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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	Canada Life Winnipeg, Manitoba, Canada	$5.53B	-$253M	25	12.86%	Reduced
102	State of Wisconsin Investment Board Madison, Wisconsin	$5.52B	+$12.9M	21	11.44%	Increased
103	Ninety One (UK) London, United Kingdom	$5.4B	+$149M	5	13.78%	Increased
104	Fiera Capital (Canada) Montreal, Quebec, Canada	$5.37B	+$11M	11	13.79%	Increased
105	ProShare Advisors Bethesda, Maryland	$5.34B	+$391M	24	15%	Increased
106	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.32B	-$1.62B	30	0.71%	Reduced
107	First Eagle Investment Management New York	$5.31B	-$5.12M	6	13.62%	Reduced
108	Artisan Partners Milwaukee, Wisconsin	$5.3B	-$919M	9	6.47%	Reduced
109	Stifel Financial St. Louis, Missouri	$5.13B	-$101M	25	7.52%	Reduced
110	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.07B	-$842M	5	5.64%	Reduced
111	VOYA Investment Management Atlanta, Georgia	$5.06B	-$231M	25	10.14%	Reduced
112	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$5.04B	-$124M	17	7.89%	Reduced
113	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.99B	-$158M	20	10.78%	Reduced
114	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.95B	-$5.75M	16	10.97%	Reduced
115	D.E. Shaw & Co New York	$4.85B	-$158M	27	4.38%	Reduced
116	1832 Asset Management Toronto, Ontario, Canada	$4.79B	-$405M	14	8.97%	Reduced
117	Edgewood Management Greenwich, Connecticut	$4.71B	+$2.3M	2	7.91%	Increased
118	AQR Capital Management Greenwich, Connecticut	$4.7B	-$1.32B	18	8.71%	Reduced
119	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.69B	-$135M	19	6.65%	Reduced
120	Fundsmith LLP London, United Kingdom	$4.6B	+$1.27B	2	12.72%	Increased
121	Generation Investment Management London, United Kingdom	$4.58B	+$73.9M	6	19.02%	Increased
122	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.55B	+$146M	23	12.72%	Increased
123	Korea Investment Corp Seoul, South Korea	$4.52B	-$294M	14	13.49%	Reduced
124	Envestnet Asset Management Chicago, Illinois	$4.48B	+$156M	26	2.46%	Increased
125	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$4.44B	+$4.67B	23	4.9%	New