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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	TD Asset Management Toronto, Ontario, Canada	$1.7B	+$124M	10	2.84%	Increased
102	Veritas Asset Management London, United Kingdom	$1.69B	+$37M	4	26.77%	Increased
103	Prudential plc London, England, United Kingdom	$1.68B	+$5.59M	7	7.14%	Increased
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.65B	-$15.3M	11	5.17%	Reduced
105	BNP Paribas Financial Markets Paris, France	$1.61B	-$68.9M	12	5.72%	Reduced
106	Hotchkis & Wiley Capital Management Los Angeles, California	$1.6B	-$122M	4	5.59%	Reduced
107	MTB Mizuho Trust & Banking Tokyo, Japan	$1.57B	+$50.8M	9	5.52%	Increased
108	Adage Capital Partners Boston, Massachusetts	$1.56B	-$133M	7	3.82%	Reduced
109	D.E. Shaw & Co New York	$1.56B	+$271M	14	2%	Increased
110	BlackRock Japan Tokyo, Japan	$1.49B	+$148M	10	5.69%	Increased
111	Epoch Investment Partners New York	$1.46B	+$101M	4	5.25%	Increased
112	Swedbank Stockholm, Sweden	$1.46B	+$1.45B	4	11.23%	New
113	Amundi Asset Management US Boston, Massachusetts	$1.39B	-$15M	7	5.05%	Reduced
114	abrdn Investment Management Edinburgh, United Kingdom	$1.38B	-$169M	8	5.45%	Reduced
115	State of Wisconsin Investment Board Madison, Wisconsin	$1.37B	+$973K	10	4.7%	Increased
116	Brown Advisory Baltimore, Maryland	$1.33B	-$50.3M	8	4.19%	Reduced
117	USAA United Services Automobile Association San Antonio, Texas	$1.26B	+$53.2M	10	4.45%	Increased
118	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.26B	+$153M	10	4.86%	Increased
119	AQR Capital Management Greenwich, Connecticut	$1.25B	+$261M	10	2.61%	Increased
120	Citigroup New York	$1.24B	+$202M	16	1.1%	Increased
121	Fred Alger Management New York	$1.24B	-$122M	8	5.95%	Reduced
122	Coatue Management New York	$1.21B	+$567M	5	11.49%	Increased
123	Janus Henderson Group London,	$1.19B	-$150M	11	8.59%	Reduced
124	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.19B	+$1.2B	4	17.19%	New
125	Swiss National Bank Zurich, Switzerland	$1.15B	-$40M	10	4.33%	Reduced