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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	Fred Alger Management New York	$5.13B	-$365M	10	13.42%	Reduced
102	Artisan Partners Milwaukee, Wisconsin	$5.09B	-$1B	11	6.44%	Reduced
103	Victory Capital Management San Antonio, Texas	$5.06B	-$161M	24	5.19%	Reduced
104	Canada Life Winnipeg, Manitoba, Canada	$5B	-$409M	25	12.16%	Reduced
105	VOYA Investment Management Atlanta, Georgia	$4.97B	+$126M	24	10.03%	Increased
106	Bank of Nova Scotia Toronto, Ontario, Canada	$4.97B	+$872M	16	9.74%	Increased
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.95B	-$647M	20	10.9%	Reduced
108	State of Wisconsin Investment Board Madison, Wisconsin	$4.88B	+$116M	22	10.4%	Increased
109	D.E. Shaw & Co New York	$4.87B	-$1.19B	24	4.7%	Reduced
110	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.8B	$0	4	5.08%	Maintained
111	Natixis Paris, France	$4.75B	+$1.6B	16	15.54%	Increased
112	ProShare Advisors Bethesda, Maryland	$4.58B	+$859M	24	14.41%	Increased
113	Stifel Financial St. Louis, Missouri	$4.39B	+$83.3M	26	7.23%	Increased
114	Ninety One (UK) London, United Kingdom	$4.36B	+$41.2M	6	12.4%	Increased
115	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.35B	-$421M	13	12.52%	Reduced
116	Egerton Capital (UK) London, United Kingdom	$4.35B	+$718M	4	22.91%	Increased
117	GQG Partners Ft. Lauderdale, Florida	$4.3B	-$667M	4	15.72%	Reduced
118	First Eagle Investment Management New York	$4.26B	+$76.2M	6	11.34%	Increased
119	Pictet Asset Management (UK) London, United Kingdom	$4.2B	-$141M	23	5.04%	Reduced
120	Edgewood Management Greenwich, Connecticut	$4.19B	-$56.7M	3	8.29%	Reduced
121	SC US (TTGP) Menlo Park, California	$4B	+$4.66B	1	23.98%	New
122	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4B	+$766M	17	6.1%	Increased
123	Korea Investment Corp Seoul, South Korea	$3.97B	-$580M	16	12.52%	Reduced
124	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.89B	-$37.2M	16	9.59%	Reduced
125	Chevy Chase Trust Bethesda, Maryland	$3.83B	-$216M	12	13.64%	Reduced