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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	MTB Mizuho Trust & Banking Tokyo, Japan	$2.32B	+$31.1M	10	6.86%	Increased
102	TD Asset Management Toronto, Ontario, Canada	$2.3B	-$10M	13	3.99%	Reduced
103	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.27B	-$60.1M	15	2.65%	Reduced
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$2.27B	-$14.4M	14	7.07%	Reduced
105	Vontobel Asset Management New York	$2.25B	+$207M	3	17.67%	Increased
106	ValueAct Holdings San Francisco, California	$2.22B	-$1.02B	1	19.36%	Reduced
107	JSP Jackson Square Partners Larkspur, California	$2.22B	-$164M	3	9.95%	Reduced
108	D.E. Shaw & Co New York	$2.21B	+$264M	19	3.9%	Increased
109	Edgewood Management Greenwich, Connecticut	$2.15B	+$47.3M	5	14.16%	Increased
110	Swedbank Stockholm, Sweden	$2.14B	+$25.5M	6	17.58%	Increased
111	Credit Agricole Montrouge Cedex, France	$2.01B	+$241M	14	6.53%	Increased
112	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2B	-$74.3M	3	19.12%	Reduced
113	USAA United Services Automobile Association San Antonio, Texas	$1.96B	-$12.7M	16	6.64%	Reduced
114	Tiger Global Management New York	$1.93B	+$621M	4	27.76%	Increased
115	William Blair Investment Management Chicago, Illinois	$1.85B	+$293M	7	7%	Increased
116	Hotchkis & Wiley Capital Management Los Angeles, California	$1.85B	-$338M	4	7.71%	Reduced
117	Epoch Investment Partners New York	$1.81B	-$20.9M	4	6.76%	Reduced
118	First Pacific Advisors El Segundo, California	$1.8B	-$287M	4	14.96%	Reduced
119	Barclays London, United Kingdom	$1.8B	-$151M	19	2%	Reduced
120	Prudential plc London, England, United Kingdom	$1.75B	-$63.7M	9	6.61%	Reduced
121	Canada Life Winnipeg, Manitoba, Canada	$1.74B	+$16.7M	15	5.08%	Increased
122	Carmignac Gestion Paris, France	$1.73B	-$261M	5	12.95%	Reduced
123	Veritas Asset Management London, United Kingdom	$1.72B	-$97.9M	5	19.54%	Reduced
124	BNP Paribas Financial Markets Paris, France	$1.72B	+$407M	19	7.09%	Increased
125	Panagora Asset Management Boston, Massachusetts	$1.66B	+$60.6M	14	7.93%	Increased