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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	Polen Capital Management Boca Raton, Florida	$6.56B	-$1.96B	6	28.01%	Reduced
127	HighTower Advisors Chicago, Illinois	$6.52B	-$39.8M	27	7.13%	Reduced
128	Eagle Capital Management (New York) New York	$6.43B	-$443M	6	20.02%	Reduced
129	Lazard Asset Management New York	$6.42B	-$3.41B	24	10.87%	Reduced
130	Fred Alger Management New York	$6.31B	-$30.4M	13	24.75%	Reduced
131	Bank Julius Baer & Co Zurich, Switzerland	$6.3B	-$251M	17	17.39%	Reduced
132	DnB Asset Management Oslo, Norway	$6.27B	-$33.5M	17	21.88%	Reduced
133	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$6.26B	+$295M	12	10.62%	Increased
134	Chevy Chase Trust Bethesda, Maryland	$6.22B	-$63.3M	11	16.81%	Reduced
135	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$6.2B	-$347M	9	15.85%	Reduced
136	Berkshire Hathaway Omaha, Nebraska	$6.11B	-$1.77B	2	2.23%	Reduced
137	Acadian Asset Management Boston, Massachusetts	$6.07B	+$77.1M	25	9.96%	Increased
138	Storebrand Asset Management Lysaker, Norway	$6.04B	-$102M	16	16.22%	Reduced
139	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$6.02B	+$370M	19	8.89%	Increased
140	Truist Financial Charlotte, North Carolina	$5.78B	+$12.5M	20	7.71%	Increased
141	PFA Pension Forsikringsaktieselskab Copenhagen,	$5.75B	+$5.65B	13	16.32%	New
142	Rockefeller Capital Management New York	$5.74B	+$207M	33	10.33%	Increased
143	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.61B	+$172M	22	9.95%	Increased
144	Handelsbanken Fonder Stockholm, Sweden	$5.61B	+$969M	22	16.95%	Increased
145	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$5.57B	-$499M	21	13.24%	Reduced
146	William Blair & Company Chicago, Illinois	$5.56B	-$16.9M	21	14.93%	Reduced
147	Cerity Partners New York	$5.55B	+$231M	29	8.09%	Increased
148	Eurizon Capital SGR SpA Milan,	$5.55B	+$5.49B	20	17.26%	New
149	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$5.4B	-$223M	4	23.75%	Reduced
150	Nomura Asset Management Tokyo, Japan	$5.39B	+$8.81M	19	13.65%	Increased