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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	Hotchkis & Wiley Capital Management Los Angeles, California	$1.66B	+$70.4M	4	6%	Increased
102	First Pacific Advisors El Segundo, California	$1.65B	-$2.27M	3	13.74%	Reduced
103	abrdn Investment Management Edinburgh, United Kingdom	$1.64B	+$226M	9	6.23%	Increased
104	Veritas Asset Management London, United Kingdom	$1.63B	-$1.78M	3	25.93%	Reduced
105	Barclays London, United Kingdom	$1.62B	+$114M	13	1.55%	Increased
106	Temasek Holdings Singapore	$1.6B	+$1.62B	1	17.01%	New
107	Dimensional Fund Advisors Austin, Texas	$1.59B	+$82.9M	11	1.13%	Increased
108	TD Asset Management Toronto, Ontario, Canada	$1.59B	+$120M	10	2.74%	Increased
109	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.57B	-$402M	15	0.61%	Reduced
110	MTB Mizuho Trust & Banking Tokyo, Japan	$1.57B	-$89.2M	9	5.93%	Reduced
111	TCW Group Los Angeles, California	$1.57B	+$71.9M	11	6.3%	Increased
112	Viking Global Investors Stamford, Connecticut	$1.56B	+$1.56B	2	6.24%	New
113	Brown Advisory Baltimore, Maryland	$1.49B	-$7.47M	7	4.79%	Reduced
114	Amundi Asset Management US Boston, Massachusetts	$1.46B	+$367M	9	5.5%	Increased
115	Fred Alger Management New York	$1.43B	+$311M	9	6.95%	Increased
116	Boston Partners Boston, Massachusetts	$1.42B	+$274M	5	2.31%	Increased
117	State of Wisconsin Investment Board Madison, Wisconsin	$1.41B	-$25.5M	10	5.12%	Reduced
118	BlackRock Japan Tokyo, Japan	$1.39B	+$93M	10	5.99%	Increased
119	Janus Henderson Group London,	$1.38B	-$670K	11	12.97%	Reduced
120	D.E. Shaw & Co New York	$1.3B	+$428M	12	1.68%	Increased
121	Epoch Investment Partners New York	$1.28B	+$70M	4	4.99%	Increased
122	Swiss National Bank Zurich, Switzerland	$1.24B	-$27.4M	10	4.77%	Reduced
123	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.24B	+$192M	11	5%	Increased
124	AWM Ashmore Wealth Management Wilmington, Delaware	$1.23B	$0	4	24.67%	Maintained
125	Panagora Asset Management Boston, Massachusetts	$1.23B	+$70.1M	10	5.95%	Increased