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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	Artisan Partners Milwaukee, Wisconsin	$6.27B	+$184M	11	8.89%	Increased
127	Mariner Overland Park, Kansas	$6.26B	+$304M	28	8.09%	Increased
128	Bank Julius Baer & Co Zurich, Switzerland	$6.16B	+$422M	17	17.37%	Increased
129	DnB Asset Management Oslo, Norway	$6.05B	-$9.54M	17	22.61%	Reduced
130	Zurich Cantonal Bank Zurich, Switzerland	$5.95B	-$136M	26	13.67%	Reduced
131	ProShare Advisors Bethesda, Maryland	$5.95B	-$1.01B	24	12.45%	Reduced
132	Chevy Chase Trust Bethesda, Maryland	$5.95B	-$124M	12	16.36%	Reduced
133	Storebrand Asset Management Lysaker, Norway	$5.84B	+$118M	17	15.48%	Increased
134	Bank of Nova Scotia Toronto, Ontario, Canada	$5.84B	-$902M	20	10.32%	Reduced
135	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$5.78B	-$181M	19	12.7%	Reduced
136	Credit Agricole Montrouge Cedex, France	$5.71B	+$5.46B	17	15.15%	New
137	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$5.58B	+$323M	10	10.06%	Increased
138	Sands Capital Management Arlington, Virginia	$5.57B	+$25.4M	6	15.38%	Increased
139	Truist Financial Charlotte, North Carolina	$5.56B	+$42.9M	21	7.52%	Increased
140	Millennium Management New York	$5.55B	+$438M	31	2.37%	Increased
141	Acadian Asset Management Boston, Massachusetts	$5.54B	+$295M	25	9.68%	Increased
142	AXA Investment Managers Puteaux, France	$5.54B	+$5.25B	22	14.94%	New
143	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$5.5B	-$241M	19	8.52%	Reduced
144	First Eagle Investment Management New York	$5.41B	-$590M	6	9.85%	Reduced
145	Citadel Advisors Miami, Florida	$5.38B	+$1.19B	38	0.82%	Increased
146	First Manhattan New York	$5.36B	-$136M	11	14.16%	Reduced
147	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$5.35B	-$348M	4	23.86%	Reduced
148	William Blair & Company Chicago, Illinois	$5.3B	-$102M	22	14.09%	Reduced
149	Rockefeller Capital Management New York	$5.24B	-$11.9M	31	10.25%	Reduced
150	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.16B	+$264M	19	10.16%	Increased