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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	DnB Asset Management Oslo, Norway	$5.13B	+$619M	16	22.18%	Increased
127	ProShare Advisors Bethesda, Maryland	$5.13B	+$855M	23	11.71%	Increased
128	Chevy Chase Trust Bethesda, Maryland	$5.1B	-$88.1M	11	15.53%	Reduced
129	Vontobel Holding Zurich, Switzerland	$5.05B	-$300M	19	17.29%	Reduced
130	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$4.99B	-$548M	4	26.28%	Reduced
131	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$4.94B	-$191M	10	16.06%	Reduced
132	Credit Agricole Montrouge Cedex, France	$4.88B	+$1.48B	19	14.3%	Increased
133	AustralianSuper Melbourne, Australia	$4.84B	-$774M	7	22.85%	Reduced
134	Storebrand Asset Management Lysaker, Norway	$4.72B	+$738M	17	14.36%	Increased
135	Bank Julius Baer & Co Zurich, Switzerland	$4.72B	+$209M	18	14.57%	Increased
136	Baird Financial Group Milwaukee, Wisconsin	$4.71B	+$107M	15	9.01%	Increased
137	D.E. Shaw & Co New York	$4.7B	+$7.33M	28	3.45%	Increased
138	Axa Paris, France	$4.64B	-$76.3M	19	14.1%	Reduced
139	William Blair & Company Chicago, Illinois	$4.63B	+$77M	22	13.46%	Increased
140	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.62B	-$1.03B	14	9.6%	Reduced
141	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.6B	-$164M	8	14.5%	Reduced
142	Zurich Cantonal Bank Zurich, Switzerland	$4.59B	+$131M	23	13.09%	Increased
143	Coatue Management New York	$4.55B	-$624M	6	15.33%	Reduced
144	State of Wisconsin Investment Board Madison, Wisconsin	$4.51B	-$412M	25	11.51%	Reduced
145	First Manhattan New York	$4.44B	-$42M	9	13.03%	Reduced
146	APG Asset Management Amsterdam, Netherlands	$4.44B	+$3.86B	13	12.38%	Increased
147	Harris Associates Chicago, Illinois	$4.39B	-$322M	6	5.77%	Reduced
148	Truist Financial Charlotte, North Carolina	$4.38B	+$14.3M	19	6.86%	Increased
149	Public Employees Retirement Association of Colorado Denver, Colorado	$4.33B	-$226M	23	17.2%	Reduced
150	First Eagle Investment Management New York	$4.24B	-$319M	6	9.46%	Reduced