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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	Adage Capital Partners Boston, Massachusetts	$2.13B	-$75M	10	5.77%	Reduced
102	RhumbLine Advisers Boston, Massachusetts	$2.08B	+$57.4M	14	6.47%	Increased
103	Amundi Asset Management US Boston, Massachusetts	$2.08B	+$126M	9	7.71%	Increased
104	1832 Asset Management Toronto, Ontario, Canada	$2.02B	+$251M	7	4.91%	Increased
105	MTB Mizuho Trust & Banking Tokyo, Japan	$1.99B	+$45.8M	11	6.3%	Increased
106	Hotchkis & Wiley Capital Management Los Angeles, California	$1.95B	-$238M	4	8.21%	Reduced
107	BlackRock Japan Tokyo, Japan	$1.95B	+$18.4M	12	7.27%	Increased
108	First Pacific Advisors El Segundo, California	$1.93B	-$186M	4	17.54%	Reduced
109	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.93B	+$119M	13	7.95%	Increased
110	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.9B	-$67.1M	17	1.01%	Reduced
111	USAA United Services Automobile Association San Antonio, Texas	$1.86B	+$10.2M	14	6.72%	Increased
112	Epoch Investment Partners New York	$1.83B	+$81.1M	4	6.92%	Increased
113	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.8B	+$52.2M	3	17.34%	Increased
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.78B	-$29M	13	6.76%	Reduced
115	Coatue Management New York	$1.77B	-$444M	6	22.05%	Reduced
116	Edgewood Management Greenwich, Connecticut	$1.75B	+$98.8M	4	12.58%	Increased
117	Swedbank Stockholm, Sweden	$1.7B	-$33.6M	5	13.79%	Reduced
118	Silver Lake Group Menlo Park, California	$1.61B	-$286M	1	26.87%	Reduced
119	State of Wisconsin Investment Board Madison, Wisconsin	$1.6B	-$12.7M	11	6.25%	Reduced
120	Yacktman Asset Management Austin, Texas	$1.57B	-$119M	3	12.2%	Reduced
121	Veritas Asset Management London, United Kingdom	$1.56B	-$79.1M	5	19.57%	Reduced
122	Prudential plc London, England, United Kingdom	$1.56B	-$126M	9	6.31%	Reduced
123	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.53B	+$15.7M	10	6.9%	Increased
124	Barclays London, United Kingdom	$1.5B	-$635M	18	2.29%	Reduced
125	D.E. Shaw & Co New York	$1.47B	+$137M	17	2.65%	Increased