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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	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.07B	-$163M	23	10.86%	Reduced
152	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.05B	+$17.3M	17	6.58%	Increased
153	William Blair & Company Chicago, Illinois	$2.98B	+$59M	21	10.93%	Increased
154	Federated Hermes Pittsburgh, Pennsylvania	$2.96B	-$578M	21	6.05%	Reduced
155	STRS Ohio Columbus, Ohio	$2.95B	-$120M	20	11.4%	Reduced
156	Truist Financial Charlotte, North Carolina	$2.91B	+$49.3M	22	5.57%	Increased
157	SEI Investments Oaks, Pennsylvania	$2.88B	-$16.6M	22	7.45%	Reduced
158	CIBC World Markets New York	$2.88B	+$1.41B	10	14.5%	Increased
159	KBC Group Brussels, Belgium	$2.87B	+$332M	18	13.2%	Increased
160	Retirement Systems of Alabama Montgomery, Alabama	$2.8B	-$12.6M	12	11.04%	Reduced
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.75B	+$197M	19	12.36%	Increased
162	Envestnet Asset Management Chicago, Illinois	$2.74B	+$138M	26	2.07%	Increased
163	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.74B	-$328M	16	6.33%	Reduced
164	Harding Loevner Bridgewater, New Jersey	$2.74B	-$235M	5	11.33%	Reduced
165	Fundsmith LLP London, United Kingdom	$2.69B	+$30.7M	1	8.9%	Increased
166	Lone Pine Capital Greenwich, Connecticut	$2.64B	-$237M	4	9.6%	Reduced
167	BNP Paribas Asset Management Paris, France	$2.64B	+$343M	14	12.18%	Increased
168	Wellcome Trust London, United Kingdom	$2.62B	$0	6	26.77%	Maintained
169	CI Investments Inc Toronto, Ontario, Canada	$2.61B	+$18.9M	15	11.48%	Increased
170	Nomura Holdings Tokyo, Japan	$2.59B	-$1.51B	19	4.33%	Reduced
171	LPL Financial San Diego, California	$2.58B	+$307M	28	3.34%	Increased
172	Iconiq Capital San Francisco, California	$2.54B	+$2.41B	6	63.31%	Increased
173	Sustainable Growth Advisers Stamford, Connecticut	$2.53B	-$39.9M	5	16.47%	Reduced
174	JP Morgan Private Wealth Advisors San Francisco, California	$2.53B	+$160M	24	8.21%	Increased
175	Asset Management One Tokyo, Japan	$2.53B	-$33.3M	19	10.41%	Reduced