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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	$2.17B	+$73.5M	12	4.31%	Increased
102	Nordea Investment Management Stockholm, Sweden	$2.15B	-$218M	13	7.3%	Reduced
103	AQR Capital Management Greenwich, Connecticut	$2.08B	+$287M	14	3.64%	Increased
104	Hotchkis & Wiley Capital Management Los Angeles, California	$2.08B	+$407M	4	8.42%	Increased
105	Carmignac Gestion Paris, France	$2.05B	-$194M	3	22.62%	Reduced
106	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.05B	-$264M	19	0.95%	Reduced
107	RhumbLine Advisers Boston, Massachusetts	$2.04B	+$30.9M	14	6.55%	Increased
108	First Pacific Advisors El Segundo, California	$2.03B	-$139M	4	18.04%	Reduced
109	Silver Lake Group Menlo Park, California	$1.99B	-$253M	1	28.11%	Reduced
110	MTB Mizuho Trust & Banking Tokyo, Japan	$1.98B	-$157M	11	6.52%	Reduced
111	Amundi Asset Management US Boston, Massachusetts	$1.95B	+$858M	8	7.31%	Increased
112	BlackRock Japan Tokyo, Japan	$1.95B	+$87.2M	13	7.28%	Increased
113	Citadel Advisors Miami, Florida	$1.9B	+$196M	16	2.07%	Increased
114	USAA United Services Automobile Association San Antonio, Texas	$1.87B	+$63.7M	13	6.68%	Increased
115	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.85B	+$154M	13	8.57%	Increased
116	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.82B	+$21M	13	6.78%	Increased
117	Swedbank Stockholm, Sweden	$1.78B	-$41.2M	6	14%	Reduced
118	Edgewood Management Greenwich, Connecticut	$1.77B	+$38.4M	4	13.11%	Increased
119	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.73B	+$64.4M	3	18.03%	Increased
120	Epoch Investment Partners New York	$1.72B	-$15.5M	4	6.79%	Reduced
121	First Trust Advisors Wheaton, Illinois	$1.71B	+$254M	13	4.45%	Increased
122	Prudential plc London, England, United Kingdom	$1.67B	-$59.6M	9	6.8%	Reduced
123	State of Wisconsin Investment Board Madison, Wisconsin	$1.62B	-$15.3M	9	6.23%	Reduced
124	Veritas Asset Management London, United Kingdom	$1.6B	-$423M	5	20.07%	Reduced
125	Yacktman Asset Management Austin, Texas	$1.59B	-$314M	3	12.08%	Reduced