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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	Fred Alger Management New York	$4.43B	-$567M	11	17.01%	Reduced
77	Tiger Global Management New York	$4.34B	+$288M	7	23.52%	Increased
78	New York State Teachers Retirement System (NYSTRS) Albany, New York	$4.22B	-$143M	12	10.7%	Reduced
79	D.E. Shaw & Co New York	$4.21B	+$1.1B	21	5.25%	Increased
80	Swedbank Stockholm, Sweden	$4.17B	-$3.85M	7	18.89%	Reduced
81	Russell Investments Group London, United Kingdom	$4.13B	-$299M	22	7.71%	Reduced
82	Lazard Asset Management New York	$4.12B	-$121M	15	6.68%	Reduced
83	Ninety One (UK) London, United Kingdom	$4.08B	+$551M	9	15.53%	Increased
84	First Trust Advisors Wheaton, Illinois	$3.97B	+$253M	18	7.48%	Increased
85	Davis Selected Advisers Tucson, Arizona	$3.89B	-$89.4M	7	19.25%	Reduced
86	Artisan Partners Milwaukee, Wisconsin	$3.79B	+$241M	9	6.99%	Increased
87	Winslow Capital Management Minneapolis, Minnesota	$3.77B	-$401M	5	20.2%	Reduced
88	State Board of Administration of Florida Retirement System Tallahassee, Florida	$3.76B	-$56.6M	19	9.77%	Reduced
89	Harris Associates Chicago, Illinois	$3.74B	-$320M	5	6.87%	Reduced
90	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.65B	-$210M	21	3.58%	Reduced
91	TD Asset Management Toronto, Ontario, Canada	$3.61B	+$10.8M	14	5.41%	Increased
92	DZ Bank Frankfurt Am Main, Germany	$3.52B	-$607M	15	10.88%	Reduced
93	Brown Advisory Baltimore, Maryland	$3.5B	-$19.6M	12	10.01%	Reduced
94	First Eagle Investment Management New York	$3.47B	-$78.3M	5	9.35%	Reduced
95	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$3.37B	+$106M	4	27.59%	Increased
96	Adage Capital Partners Boston, Massachusetts	$3.37B	-$146M	12	8.38%	Reduced
97	Bessemer Group Woodbridge, New Jersey	$3.34B	+$521M	15	11.27%	Increased
98	Edgewood Management Greenwich, Connecticut	$3.33B	+$616M	4	10.93%	Increased
99	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.28B	+$140M	14	11.19%	Increased
100	State of Wisconsin Investment Board Madison, Wisconsin	$3.26B	-$113M	17	9.09%	Reduced