B	-$168M	24	13.83%	Reduced
109	Danske Bank Copenhagen K, Denmark	$8.21B	+$512M	18	16.23%	Increased
110	Daiwa Securities Group Tokyo, Japan	$8.18B	+$1.33B	23	16%	Increased
111	Royal London Asset Management United Kingdom	$8.1B	+$149M	15	14.92%	Increased
112	Jones Financial Companies Des Peres, Missouri	$8B	+$1.11B	40	3.2%	Increased
113	Fayez Sarofim & Co Houston, Texas	$7.9B	+$314M	8	18.57%	Increased
114	1832 Asset Management Toronto, Ontario, Canada	$7.83B	-$112M	14	3.93%	Reduced
115	Acadian Asset Management Boston, Massachusetts	$7.73B	-$226M	26	9.18%	Reduced
116	Fred Alger Management New York	$7.47B	-$301M	14	24.88%	Reduced
117	New York State Teachers Retirement System (NYSTRS) Albany, New York	$7.39B	-$358M	16	13.65%	Reduced
118	DnB Asset Management Oslo, Norway	$7.27B	+$692M	22	20.34%	Increased
119	Quantinno Capital Management New York	$7.13B	+$1.24B	26	8.56%	Increased
120	Mariner Overland Park, Kansas	$7.05B	-$175M	27	7.41%	Reduced
121	Corient Private Wealth Miami, Florida	$7B	-$346M	27	9.68%	Reduced
122	KBC Group Brussels, Belgium	$6.99B	-$535M	24	15.1%	Reduced
123	Korea Investment Corp Seoul, South Korea	$6.86B	-$322M	16	13.03%	Reduced
124	Lazard Asset Management New York	$6.78B	+$200M	24	10.26%	Increased
125	Baird Financial Group Milwaukee, Wisconsin	$6.77B	-$51.7M	18	9.31%	Reduced