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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	STRS Ohio Columbus, Ohio	$2.86B	-$172M	21	11.97%	Reduced
152	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.85B	-$308M	15	7.08%	Reduced
153	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.85B	+$550M	17	12.64%	Increased
154	SEI Investments Oaks, Pennsylvania	$2.78B	-$65.8M	24	8.06%	Reduced
155	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.72B	+$97.6M	16	6.68%	Increased
156	William Blair & Company Chicago, Illinois	$2.68B	-$7M	19	11.37%	Reduced
157	Wellcome Trust London, United Kingdom	$2.68B	+$6.48M	6	36.19%	Increased
158	Truist Financial Charlotte, North Carolina	$2.68B	-$159M	21	5.85%	Reduced
159	Lone Pine Capital Greenwich, Connecticut	$2.67B	-$97.3M	3	11.46%	Reduced
160	Retirement Systems of Alabama Montgomery, Alabama	$2.6B	-$42.7M	12	11.93%	Reduced
161	Soroban Capital Partners New York	$2.52B	+$51.1M	5	25.41%	Increased
162	Fundsmith LLP London, United Kingdom	$2.51B	-$5.33M	1	9.8%	Reduced
163	Apollo Management Holdings New York	$2.5B	+$2.37B	1	20.4%	New
164	Veritas Asset Management London, United Kingdom	$2.48B	-$27.6M	3	17.22%	Reduced
165	Sustainable Growth Advisers Stamford, Connecticut	$2.47B	-$240M	5	17.17%	Reduced
166	KBC Group Brussels, Belgium	$2.45B	+$198M	16	14.45%	Increased
167	Envestnet Asset Management Chicago, Illinois	$2.43B	+$57.2M	23	2.15%	Increased
168	Aviva London, United Kingdom	$2.41B	-$113M	16	14.2%	Reduced
169	CI Investments Inc Toronto, Ontario, Canada	$2.41B	+$58.5M	13	11.95%	Increased
170	Assenagon Asset Management Senningerberg, Luxembourg	$2.4B	-$42.1M	11	13.47%	Reduced
171	Man Group London, United Kingdom	$2.39B	+$165M	21	9.4%	Increased
172	Asset Management One Tokyo, Japan	$2.38B	-$77M	17	10.96%	Reduced
173	NN Investment Partners Holdings The Hague, Netherlands	$2.37B	-$102M	15	15.35%	Reduced
174	Polar Capital London, United Kingdom	$2.36B	+$24.5M	10	17.49%	Increased
175	Teacher Retirement System of Texas Austin, Texas	$2.35B	+$391M	19	15.2%	Increased