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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	SEI Investments Oaks, Pennsylvania	$5.85B	+$32.4M	23	7.53%	Increased
102	Fayez Sarofim & Co Houston, Texas	$5.84B	-$83.2M	7	14.52%	Reduced
103	New York State Teachers Retirement System (NYSTRS) Albany, New York	$5.72B	-$281M	16	13.19%	Reduced
104	Victory Capital Management San Antonio, Texas	$5.59B	-$87.9M	24	5.72%	Reduced
105	Winslow Capital Management Minneapolis, Minnesota	$5.51B	-$1.12B	5	21.98%	Reduced
106	Aviva London, United Kingdom	$5.44B	+$749M	17	13.12%	Increased
107	Corient Private Wealth Miami, Florida	$5.38B	-$352M	18	8.78%	Reduced
108	Eagle Capital Management (New York) New York	$5.35B	+$175M	6	19.51%	Increased
109	Korea Investment Corp Seoul, South Korea	$5.33B	+$81.7M	15	12.91%	Increased
110	Natixis Advisors Boston, Massachusetts	$5.29B	-$126M	17	9.78%	Reduced
111	AQR Capital Management Greenwich, Connecticut	$5.27B	+$868M	26	5.43%	Increased
112	Tiger Global Management New York	$5.19B	+$403M	3	19.52%	Increased
113	Ninety One (UK) London, United Kingdom	$5.04B	+$294M	3	14.01%	Increased
114	Danske Bank Copenhagen K, Denmark	$5B	+$441M	20	15.28%	Increased
115	ProShare Advisors Bethesda, Maryland	$4.93B	+$488M	21	11.12%	Increased
116	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.89B	-$374M	21	6.96%	Reduced
117	US Bancorp Minneapolis, Minnesota	$4.88B	-$38.7M	30	6.52%	Reduced
118	KBC Group Brussels, Belgium	$4.72B	-$833M	20	14.66%	Reduced
119	DnB Asset Management Oslo, Norway	$4.69B	+$302M	15	21.61%	Increased
120	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$4.68B	+$483M	10	14.76%	Increased
121	1832 Asset Management Toronto, Ontario, Canada	$4.64B	-$563M	13	4.21%	Reduced
122	Bank of Nova Scotia Toronto, Ontario, Canada	$4.62B	-$1.66B	18	10.38%	Reduced
123	Coatue Management New York	$4.62B	+$568M	5	20.37%	Increased
124	Sands Capital Management Arlington, Virginia	$4.53B	-$845M	6	15.42%	Reduced
125	HighTower Advisors Chicago, Illinois	$4.53B	-$185M	25	6.15%	Reduced