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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	Boston Partners Boston, Massachusetts	$1.73B	+$20.7M	6	2.48%	Increased
102	VOYA Investment Management Atlanta, Georgia	$1.7B	-$539M	10	3.9%	Reduced
103	Adage Capital Partners Boston, Massachusetts	$1.7B	+$13M	8	4.23%	Increased
104	JSP Jackson Square Partners Larkspur, California	$1.69B	-$13.4M	2	6.45%	Reduced
105	Hotchkis & Wiley Capital Management Los Angeles, California	$1.68B	+$88.7M	4	5.94%	Increased
106	BNP Paribas Financial Markets Paris, France	$1.66B	-$133M	14	4.63%	Reduced
107	TD Asset Management Toronto, Ontario, Canada	$1.65B	+$56.6M	10	2.94%	Increased
108	Prudential plc London, England, United Kingdom	$1.64B	+$56.1M	7	6.26%	Increased
109	RhumbLine Advisers Boston, Massachusetts	$1.6B	-$294M	11	5.1%	Reduced
110	Barclays London, United Kingdom	$1.58B	-$86.9M	14	1.77%	Reduced
111	Aberdeen Asset Management Aberdeen, United Kingdom	$1.56B	-$102M	9	4.49%	Reduced
112	Amundi Asset Management US Boston, Massachusetts	$1.47B	+$29.6M	8	5.37%	Increased
113	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.45B	-$62.9M	11	5.16%	Reduced
114	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.44B	+$75.3M	4	17.52%	Increased
115	BlackRock Japan Tokyo, Japan	$1.41B	+$57.8M	9	5.44%	Increased
116	AQR Capital Management Greenwich, Connecticut	$1.37B	+$136M	9	2.71%	Increased
117	Swedbank Stockholm, Sweden	$1.36B	-$139M	5	9.99%	Reduced
118	USAA United Services Automobile Association San Antonio, Texas	$1.35B	+$36.4M	10	4.71%	Increased
119	D.E. Shaw & Co New York	$1.33B	+$23.6M	15	1.99%	Increased
120	State of Wisconsin Investment Board Madison, Wisconsin	$1.32B	-$43.1M	10	4.62%	Reduced
121	Epoch Investment Partners New York	$1.29B	+$74.9M	3	4.76%	Increased
122	Coatue Management New York	$1.28B	+$275M	6	12.75%	Increased
123	Edgewood Management Greenwich, Connecticut	$1.26B	-$16M	3	10.51%	Reduced
124	William Blair & Company Chicago, Illinois	$1.26B	+$91.3M	10	1.89%	Increased
125	Fred Alger Management New York	$1.24B	+$230M	6	5.59%	Increased