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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	US Bancorp Minneapolis, Minnesota	$4.06B	-$104M	30	6.54%	Reduced
127	State of Wisconsin Investment Board Madison, Wisconsin	$4.06B	-$79.4M	25	11.39%	Reduced
128	Jane Street New York	$4.04B	+$479M	35	1.36%	Increased
129	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4B	-$778M	23	5.94%	Reduced
130	First Eagle Investment Management New York	$4B	-$422M	4	10.23%	Reduced
131	Fundsmith LLP London, United Kingdom	$3.98B	-$707M	2	16.7%	Reduced
132	BNP Paribas Asset Management Paris, France	$3.98B	+$58.6M	16	12.32%	Increased
133	SEI Investments Oaks, Pennsylvania	$3.91B	+$266M	27	6.82%	Increased
134	Chevy Chase Trust Bethesda, Maryland	$3.84B	-$18.5M	11	14.37%	Reduced
135	Quilter Plc London, United Kingdom	$3.8B	-$10.5M	7	14.77%	Reduced
136	D.E. Shaw & Co New York	$3.8B	+$398M	29	3.88%	Increased
137	Los Angeles Capital Management Los Angeles, California	$3.73B	+$800M	18	14.97%	Increased
138	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.7B	-$310M	21	5.62%	Reduced
139	Fayez Sarofim & Co Houston, Texas	$3.67B	-$167M	7	12.86%	Reduced
140	HighTower Advisors Chicago, Illinois	$3.53B	+$93.5M	29	6.95%	Increased
141	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.44B	-$2.39M	12	9.15%	Reduced
142	AustralianSuper Melbourne, Australia	$3.43B	-$159M	8	21.74%	Reduced
143	AQR Capital Management Greenwich, Connecticut	$3.42B	-$312M	22	7.27%	Reduced
144	Axa Paris, France	$3.41B	+$6.16M	17	11.33%	Increased
145	KBC Group Brussels, Belgium	$3.39B	-$342M	15	13.93%	Reduced
146	Veritas Asset Management London, United Kingdom	$3.36B	-$590M	4	23.35%	Reduced
147	First Manhattan New York	$3.35B	-$89.1M	17	12.28%	Reduced
148	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.34B	+$1.34M	23	13.48%	Increased
149	Truist Financial Charlotte, North Carolina	$3.34B	-$52.1M	22	5.56%	Reduced
150	Public Employees Retirement Association of Colorado Denver, Colorado	$3.29B	-$15.4M	23	15.69%	Reduced