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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	KBC Group Brussels, Belgium	$3.22B	+$207M	18	13.03%	Increased
152	Truist Financial Charlotte, North Carolina	$3.2B	+$108M	22	5.57%	Increased
153	Alkeon Capital Management New York	$3.2B	-$311M	7	4.76%	Reduced
154	Harding Loevner Bridgewater, New Jersey	$3.2B	+$454M	5	12.5%	Increased
155	Apollo Management Holdings New York	$3.08B	$0	1	18.78%	Maintained
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.08B	+$180M	19	12.22%	Increased
157	Macquarie Group Sydney, NSW 2000, Australia	$3.08B	-$184M	25	4.35%	Reduced
158	Berkshire Hathaway Omaha, Nebraska	$3.05B	$0	2	1.13%	Maintained
159	Sustainable Growth Advisers Stamford, Connecticut	$3.03B	+$394M	5	17.42%	Increased
160	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.02B	-$191M	24	10.6%	Reduced
161	STRS Ohio Columbus, Ohio	$3.02B	-$77.4M	21	11.37%	Reduced
162	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$3B	+$746M	15	7.39%	Increased
163	CIBC World Market Toronto, Ontario, Canada	$2.98B	+$631M	17	8.68%	Increased
164	Citadel Advisors Miami, Florida	$2.98B	+$802M	30	0.73%	Increased
165	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.93B	+$84.6M	19	6.44%	Increased
166	Mawer Investment Management Calgary, Alberta, Canada	$2.88B	+$324M	5	15.66%	Increased
167	SEI Investments Oaks, Pennsylvania	$2.88B	-$132M	21	7.26%	Reduced
168	Fundsmith LLP London, United Kingdom	$2.84B	-$5.35M	1	9.04%	Reduced
169	Retirement Systems of Alabama Montgomery, Alabama	$2.81B	-$145M	11	10.62%	Reduced
170	Wellcome Trust London, United Kingdom	$2.8B	+$71.8M	6	29.19%	Increased
171	Vontobel Asset Management New York	$2.78B	-$536M	4	16.91%	Reduced
172	BNP Paribas Asset Management Paris, France	$2.76B	+$49.5M	14	11.37%	Increased
173	William Blair & Company Chicago, Illinois	$2.75B	-$329M	22	10.37%	Reduced
174	First Manhattan New York	$2.75B	+$395M	17	11.84%	Increased
175	LPL Financial San Diego, California	$2.72B	+$58.7M	28	3.13%	Increased