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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.6B	-$1.15B	42	0.91%	Reduced
102	Allspring Global Investments Charlotte, North Carolina	$3.53B	-$754M	27	6.03%	Reduced
103	Sands Capital Management Arlington, Virginia	$3.49B	-$100M	6	13.2%	Reduced
104	CIBC Private Wealth Group Atlanta, Georgia	$3.47B	-$96.7M	15	11.67%	Reduced
105	Fundsmith LLP London, United Kingdom	$3.41B	-$62.4M	3	15.56%	Reduced
106	Korea Investment Corp Seoul, South Korea	$3.41B	-$401M	15	10.7%	Reduced
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.39B	+$22.8M	21	8.84%	Increased
108	Flossbach Von Storch Cologne, Germany	$3.35B	-$610M	7	12.8%	Reduced
109	1832 Asset Management Toronto, Ontario, Canada	$3.34B	+$293M	13	5.55%	Increased
110	Allianz Asset Management Munich, Germany	$3.29B	-$77.6M	19	6.38%	Reduced
111	Generation Investment Management London, United Kingdom	$3.24B	-$94.4M	5	18.73%	Reduced
112	First Eagle Investment Management New York	$3.08B	-$654M	5	8.47%	Reduced
113	ProShare Advisors Bethesda, Maryland	$3.04B	+$253M	25	10.69%	Increased
114	Royal London Asset Management United Kingdom	$3.03B	+$271M	15	13.6%	Increased
115	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.01B	-$575M	22	5.33%	Reduced
116	US Bancorp Minneapolis, Minnesota	$3B	+$316M	32	5.31%	Increased
117	BNP Paribas Asset Management Paris, France	$2.98B	+$310M	16	10.65%	Increased
118	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.97B	+$510M	18	4.45%	Increased
119	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.93B	+$40.5M	21	4.9%	Increased
120	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.84B	-$373M	18	8.19%	Reduced
121	Veritas Asset Management London, United Kingdom	$2.84B	+$520M	3	23.22%	Increased
122	LPL Financial San Diego, California	$2.82B	+$33.7M	29	2.42%	Increased
123	State of Wisconsin Investment Board Madison, Wisconsin	$2.81B	-$190M	27	9.05%	Reduced
124	JP Morgan Private Wealth Advisors San Francisco, California	$2.78B	-$89.9M	28	6.21%	Reduced
125	Tiger Global Management New York	$2.72B	+$273M	6	33.36%	Increased