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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
326	Woodline Partners San Francisco, California	$1.64B	+$213M	14	7.7%	Increased
327	Everett Harris & Co Los Angeles, California	$1.62B	-$15.4M	6	20.04%	Reduced
328	Magellan Asset Management Sydney, Australia	$1.62B	-$219M	4	19.14%	Reduced
329	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.6B	+$20.7M	7	19.01%	Increased
330	Rafferty Asset Management New York	$1.58B	+$5.1M	17	5.13%	Increased
331	O'Shaughnessy Asset Management Stamford, Connecticut	$1.58B	+$159M	21	9.28%	Increased
332	Utah Retirement Systems Salt Lake City, Utah	$1.58B	+$6.14M	17	15.35%	Increased
333	Davis Selected Advisers Tucson, Arizona	$1.57B	-$164M	5	8.17%	Reduced
334	Varma Mutual Pension Insurance Co Helsinki, Finland	$1.56B	+$153M	8	10.01%	Increased
335	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$1.56B	+$88.8M	27	12.51%	Increased
336	Empower Advisory Group Greenwood Village, Colorado	$1.55B	+$9.23M	12	4.3%	Increased
337	LBP AM Paris, France	$1.53B	+$124M	12	18.82%	Increased
338	Markel Group Glen Allen, Virginia	$1.53B	+$2.35M	4	12.42%	Increased
339	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.53B	-$218M	2	19.14%	Reduced
340	C WorldWide Group Copenhagen, Denmark	$1.52B	-$287M	3	23.5%	Reduced
341	Steward Partners Investment Advisory New York	$1.52B	+$304M	29	8.69%	Increased
342	Employees Retirement System of Texas Austin, Texas	$1.51B	-$3.68M	14	12.05%	Reduced
343	Two Sigma Investments New York	$1.5B	-$333M	32	2.24%	Reduced
344	National Philanthropic Trust Jenkintown, Pennsylvania	$1.49B	+$380M	7	16.63%	Increased
345	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.48B	+$122M	33	4.45%	Increased
346	Orbis Allan Gray Hamilton, Bermuda	$1.46B	-$345M	2	6.27%	Reduced
347	VanEck Associates New York	$1.44B	-$444M	19	1.34%	Reduced
348	Vanguard Personalized Indexing Management Oakland, California	$1.44B	+$39.6M	22	14.74%	Increased
349	Capital Wealth Planning Naples, Florida	$1.43B	+$44.1M	7	10.06%	Increased
350	BI BlueSpruce Investments Chicago, Illinois	$1.42B	+$265M	2	32.66%	Increased