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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
276	Lone Pine Capital Greenwich, Connecticut	$1.62B	-$114M	2	12.8%	Reduced
277	Harding Loevner Bridgewater, New Jersey	$1.62B	+$112M	5	9.99%	Increased
278	UniSuper Management Melbourne, Victoria, Australia	$1.62B	+$50M	15	15.48%	Increased
279	Degroof Petercam Asset Management Brussels, Belgium	$1.61B	+$16.3M	14	19.32%	Increased
280	Alphinity Investment Management Sydney, Australia	$1.6B	-$116M	3	14.16%	Reduced
281	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.51B	-$8.39M	13	10.34%	Reduced
282	Amalgamated Bank New York	$1.51B	-$210M	26	12.89%	Reduced
283	TCW Group Los Angeles, California	$1.5B	-$1.2M	10	15.16%	Reduced
284	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.49B	+$81.1M	10	15.46%	Increased
285	OMERS Administration Corp Toronto, Ontario, Canada	$1.49B	-$14.4M	3	17.02%	Reduced
286	Daiwa Securities Group Tokyo, Japan	$1.49B	+$348M	18	8.39%	Increased
287	Balyasny Asset Management Chicago, Illinois	$1.47B	+$304M	22	2.56%	Increased
288	CCM Cantillon Capital Management New York	$1.46B	+$182M	3	9.19%	Increased
289	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.45B	-$183M	11	10.4%	Reduced
290	TPSF Texas Permanent School Fund Austin, Texas	$1.44B	+$12.7M	13	11.38%	Increased
291	Holocene Advisors New York	$1.42B	-$259M	10	5.22%	Reduced
292	Cardano Risk Management Rotterdam, Netherlands	$1.42B	+$40.4M	4	43.92%	Increased
293	Pathstone Holdings Englewood, New Jersey	$1.41B	+$43.9M	22	6.56%	Increased
294	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.41B	-$6.58M	19	6.05%	Reduced
295	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.4B	+$114M	15	16.08%	Increased
296	Clear Street New York	$1.4B	+$1.12B	6	19.97%	Increased
297	M&G plc London, United Kingdom	$1.4B	+$1.33B	11	5.28%	New
298	IFM Investors Melbourne, Australia	$1.39B	-$3.29M	13	15.16%	Reduced
299	Gateway Investment Advisers Cincinnati, Ohio	$1.38B	-$107M	7	15.75%	Reduced
300	Two Sigma Investments New York	$1.37B	-$432M	28	3.22%	Reduced