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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	VOYA Investment Management Atlanta, Georgia	$3.87B	+$22.5M	18	9.56%	Increased
77	Aberdeen Group Edinburgh, United Kingdom	$3.83B	-$39.7M	13	9.09%	Reduced
78	Temasek Holdings Singapore	$3.8B	-$290M	2	26.19%	Reduced
79	APG Asset Management Amsterdam, Netherlands	$3.79B	-$152M	13	7.7%	Reduced
80	Davis Selected Advisers Tucson, Arizona	$3.66B	-$60.9M	7	20.44%	Reduced
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$3.62B	-$128M	12	10.26%	Reduced
82	Lazard Asset Management New York	$3.59B	-$93.2M	12	6.6%	Reduced
83	Polen Capital Management Boca Raton, Florida	$3.5B	+$102M	5	22.79%	Increased
84	Russell Investments Group London, United Kingdom	$3.43B	+$73.5M	20	7.68%	Increased
85	First Eagle Investment Management New York	$3.36B	-$264M	5	9.71%	Reduced
86	Swedbank Stockholm, Sweden	$3.25B	-$415M	7	17.85%	Reduced
87	Citadel Advisors Miami, Florida	$3.2B	+$1.94B	25	1.75%	Increased
88	Winslow Capital Management Minneapolis, Minnesota	$3.17B	-$190M	5	19.68%	Reduced
89	State Board of Administration of Florida Retirement System Tallahassee, Florida	$3.15B	-$3.34M	17	9.42%	Reduced
90	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.14B	+$3.99M	20	3.5%	Increased
91	D.E. Shaw & Co New York	$3.12B	+$229M	22	4.3%	Increased
92	Ninety One (UK) London, United Kingdom	$3.09B	-$483M	10	13.32%	Reduced
93	First Trust Advisors Wheaton, Illinois	$3.07B	-$259M	18	7.29%	Reduced
94	Tiger Global Management New York	$3.03B	-$1.24B	4	20.21%	Reduced
95	Lone Pine Capital Greenwich, Connecticut	$2.99B	-$1.32B	3	20.25%	Reduced
96	Adage Capital Partners Boston, Massachusetts	$2.99B	-$88.9M	13	8.27%	Reduced
97	Boston Partners Boston, Massachusetts	$2.91B	-$631M	8	4.18%	Reduced
98	TD Asset Management Toronto, Ontario, Canada	$2.82B	+$85.8M	13	4.9%	Increased
99	State of Wisconsin Investment Board Madison, Wisconsin	$2.74B	-$5.83M	15	8.94%	Reduced
100	Brown Advisory Baltimore, Maryland	$2.73B	+$384M	14	9.18%	Increased