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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
151	Retirement Systems of Alabama Montgomery, Alabama	$1.55B	-$10M	12	7.5%	Reduced
152	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.54B	+$282M	12	6.91%	Increased
153	Public Employees Retirement Association of Colorado Denver, Colorado	$1.53B	+$114M	16	9.75%	Increased
154	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.53B	+$690M	10	3.69%	Increased
155	Flossbach Von Storch Cologne, Germany	$1.51B	-$24.1M	6	14.4%	Reduced
156	Wellcome Trust London, United Kingdom	$1.49B	$0	3	22.57%	Maintained
157	Epoch Investment Partners New York	$1.49B	+$7.09M	5	4.92%	Increased
158	Egerton Capital (UK) London, United Kingdom	$1.48B	+$520M	3	12.94%	Increased
159	Guggenheim Capital Chicago, Illinois	$1.46B	+$64.8M	17	3.47%	Increased
160	DnB Asset Management Oslo, Norway	$1.46B	+$104M	12	17.58%	Increased
161	US Bancorp Minneapolis, Minnesota	$1.46B	+$3.14M	19	4.46%	Increased
162	Stifel Financial St. Louis, Missouri	$1.46B	+$55.7M	18	4.61%	Increased
163	DSM Capital Partners Palm Beach Gardens, Florida	$1.45B	+$28.1M	4	20.13%	Increased
164	Aviva London, United Kingdom	$1.43B	-$145M	13	8.08%	Reduced
165	AIG American International Group New York	$1.37B	+$66.6M	16	4.5%	Increased
166	Aperio Group Sausalito, California	$1.31B	+$61.6M	15	6.64%	Increased
167	Pendal Group Sydney, Australia	$1.3B	+$47M	9	16.88%	Increased
168	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.3B	-$936M	18	0.46%	Reduced
169	British Columbia Investment Management Victoria, British Columbia, Canada	$1.28B	+$56.1M	12	9.03%	Increased
170	Pzena Investment Management New York	$1.28B	+$146M	4	6.26%	Increased
171	ProShare Advisors Bethesda, Maryland	$1.27B	+$348M	17	8.84%	Increased
172	CIBC World Markets New York	$1.27B	-$165M	10	9.12%	Reduced
173	Yacktman Asset Management Austin, Texas	$1.26B	-$212M	3	12.1%	Reduced
174	ACI AMP Capital Investors Sydney, Australia	$1.22B	-$59M	12	6.53%	Reduced
175	Glenview Capital Management New York	$1.17B	-$204M	2	6.35%	Reduced