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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	$2.09B	-$41.2M	13	3.8%	Reduced
102	Adage Capital Partners Boston, Massachusetts	$2.09B	-$14.6M	10	5.71%	Reduced
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$2.05B	+$281M	13	6.52%	Increased
104	MTB Mizuho Trust & Banking Tokyo, Japan	$2.03B	+$41.8M	10	6.23%	Increased
105	First Pacific Advisors El Segundo, California	$2.01B	+$144M	4	16.96%	Increased
106	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.01B	+$163M	13	8.15%	Increased
107	BlackRock Japan Tokyo, Japan	$2.01B	+$76.2M	14	7.21%	Increased
108	Hotchkis & Wiley Capital Management Los Angeles, California	$1.98B	+$77.5M	4	8.48%	Increased
109	Swedbank Stockholm, Sweden	$1.87B	+$240M	6	15.78%	Increased
110	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.85B	+$162M	3	18.08%	Increased
111	Edgewood Management Greenwich, Connecticut	$1.82B	-$15.2M	4	13.37%	Reduced
112	USAA United Services Automobile Association San Antonio, Texas	$1.75B	-$91.4M	14	6.26%	Reduced
113	Carmignac Gestion Paris, France	$1.75B	-$541M	3	14.96%	Reduced
114	Barclays London, United Kingdom	$1.71B	+$213M	18	2.22%	Increased
115	Epoch Investment Partners New York	$1.7B	-$34.5M	4	6.37%	Reduced
116	Veritas Asset Management London, United Kingdom	$1.69B	+$211M	5	18.58%	Increased
117	D.E. Shaw & Co New York	$1.65B	+$130M	15	3.04%	Increased
118	Vontobel Asset Management New York	$1.63B	+$231M	3	13.28%	Increased
119	Prudential plc London, England, United Kingdom	$1.63B	+$142M	9	6.39%	Increased
120	Canada Life Winnipeg, Manitoba, Canada	$1.54B	+$287M	14	4.63%	Increased
121	Credit Agricole Montrouge Cedex, France	$1.53B	+$293M	14	5.89%	Increased
122	Yacktman Asset Management Austin, Texas	$1.52B	-$1.26M	3	12.57%	Reduced
123	State of Wisconsin Investment Board Madison, Wisconsin	$1.47B	-$110M	11	5.93%	Reduced
124	Generation Investment Management London, United Kingdom	$1.47B	+$263M	3	16.97%	Increased
125	abrdn Investment Management Edinburgh, United Kingdom	$1.46B	+$26.4M	6	6.61%	Increased