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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	Natixis Paris, France	$4.31B	-$903M	13	18.82%	Reduced
127	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.28B	+$202M	21	12.49%	Increased
128	Axa Paris, France	$4.25B	+$6.42M	16	11.99%	Increased
129	Envestnet Asset Management Chicago, Illinois	$4.25B	+$200M	26	2.41%	Increased
130	Chevy Chase Trust Bethesda, Maryland	$4.22B	-$170M	12	14.36%	Reduced
131	Davis Selected Advisers Tucson, Arizona	$4.07B	-$207M	8	16.74%	Reduced
132	Skye Global Management West Palm Beach, Florida	$4.01B	+$161M	4	72.34%	Increased
133	Veritas Asset Management London, United Kingdom	$3.96B	-$352M	3	22.2%	Reduced
134	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$3.87B	+$498M	18	8.47%	Increased
135	Fayez Sarofim & Co Houston, Texas	$3.87B	+$71.7M	8	12.98%	Increased
136	US Bancorp Minneapolis, Minnesota	$3.85B	+$8.13M	28	7.21%	Increased
137	Bank of Nova Scotia Toronto, Ontario, Canada	$3.84B	-$1.75B	15	7.08%	Reduced
138	Parnassus Investments San Francisco, California	$3.84B	-$400M	2	8.36%	Reduced
139	KBC Group Brussels, Belgium	$3.83B	+$168M	17	13.8%	Increased
140	Altshuler Shaham Tel Aviv, Israel	$3.72B	+$831M	14	27.73%	Increased
141	Assenagon Asset Management Senningerberg, Luxembourg	$3.69B	+$536M	13	12.52%	Increased
142	Royal London Asset Management United Kingdom	$3.68B	-$257M	15	15.02%	Reduced
143	Jane Street New York	$3.67B	-$343M	30	1.44%	Reduced
144	DSM Capital Partners Palm Beach Gardens, Florida	$3.66B	-$12.7M	5	35.3%	Reduced
145	Truist Financial Charlotte, North Carolina	$3.64B	-$26M	22	5.95%	Reduced
146	Los Angeles Capital Management Los Angeles, California	$3.63B	-$242M	15	16.03%	Reduced
147	Public Employees Retirement Association of Colorado Denver, Colorado	$3.57B	-$105M	22	15.54%	Reduced
148	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.57B	+$31.7M	20	12.61%	Increased
149	Temasek Holdings Singapore	$3.56B	-$123M	5	11.92%	Reduced
150	BNP Paribas Financial Markets Paris, France	$3.56B	-$26.3M	24	4.7%	Reduced