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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	1832 Asset Management Toronto, Ontario, Canada	$3.18B	+$254M	11	9.54%	Increased
127	Macquarie Group Sydney, NSW 2000, Australia	$3.06B	-$63.4M	23	5.27%	Reduced
128	CIBC Private Wealth Group Atlanta, Georgia	$2.99B	-$957M	9	14.53%	Reduced
129	Axa Paris, France	$2.98B	+$215M	21	11.75%	Increased
130	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.96B	+$173M	14	10.05%	Increased
131	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.95B	-$132M	21	12.33%	Reduced
132	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.9B	+$370M	14	7.76%	Increased
133	Public Employees Retirement Association of Colorado Denver, Colorado	$2.85B	-$62.1M	20	16.29%	Reduced
134	DSM Capital Partners Palm Beach Gardens, Florida	$2.83B	+$108M	5	33.74%	Increased
135	STRS Ohio Columbus, Ohio	$2.83B	-$77.7M	19	12.36%	Reduced
136	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.81B	+$271M	11	9.47%	Increased
137	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.78B	-$71.2M	15	8.33%	Reduced
138	US Bancorp Minneapolis, Minnesota	$2.78B	+$4.95M	23	7.3%	Increased
139	Freestone Capital Holdings Seattle, Washington	$2.77B	+$154K	11	32.43%	Increased
140	VVP Vulcan Value Partners Birmingham, Alabama	$2.75B	+$146M	4	21.68%	Increased
141	Temasek Holdings Singapore	$2.74B	-$2.51B	3	16.37%	Reduced
142	Whale Rock Capital Management Boston, Massachusetts	$2.7B	-$120M	7	21.57%	Reduced
143	Truist Financial Charlotte, North Carolina	$2.66B	+$34.6M	18	5.98%	Increased
144	Fayez Sarofim & Co Houston, Texas	$2.64B	+$516M	7	12.15%	Increased
145	Viking Global Investors Stamford, Connecticut	$2.6B	-$1.08B	3	11.22%	Reduced
146	SEI Investments Oaks, Pennsylvania	$2.57B	-$218M	23	7.98%	Reduced
147	Acadian Asset Management Boston, Massachusetts	$2.56B	+$337M	22	11.02%	Increased
148	Lone Pine Capital Greenwich, Connecticut	$2.53B	-$1.48B	2	12.79%	Reduced
149	ProShare Advisors Bethesda, Maryland	$2.52B	+$381M	18	13.45%	Increased
150	Alkeon Capital Management New York	$2.51B	+$214M	5	6.35%	Increased