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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	USAA United Services Automobile Association San Antonio, Texas	$3.25B	+$15.7M	20	8.08%	Increased
102	Citigroup New York	$3.24B	+$559M	24	2.61%	Increased
103	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.21B	+$251M	13	7.99%	Increased
104	Raymond James & Associates St Petersburg, Florida	$3.2B	+$29.1M	20	4.61%	Increased
105	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.12B	+$32.9M	12	11.63%	Increased
106	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.09B	+$158M	4	3.83%	Increased
107	Viking Global Investors Stamford, Connecticut	$3.08B	-$371M	5	13.82%	Reduced
108	Sanders Capital West Palm Beach, Florida	$3.02B	+$90.5M	2	13.86%	Increased
109	Canada Life Winnipeg, Manitoba, Canada	$2.98B	+$524M	20	6.8%	Increased
110	CIBC Private Wealth Group Atlanta, Georgia	$2.97B	+$275M	14	10.41%	Increased
111	Pictet Asset Management (UK) London, United Kingdom	$2.92B	+$95M	14	6.3%	Increased
112	Lone Pine Capital Greenwich, Connecticut	$2.87B	-$1.04B	3	17.83%	Reduced
113	Boston Partners Boston, Massachusetts	$2.86B	-$764M	10	3.75%	Reduced
114	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.83B	+$145M	11	9.46%	Increased
115	Prudential plc London, England, United Kingdom	$2.82B	+$224M	15	8.62%	Increased
116	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.82B	-$109M	5	5.13%	Reduced
117	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.75B	+$189M	14	21.75%	Increased
118	Chevy Chase Trust Bethesda, Maryland	$2.73B	-$4.51M	12	11.29%	Reduced
119	Korea Investment Corp Seoul, South Korea	$2.5B	+$53.4M	14	10.76%	Increased
120	Vontobel Asset Management New York	$2.5B	+$257M	4	18.76%	Increased
121	Harding Loevner Bridgewater, New Jersey	$2.49B	+$72.6M	5	11.42%	Increased
122	Freestone Capital Holdings Seattle, Washington	$2.48B	-$11.2M	12	63.51%	Reduced
123	Los Angeles Capital Management Los Angeles, California	$2.47B	+$1.74M	14	13.23%	Increased
124	Macquarie Group Sydney, NSW 2000, Australia	$2.4B	-$49.6M	16	4.04%	Reduced
125	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.36B	+$201M	14	7.19%	Increased