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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
76	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.91B	-$114M	3	4.43%	Reduced
77	Fred Alger Management New York	$2.9B	+$95.6M	10	15.32%	Increased
78	ValueAct Holdings San Francisco, California	$2.9B	+$47.2K	1	26.3%	Increased
79	Lone Pine Capital Greenwich, Connecticut	$2.79B	-$949M	4	12.87%	Reduced
80	Winslow Capital Management Minneapolis, Minnesota	$2.76B	-$228M	4	11.25%	Reduced
81	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.72B	+$490M	12	6.99%	Increased
82	Neuberger Berman Group New York	$2.72B	+$173M	10	3.74%	Increased
83	Eaton Vance Management Boston, Massachusetts	$2.69B	-$293M	11	7.83%	Reduced
84	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.68B	-$24.1M	10	7.05%	Reduced
85	Principal Financial Group Des Moines, Iowa	$2.64B	+$27.7M	12	3.68%	Increased
86	Boston Partners Boston, Massachusetts	$2.55B	-$310M	8	3.68%	Reduced
87	Putnam Investments Boston, Massachusetts	$2.55B	+$60.1M	9	6.21%	Increased
88	Lazard Asset Management New York	$2.54B	+$412M	12	5.37%	Increased
89	Artisan Partners Milwaukee, Wisconsin	$2.51B	+$245M	7	5.32%	Increased
90	Nordea Investment Management Stockholm, Sweden	$2.49B	+$188M	12	6.96%	Increased
91	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.48B	-$987M	11	10.18%	Reduced
92	Brown Advisory Baltimore, Maryland	$2.45B	-$114M	11	8.61%	Reduced
93	LPU Lansdowne Partners (UK) London, United Kingdom	$2.44B	-$363M	3	22.76%	Reduced
94	JSP Jackson Square Partners Larkspur, California	$2.36B	-$58.8M	3	9.9%	Reduced
95	Amundi Asset Management US Boston, Massachusetts	$2.29B	+$343M	8	8.3%	Increased
96	AQR Capital Management Greenwich, Connecticut	$2.28B	+$32.8M	13	4.03%	Increased
97	HSBC Holdings London, United Kingdom	$2.26B	+$137M	14	6.21%	Increased
98	VOYA Investment Management Atlanta, Georgia	$2.19B	-$109M	14	5.39%	Reduced
99	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.13B	-$87M	18	2.5%	Reduced
100	RhumbLine Advisers Boston, Massachusetts	$2.13B	+$68.4M	14	6.3%	Increased