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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
126	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.55B	+$527M	11	6.51%	Increased
127	Credit Agricole Montrouge Cedex, France	$1.46B	+$643M	13	6.84%	Increased
128	Aberdeen Asset Management Aberdeen, United Kingdom	$1.43B	-$23.3M	11	4.87%	Reduced
129	abrdn Investment Management Edinburgh, United Kingdom	$1.4B	+$256M	6	5.93%	Increased
130	STRS Ohio Columbus, Ohio	$1.38B	+$463M	13	6.17%	Increased
131	Panagora Asset Management Boston, Massachusetts	$1.38B	+$48M	13	6.79%	Increased
132	Chevy Chase Trust Bethesda, Maryland	$1.37B	+$33.1M	10	8.04%	Increased
133	Independent Franchise Partners London, United Kingdom	$1.35B	+$62.5M	2	15.4%	Increased
134	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.34B	-$128M	10	6.46%	Reduced
135	D.E. Shaw & Co New York	$1.34B	-$894M	18	1.99%	Reduced
136	GE General Electric Evendale, Ohio	$1.34B	+$66.4M	9	6.46%	Increased
137	BNP Paribas Financial Markets Paris, France	$1.31B	-$725M	17	6.39%	Reduced
138	Vontobel Asset Management New York	$1.29B	+$442M	3	9.95%	Increased
139	Macquarie Group Sydney, NSW 2000, Australia	$1.25B	-$69.8M	15	2.57%	Reduced
140	Axa Paris, France	$1.23B	+$417M	11	5.39%	Increased
141	AWM Ashmore Wealth Management Wilmington, Delaware	$1.22B	$0	4	25.94%	Maintained
142	Canada Life Winnipeg, Manitoba, Canada	$1.21B	+$55M	13	4.66%	Increased
143	HCM Highfields Capital Management Boston, Massachusetts	$1.21B	-$260M	3	10.39%	Reduced
144	Retirement Systems of Alabama Montgomery, Alabama	$1.17B	+$312M	10	6.89%	Increased
145	Janus Henderson Group London,	$1.17B	+$477M	12	9.39%	Increased
146	Manning & Napier Advisors Fairport, New York	$1.17B	-$117M	7	6.83%	Reduced
147	Calamos Advisors Naperville, Illinois	$1.13B	+$505M	11	7.2%	Increased
148	Teacher Retirement System of Texas Austin, Texas	$1.13B	+$402M	13	8.19%	Increased
149	Discovery Capital Management South Norwalk, Connecticut	$1.13B	-$121M	3	13.34%	Reduced
150	NC Northern Cross Boston, Massachusetts	$1.11B	+$84.2M	1	21.14%	Increased