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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	Eagle Capital Management (New York) New York	$6.13B	-$419M	6	23.69%	Reduced
102	Robeco Institutional Asset Management Rotterdam, Netherlands	$6.12B	+$581M	19	13.3%	Increased
103	D.E. Shaw & Co New York	$5.9B	-$242M	31	5.05%	Reduced
104	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.86B	-$260M	34	1.02%	Reduced
105	Corient Private Wealth Miami, Florida	$5.84B	-$85.4M	21	10.39%	Reduced
106	Parnassus Investments San Francisco, California	$5.81B	-$772M	6	12.42%	Reduced
107	Sands Capital Management Arlington, Virginia	$5.81B	-$646M	6	16.25%	Reduced
108	Korea Investment Corp Seoul, South Korea	$5.72B	-$225M	14	14.52%	Reduced
109	Victory Capital Management San Antonio, Texas	$5.69B	-$2.15M	26	5.55%	Reduced
110	Generation Investment Management London, United Kingdom	$5.64B	-$470M	4	25.75%	Reduced
111	1832 Asset Management Toronto, Ontario, Canada	$5.63B	-$299M	15	3.33%	Reduced
112	Ninety One (UK) London, United Kingdom	$5.56B	+$516M	4	15.6%	Increased
113	Millennium Management New York	$5.53B	-$1.05B	32	2.36%	Reduced
114	GQG Partners Ft. Lauderdale, Florida	$5.5B	-$2.86B	2	8.85%	Reduced
115	SEI Investments Oaks, Pennsylvania	$5.34B	+$126M	26	7.83%	Increased
116	BNP Paribas Asset Management Paris, France	$5.34B	-$127M	14	14.19%	Reduced
117	Fayez Sarofim & Co Houston, Texas	$5.23B	-$28.1M	7	15.59%	Reduced
118	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$5.2B	-$312M	21	11.92%	Reduced
119	Los Angeles Capital Management Los Angeles, California	$5.18B	-$110M	17	17.7%	Reduced
120	Mirae Asset Global Investments Seoul, South Korea	$5.18B	+$1.42B	26	11.24%	Increased
121	Danske Bank Copenhagen K, Denmark	$5.18B	+$4.92B	22	16.25%	New
122	State Board of Administration of Florida Retirement System Tallahassee, Florida	$5.13B	+$350M	21	12%	Increased
123	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$5.05B	-$112M	3	28.86%	Reduced
124	KBC Group Brussels, Belgium	$5.04B	+$200M	22	16%	Increased
125	US Bancorp Minneapolis, Minnesota	$5.04B	-$26.8M	28	7.02%	Reduced