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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	BNP Paribas Asset Management Paris, France	$4.52B	-$278M	16	12.11%	Reduced
127	Chevy Chase Trust Bethesda, Maryland	$4.4B	-$32.6M	11	14.06%	Reduced
128	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.39B	-$127M	19	11.43%	Reduced
129	State of Wisconsin Investment Board Madison, Wisconsin	$4.32B	+$466M	24	11.17%	Increased
130	Zurich Cantonal Bank Zurich, Switzerland	$4.26B	+$301M	22	12.22%	Increased
131	Generation Investment Management London, United Kingdom	$4.25B	-$1.03B	4	25.68%	Reduced
132	Baird Financial Group Milwaukee, Wisconsin	$4.14B	+$23.7M	14	7.96%	Increased
133	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$4.11B	-$190M	4	23.05%	Reduced
134	Bank Julius Baer & Co Zurich, Switzerland	$4.07B	+$353M	17	13.23%	Increased
135	Storebrand Asset Management Lysaker, Norway	$4.05B	-$25.2M	17	13.17%	Reduced
136	Artisan Partners Milwaukee, Wisconsin	$4.01B	+$436M	10	6.48%	Increased
137	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3.99B	+$731M	17	7.81%	Increased
138	Credit Agricole Montrouge Cedex, France	$3.98B	-$305M	20	12.5%	Reduced
139	Vontobel Holding Zurich, Switzerland	$3.97B	-$452M	18	14.49%	Reduced
140	William Blair & Company Chicago, Illinois	$3.96B	-$23M	21	11.95%	Reduced
141	D.E. Shaw & Co New York	$3.94B	-$217M	28	3.51%	Reduced
142	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.89B	-$135M	13	8.16%	Reduced
143	Mariner Overland Park, Kansas	$3.89B	+$304M	24	6.47%	Increased
144	Axa Paris, France	$3.86B	-$207M	19	12.67%	Reduced
145	Truist Financial Charlotte, North Carolina	$3.85B	+$22.3M	19	6.16%	Increased
146	APG Asset Management Amsterdam, Netherlands	$3.82B	+$57M	13	11.83%	Increased
147	First Manhattan New York	$3.79B	-$7.51M	10	11.07%	Reduced
148	Public Employees Retirement Association of Colorado Denver, Colorado	$3.71B	-$31.3M	22	15.8%	Reduced
149	Nomura Asset Management Tokyo, Japan	$3.64B	+$67.5M	17	11.14%	Increased
150	First Eagle Investment Management New York	$3.61B	+$95.8M	6	7.54%	Increased