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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	$1.77B	+$73.3M	10	3.48%	Increased
102	Carmignac Gestion Paris, France	$1.77B	-$369M	2	22.39%	Reduced
103	Bank of Montreal Toronto, Ontario, Canada	$1.74B	-$421M	13	2.41%	Reduced
104	BNP Paribas Financial Markets Paris, France	$1.73B	-$49.5M	14	4.34%	Reduced
105	Veritas Asset Management London, United Kingdom	$1.73B	-$54.8M	5	23.29%	Reduced
106	Yacktman Asset Management Austin, Texas	$1.71B	-$188M	2	11.22%	Reduced
107	RhumbLine Advisers Boston, Massachusetts	$1.69B	+$27.3M	12	5.74%	Increased
108	Barclays London, United Kingdom	$1.68B	+$124M	14	2.02%	Increased
109	Tiger Global Management New York	$1.66B	+$1.23B	3	20.43%	Increased
110	Silver Lake Group Menlo Park, California	$1.63B	-$152M	1	25.37%	Reduced
111	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.57B	+$39.7M	4	18.77%	Increased
112	BlackRock Japan Tokyo, Japan	$1.57B	+$91.7M	10	6.28%	Increased
113	AQR Capital Management Greenwich, Connecticut	$1.53B	+$128M	10	3.05%	Increased
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.52B	-$937K	11	5.88%	Reduced
115	Swedbank Stockholm, Sweden	$1.51B	+$63.9M	6	12.48%	Increased
116	USAA United Services Automobile Association San Antonio, Texas	$1.49B	+$98.3M	10	5.59%	Increased
117	Hotchkis & Wiley Capital Management Los Angeles, California	$1.47B	-$102M	4	5.88%	Reduced
118	Prudential plc London, England, United Kingdom	$1.47B	-$180M	7	6.28%	Reduced
119	Citadel Advisors Miami, Florida	$1.45B	+$414M	13	1.38%	Increased
120	Epoch Investment Partners New York	$1.45B	+$192M	3	5.63%	Increased
121	Aberdeen Asset Management Aberdeen, United Kingdom	$1.38B	-$108M	9	4.73%	Reduced
122	State of Wisconsin Investment Board Madison, Wisconsin	$1.38B	-$5.83M	9	5.32%	Reduced
123	Edgewood Management Greenwich, Connecticut	$1.37B	-$120M	3	11.56%	Reduced
124	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.35B	-$816M	10	5.53%	Reduced
125	First Trust Advisors Wheaton, Illinois	$1.27B	+$5.47M	10	3.67%	Increased