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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	Russell Investments Group London, United Kingdom	$6.13B	+$7.55M	30	9.79%	Increased
102	State of Wisconsin Investment Board Madison, Wisconsin	$6.02B	-$23.8M	23	11.62%	Reduced
103	Victory Capital Management San Antonio, Texas	$5.99B	-$90.4M	25	5.51%	Reduced
104	Fiera Capital (Canada) Montreal, Quebec, Canada	$5.95B	-$8.57M	11	13.95%	Reduced
105	Ninety One (UK) London, United Kingdom	$5.9B	-$58.1M	6	13.99%	Reduced
106	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.84B	-$5.08K	6	5.79%	Reduced
107	Bank of Nova Scotia Toronto, Ontario, Canada	$5.83B	+$1.04B	17	8.15%	Increased
108	APG Asset Management Amsterdam, Netherlands	$5.75B	-$770M	15	9.77%	Reduced
109	Stifel Financial St. Louis, Missouri	$5.74B	+$96.2M	25	7.59%	Increased
110	Fred Alger Management New York	$5.66B	-$557M	9	14.19%	Reduced
111	GQG Partners Ft. Lauderdale, Florida	$5.64B	-$1.16B	3	13.98%	Reduced
112	Artisan Partners Milwaukee, Wisconsin	$5.5B	-$136M	9	6.51%	Reduced
113	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$5.43B	-$163M	19	7.26%	Reduced
114	First Eagle Investment Management New York	$5.37B	+$117M	6	13.45%	Increased
115	Robeco Institutional Asset Management Rotterdam, Netherlands	$5.29B	-$165M	16	11.25%	Reduced
116	D.E. Shaw & Co New York	$5.22B	+$13.6M	29	4.33%	Increased
117	Korea Investment Corp Seoul, South Korea	$5.2B	+$201M	14	13.52%	Increased
118	Envestnet Asset Management Chicago, Illinois	$5.16B	+$241M	29	2.55%	Increased
119	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$5.15B	-$284M	20	10.61%	Reduced
120	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$5.13B	+$276M	25	5.11%	Increased
121	Assenagon Asset Management Senningerberg, Luxembourg	$5.11B	+$784M	19	14.79%	Increased
122	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.06B	+$32.8M	24	12.3%	Increased
123	Parnassus Investments San Francisco, California	$5.03B	+$11.1M	3	9.65%	Increased
124	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.97B	-$226M	18	6.7%	Reduced
125	Marshall Wace London, United Kingdom	$4.96B	+$4.07B	32	9.15%	Increased