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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
201	Polar Capital Holdings London, United Kingdom	$2.12B	+$2.1B	9	12.87%	New
202	SCGE Management Menlo Park, California	$2.11B	+$39.6M	6	24.55%	Increased
203	Zurich Cantonal Bank Zurich, Switzerland	$2.09B	+$22.6M	26	12.73%	Increased
204	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.09B	+$79.7M	13	12.83%	Increased
205	Handelsbanken Fonder Stockholm, Sweden	$2.07B	+$52.4M	22	12.57%	Increased
206	Teacher Retirement System of Texas Austin, Texas	$2.05B	-$317M	23	12.39%	Reduced
207	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.05B	-$79.3M	20	14.07%	Reduced
208	Panagora Asset Management Boston, Massachusetts	$2.03B	-$136M	21	12.03%	Reduced
209	AIG American International Group New York	$2.02B	-$135M	22	7.48%	Reduced
210	Longview Partners St Peter Port, Guernsey	$2.01B	-$429M	2	9.73%	Reduced
211	ACI AMP Capital Investors Sydney, Australia	$1.99B	-$82.7M	19	10.69%	Reduced
212	Vontobel Holding Zurich, Switzerland	$1.97B	+$1.94B	23	12.91%	New
213	Findlay Park Partners London, United Kingdom	$1.95B	-$202M	3	13.55%	Reduced
214	William Blair Investment Management Chicago, Illinois	$1.95B	-$50M	9	6.5%	Reduced
215	Hotchkis & Wiley Capital Management Los Angeles, California	$1.94B	+$6.84M	4	6.78%	Increased
216	Bank Julius Baer & Co Zurich, Switzerland	$1.93B	+$20.8M	19	15.88%	Increased
217	Brown Brothers Harriman & Co New York	$1.91B	-$151M	16	12.74%	Reduced
218	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.9B	+$5.78M	18	12.64%	Increased
219	Nomura Asset Management Tokyo, Japan	$1.88B	-$34.4M	16	12.61%	Reduced
220	Marshall Wace North America New York	$1.86B	+$247M	13	8.37%	Increased
221	USS Investment Management London, United Kingdom	$1.83B	-$99.9M	15	16.65%	Reduced
222	KeyBank National Association Cleveland, Ohio	$1.8B	-$30.1M	15	8.83%	Reduced
223	Commonwealth Equity Services Waltham, Massachusetts	$1.8B	+$46.6M	26	5.42%	Increased
224	Fifth Third Bancorp Cincinnati, Ohio	$1.79B	+$7.26M	19	8.81%	Increased
225	Epoch Investment Partners New York	$1.74B	-$189M	6	8%	Reduced