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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	Aberdeen Asset Management Aberdeen, United Kingdom	$1.71B	-$112M	9	4.6%	Reduced
102	Veritas Asset Management London, United Kingdom	$1.7B	+$107M	4	26.75%	Increased
103	Boston Partners Boston, Massachusetts	$1.7B	+$15.2M	6	2.52%	Increased
104	JSP Jackson Square Partners Larkspur, California	$1.67B	-$214M	2	6.41%	Reduced
105	Adage Capital Partners Boston, Massachusetts	$1.64B	+$111M	8	4%	Increased
106	MTB Mizuho Trust & Banking Tokyo, Japan	$1.63B	+$83.8M	10	5.53%	Increased
107	Barclays London, United Kingdom	$1.62B	-$149M	13	1.87%	Reduced
108	Hotchkis & Wiley Capital Management Los Angeles, California	$1.61B	+$107M	4	5.6%	Increased
109	TD Asset Management Toronto, Ontario, Canada	$1.56B	-$98.1M	10	2.82%	Reduced
110	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.54B	-$480M	15	0.7%	Reduced
111	Carmignac Gestion Paris, France	$1.52B	+$753M	2	13.44%	Increased
112	Prudential plc London, England, United Kingdom	$1.51B	-$63.5M	7	6.66%	Reduced
113	Swedbank Stockholm, Sweden	$1.5B	+$80M	6	11.67%	Increased
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.47B	-$147M	11	5.03%	Reduced
115	Amundi Asset Management US Boston, Massachusetts	$1.41B	+$106M	7	5.04%	Increased
116	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.36B	+$181M	4	16.78%	Increased
117	State of Wisconsin Investment Board Madison, Wisconsin	$1.33B	-$8.41M	10	4.61%	Reduced
118	BlackRock Japan Tokyo, Japan	$1.32B	-$150M	9	5.26%	Reduced
119	USAA United Services Automobile Association San Antonio, Texas	$1.27B	+$51.2M	10	4.46%	Increased
120	AQR Capital Management Greenwich, Connecticut	$1.22B	+$38.6M	10	2.79%	Increased
121	D.E. Shaw & Co New York	$1.21B	-$363M	15	1.85%	Reduced
122	SG Americas Securities New York	$1.19B	+$360M	12	7.1%	Increased
123	Epoch Investment Partners New York	$1.19B	-$140M	4	4.47%	Reduced
124	Edgewood Management Greenwich, Connecticut	$1.19B	-$51.8M	3	10.69%	Reduced
125	Institutional Capital Chicago, Illinois	$1.18B	+$229M	3	7.27%	Increased