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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	RhumbLine Advisers Boston, Massachusetts	$4.25B	+$78.8M	17	8.57%	Increased
77	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.19B	+$10.8M	5	5.6%	Increased
78	Tiger Global Management New York	$4.18B	+$113M	5	21.77%	Increased
79	Neuberger Berman Group New York	$4.13B	+$149M	16	4.56%	Increased
80	Barclays London, United Kingdom	$4.11B	-$1.22B	25	3.53%	Reduced
81	Swedbank Stockholm, Sweden	$4.1B	+$56.7M	7	20.26%	Increased
82	First Eagle Investment Management New York	$4.1B	-$232M	5	10.06%	Reduced
83	APG Asset Management Amsterdam, Netherlands	$4.06B	-$253M	14	7.46%	Reduced
84	New York State Teachers Retirement System (NYSTRS) Albany, New York	$4.03B	-$110M	11	9.82%	Reduced
85	Nordea Investment Management Stockholm, Sweden	$4.03B	-$225M	12	9.66%	Reduced
86	Lazard Asset Management New York	$4.02B	-$97.5M	13	6.98%	Reduced
87	VOYA Investment Management Atlanta, Georgia	$4.01B	+$201M	18	8.53%	Increased
88	Lone Pine Capital Greenwich, Connecticut	$3.88B	-$114M	4	20.49%	Reduced
89	Winslow Capital Management Minneapolis, Minnesota	$3.82B	+$29M	5	20.03%	Increased
90	BNP Paribas Financial Markets Paris, France	$3.61B	+$1.21B	20	6.01%	Increased
91	Polen Capital Management Boca Raton, Florida	$3.59B	+$280M	5	23.06%	Increased
92	First Trust Advisors Wheaton, Illinois	$3.55B	+$305M	18	7.37%	Increased
93	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.43B	+$58.8M	13	8.14%	Increased
94	State Board of Administration of Florida Retirement System Tallahassee, Florida	$3.38B	+$12.8M	17	9.05%	Increased
95	Edgewood Management Greenwich, Connecticut	$3.37B	+$75.8M	4	12.25%	Increased
96	Adage Capital Partners Boston, Massachusetts	$3.32B	-$27.3M	13	7.6%	Reduced
97	Russell Investments Group London, United Kingdom	$3.27B	-$1.12B	21	6.83%	Reduced
98	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.22B	+$44.6M	18	3.18%	Increased
99	Ninety One (UK) London, United Kingdom	$3.21B	+$28.8M	8	15.94%	Increased
100	D.E. Shaw & Co New York	$3.19B	+$116M	20	4.16%	Increased