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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	First Trust Advisors Wheaton, Illinois	$3.5B	-$100M	19	7.92%	Reduced
102	Adage Capital Partners Boston, Massachusetts	$3.49B	+$12.1M	11	10.41%	Increased
103	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$3.43B	+$37M	11	11.6%	Increased
104	Canada Life Winnipeg, Manitoba, Canada	$3.39B	+$171M	22	9.07%	Increased
105	Harris Associates Chicago, Illinois	$3.36B	-$404M	6	9.31%	Reduced
106	Davis Selected Advisers Tucson, Arizona	$3.36B	-$492M	8	22.76%	Reduced
107	Victory Capital Management San Antonio, Texas	$3.34B	-$201M	25	5.6%	Reduced
108	Lone Pine Capital Greenwich, Connecticut	$3.3B	+$291M	3	19.6%	Increased
109	CIBC Private Wealth Group Atlanta, Georgia	$3.11B	-$139M	14	13.33%	Reduced
110	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.02B	$0	4	4.8%	Maintained
111	State of Wisconsin Investment Board Madison, Wisconsin	$2.97B	-$513M	17	9.9%	Reduced
112	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.97B	-$40.9M	13	9.36%	Reduced
113	Korea Investment Corp Seoul, South Korea	$2.96B	+$148M	14	13%	Increased
114	Vontobel Asset Management New York	$2.95B	-$235M	4	22.26%	Reduced
115	Chevy Chase Trust Bethesda, Maryland	$2.95B	+$44.5M	12	13.71%	Increased
116	Freestone Capital Holdings Seattle, Washington	$2.92B	+$9.72M	12	63.24%	Increased
117	First Eagle Investment Management New York	$2.92B	+$80M	5	10.6%	Increased
118	Viking Global Investors Stamford, Connecticut	$2.85B	+$841M	3	14.85%	Increased
119	Parnassus Investments San Francisco, California	$2.72B	+$802M	4	11.3%	Increased
120	Stifel Financial St. Louis, Missouri	$2.71B	-$168M	20	7.49%	Reduced
121	Egerton Capital (UK) London, United Kingdom	$2.71B	+$54.6M	5	27.96%	Increased
122	Federated Hermes Pittsburgh, Pennsylvania	$2.6B	+$142M	18	7.64%	Increased
123	Pictet Asset Management (UK) London, United Kingdom	$2.57B	+$80.6M	15	5.5%	Increased
124	Macquarie Group Sydney, NSW 2000, Australia	$2.47B	-$67.2M	19	5.08%	Reduced
125	Aperio Group Sausalito, California	$2.46B	+$152M	19	10.89%	Increased