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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
301	Varma Mutual Pension Insurance Co Helsinki, Finland	$1.37B	+$715M	8	11.89%	Increased
302	Nissay Asset Management Tokyo, Japan	$1.37B	+$188M	13	9.47%	Increased
303	Rafferty Asset Management New York	$1.36B	+$37.4M	16	5.06%	Increased
304	VVP Vulcan Value Partners Birmingham, Alabama	$1.35B	-$78.5M	3	19.62%	Reduced
305	Yacktman Asset Management Austin, Texas	$1.34B	-$93.6M	3	12.04%	Reduced
306	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.34B	-$97.8M	18	11.98%	Reduced
307	Whale Rock Capital Management Boston, Massachusetts	$1.33B	+$404M	4	19.8%	Increased
308	Cambridge Investment Research Advisors Fairfield, Iowa	$1.32B	+$11.8M	24	5.07%	Increased
309	Bridgewater Associates Westport, Connecticut	$1.32B	+$841M	8	6.66%	Increased
310	VanEck Associates New York	$1.3B	+$78.3M	12	1.97%	Increased
311	GAM GuardCap Asset Management London, United Kingdom	$1.3B	+$12.8M	3	15.95%	Increased
312	Alyeska Investment Group Chicago, Illinois	$1.3B	+$380M	9	7.97%	Increased
313	Davenport & Co Richmond, Virginia	$1.26B	+$2.52M	11	7.72%	Increased
314	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.26B	-$26.1M	7	18.87%	Reduced
315	Everett Harris & Co Los Angeles, California	$1.25B	-$10.2M	6	16.59%	Reduced
316	CIP Champlain Investment Partners Burlington, Vermont	$1.25B	-$235M	5	7.16%	Reduced
317	Squarepoint New York	$1.24B	-$96.4M	20	2.14%	Reduced
318	Credit Agricole Montrouge Cedex, France	$1.24B	+$337M	17	13.36%	Increased
319	Mercer Global Advisors Denver, Colorado	$1.24B	-$23.8M	19	3.52%	Reduced
320	PineStone Asset Management Montreal, Quebec, Canada	$1.23B	-$844M	3	19.6%	Reduced
321	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.23B	-$56.5M	2	16.38%	Reduced
322	Vontobel Holding Zurich, Switzerland	$1.23B	+$25.7M	23	9.83%	Increased
323	SC US (TTGP) Menlo Park, California	$1.22B	-$3.26M	1	9.01%	Reduced
324	Fjarde Ap-fonden Stockholm, Sweden	$1.22B	+$36M	13	13.44%	Increased
325	Utah Retirement Systems Salt Lake City, Utah	$1.21B	+$2.29M	19	14.17%	Increased