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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	Korea Investment Corp Seoul, South Korea	$2.38B	+$135M	12	10.72%	Increased
127	Macquarie Group Sydney, NSW 2000, Australia	$2.37B	-$107M	17	4.05%	Reduced
128	Canada Life Winnipeg, Manitoba, Canada	$2.37B	-$266M	17	6.29%	Reduced
129	MetLife Investment Management Whippany, New Jersey	$2.3B	+$1.44B	17	6.87%	Increased
130	Panagora Asset Management Boston, Massachusetts	$2.29B	-$155M	18	10.19%	Reduced
131	Vontobel Asset Management New York	$2.26B	+$207M	4	18.09%	Increased
132	Hotchkis & Wiley Capital Management Los Angeles, California	$2.19B	-$160M	4	8.59%	Reduced
133	Axa Paris, France	$2.18B	-$47.4M	15	8.53%	Reduced
134	SEI Investments Oaks, Pennsylvania	$2.09B	+$284M	22	7.03%	Increased
135	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.08B	+$92.7M	14	6.56%	Increased
136	STRS Ohio Columbus, Ohio	$2.07B	+$37.4M	17	9.37%	Increased
137	Wellcome Trust London, United Kingdom	$2.02B	+$59.6M	5	32.69%	Increased
138	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.02B	+$280M	13	3.15%	Increased
139	William Blair Investment Management Chicago, Illinois	$2.01B	+$174M	7	8.44%	Increased
140	Stifel Financial St. Louis, Missouri	$2B	+$84.4M	19	5.66%	Increased
141	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.99B	-$183M	10	14.31%	Reduced
142	JSP Jackson Square Partners Larkspur, California	$1.96B	-$265M	4	10.76%	Reduced
143	Aperio Group Sausalito, California	$1.96B	+$123M	17	8.45%	Increased
144	ProShare Advisors Bethesda, Maryland	$1.95B	-$14.3M	15	11.69%	Reduced
145	Public Employees Retirement Association of Colorado Denver, Colorado	$1.95B	+$27.5M	16	12.46%	Increased
146	Brown Brothers Harriman & Co New York	$1.93B	+$4.39M	15	13.32%	Increased
147	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.92B	-$37.2M	16	4.64%	Reduced
148	US Bancorp Minneapolis, Minnesota	$1.9B	+$28.6M	21	5.48%	Increased
149	BNP Paribas Financial Markets Paris, France	$1.9B	+$209M	20	4.1%	Increased
150	Coatue Management New York	$1.86B	-$734M	4	20.54%	Reduced