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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	NMO Newlands Management Operations Dallas, Texas	$3.11B	$0	5	16.41%	Maintained
202	ING Group Amsterdam, Netherlands	$3.07B	+$512M	13	18.69%	Increased
203	KeyBank National Association Cleveland, Ohio	$3.07B	-$62.8M	14	11.41%	Reduced
204	Lansforsakringar Fondforvaltning Stockholm, Sweden	$3.05B	-$37.8M	14	17.48%	Reduced
205	Aristotle Capital Management Los Angeles, California	$2.98B	-$72.9M	4	5.74%	Reduced
206	Menora Mivtachim Holdings Ramat Gan, Israel	$2.97B	+$49.2M	3	17.09%	Increased
207	Boston Partners Boston, Massachusetts	$2.97B	+$484M	10	3.29%	Increased
208	Squarepoint New York	$2.96B	-$868M	24	3.08%	Reduced
209	Temasek Holdings Singapore	$2.94B	-$461M	8	11.26%	Reduced
210	Clear Street New York	$2.94B	+$274M	7	11.73%	Increased
211	Resona Asset Management Koto-Ku,tokyo, Japan	$2.94B	+$127M	15	14.39%	Increased
212	Brown Brothers Harriman & Co New York	$2.91B	-$66.7M	20	18.73%	Reduced
213	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.88B	-$69.5M	16	10.32%	Reduced
214	AP Altarock Partners West Palm Beach, Florida	$2.84B	-$182M	3	51.92%	Reduced
215	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.84B	-$1.47M	18	11.01%	Reduced
216	Banque Pictet & Cie Geneva 73, Switzerland	$2.79B	-$95.5M	11	19.39%	Reduced
217	CAPTRUST Financial Advisors Raleigh, North Carolina	$2.74B	+$115M	22	6.11%	Increased
218	Jane Street New York	$2.73B	-$555M	31	0.54%	Reduced
219	AMF Tjänstepension Stockholm, Sweden	$2.73B	-$156M	6	18.17%	Reduced
220	State of Michigan Retirement System Lansing, Michigan	$2.68B	+$3.6M	13	13.89%	Increased
221	UniSuper Management Melbourne, Victoria, Australia	$2.68B	-$196M	16	17.96%	Reduced
222	Calamos Advisors Naperville, Illinois	$2.67B	-$48.3M	13	10.51%	Reduced
223	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.67B	-$644M	15	11.39%	Reduced
224	Westfield Capital Management Boston, Massachusetts	$2.67B	-$243M	12	11.18%	Reduced
225	Osaic Holdings Scottsdale, Arizona	$2.63B	+$264M	44	4.68%	Increased