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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	Royal London Asset Management United Kingdom	$3.31B	+$62M	15	15.3%	Increased
127	Chevy Chase Trust Bethesda, Maryland	$3.28B	-$16.2M	11	13.57%	Reduced
128	US Bancorp Minneapolis, Minnesota	$3.12B	-$54.7M	33	6.05%	Reduced
129	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3.12B	-$154M	19	5.81%	Reduced
130	Edgewood Management Greenwich, Connecticut	$3.11B	-$143M	2	9.19%	Reduced
131	Fayez Sarofim & Co Houston, Texas	$3.11B	-$168M	6	11.35%	Reduced
132	LPL Financial San Diego, California	$3.1B	+$150M	29	2.94%	Increased
133	JP Morgan Private Wealth Advisors San Francisco, California	$3.09B	+$74.2M	26	7.9%	Increased
134	SEI Investments Oaks, Pennsylvania	$3B	+$426M	27	6.49%	Increased
135	BNP Paribas Asset Management Paris, France	$2.93B	+$285M	15	11.19%	Increased
136	AQR Capital Management Greenwich, Connecticut	$2.92B	-$559M	19	6.59%	Reduced
137	Altimeter Capital Management Boston, Massachusetts	$2.89B	-$18.9M	4	66.1%	Reduced
138	Axa Paris, France	$2.88B	-$311M	18	10.69%	Reduced
139	Truist Financial Charlotte, North Carolina	$2.84B	-$115M	23	5.22%	Reduced
140	First Manhattan New York	$2.83B	+$32M	19	11.41%	Increased
141	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.82B	+$224M	18	12.5%	Increased
142	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.8B	+$20.9M	21	11.91%	Increased
143	Los Angeles Capital Management Los Angeles, California	$2.74B	-$435M	14	13.5%	Reduced
144	Public Employees Retirement Association of Colorado Denver, Colorado	$2.71B	-$6.22M	23	14.87%	Reduced
145	Egerton Capital (UK) London, United Kingdom	$2.68B	-$1.37B	2	18.11%	Reduced
146	CI Investments Inc Toronto, Ontario, Canada	$2.66B	+$60.6M	24	12.38%	Increased
147	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.62B	-$11.6M	21	9.95%	Reduced
148	Soroban Capital Partners New York	$2.6B	-$22.7M	4	22.5%	Reduced
149	Veritas Asset Management London, United Kingdom	$2.59B	-$48.9M	3	19.33%	Reduced
150	Baird Financial Group Milwaukee, Wisconsin	$2.59B	+$15.2M	16	7.19%	Increased